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Jobs · Finance · California

Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR

Kayne Anderson Rudnick · Los Angeles, CA · 2 wk ago
Finance$140k–$175k/yrFull-time

Job Description

Firm Overview
Kayne Anderson Rudnick Investment Management is a Los Angeles-based registered investment adviser managing over $50 billion in assets. We employ a high-quality, low-turnover, long-term investment philosophy focused on companies with durable competitive advantages.

Position Summary

The Equity Research Analyst will perform deep fundamental research on small- and mid-cap companies, evaluate business quality and sustainability of competitive advantages, and communicate well-supported investment findings to Portfolio Managers. The ideal candidate brings a passion for investing, strong financial analysis skills, buy-side experience, intellectual curiosity, and a mental framework aligned with our quality-first philosophy.

Key Responsibilities

  • Conduct deep bottom-up fundamental research on U.S. small- and mid-cap companies across assigned sectors

  • Source prospective investments and maintain ongoing research on current holdings

  • Evaluate various business models within an industry and compare and contrast their relative strengths and weaknesses; identify competitive advantages

  • Develop knowledge of industry structure, competitive trends, risks, and long-term drivers

  • Analyze and interpret financial statements and appraise valuation

  • Relate qualitative business attributes with financial business character

  • Prepare written research reports, investment memos, and recommendation summaries

  • Present research findings to Portfolio Managers with clarity and well-supported analysis

  • Engage in portfolio review discussions and provide ongoing monitoring of portfolio holdings

  • Establish and maintain relationships with company contacts, industry experts, and other relevant research sources

  • Visit companies, attend conferences and industry events to deepen understanding of coverage areas

  • Collaborate with Portfolio Managers and fellow analysts in a collaborative, idea-driven environment

  • Uphold the firm’s research process and contribute to the shared learning of the investment group

  • Support special projects and analyses as requested by the Head of Research or Portfolio Managers

Qualifications

  • Preferably 3+ years of buy-side equity research experience, ideally covering small- or mid-capitalization companies

  • Strong accounting and financial analysis skills

  • Ability to synthesize large amounts of qualitative and quantitative information into key investment insights

  • Skills in writing research reports and verbally articulating important investment considerations

  • MBA and/or CFA designation (or progress toward CFA)

Starting Base Salary Range

$140,000.00 to $175,000.00 plus variable compensation incentives

Benefits

  • Competitive Pay

  • Medical, Dental, and Vision Insurance

  • Life and Disability Insurance

  • Health Savings Account with a Company Match

  • Flexible Spending Accounts including Dependent Care

  • Wellness Program

  • Tuition Reimbursement

  • 24-Hour Employee Assistance Program

  • Adoption Assistance

  • Paid Family Care Time

  • Paid Volunteer days

  • Gym onsite

  • Paid Parking

  • Fully stocked kitchen - lunch provided

  • Hybrid 3/2 (Subject to change)

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