Investment Performance Analyst - KAR

Duties And Responsibilities

• Maintain and Validate GIPS Composites
• Lead the annual GIPS Examination effort
• Produce daily, weekly, monthly and quarterly performance reports and analysis
• Produce timely delivery of client reporting and create custom reports
• Respond to internal ad-hoc requests for data (performance, client, portfolio analytics) from various stakeholders
• Respond to RFPs/RFIs for performance and analytics related data
• Participate in special initiative projects as needed
• Ensure policies and procedures are implemented and documented
• Recommend and implement process changes as needed to increase timely and accurate delivery of performance data

Ideal Qualifications

• Bachelor’s Degree in Economics, Finance, Statistics or equivalent
• Progress towards CIPM, CFA is a plus
• 3 to 6 years’ relevant experience
• Knowledge of GIPS and performance measurement concepts
• Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
• Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
• Microsoft Office Proficiency (Word, Excel, Outlook)
• Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
• Ability to quickly learn new systems and software

Interpersonal/Communication/Language Skills

• Able to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
• Effective organizational skills; with the ability to focus on details within the context of the overall goals
• Self-starter with motivation to develop new ideas to enhance current procedures
• Strong communication skills; with the ability to explain detailed messages to internal stakeholders

Starting Base Salary

The starting base salary is $80,000.00 to $120,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Benefits

• Competitive Pay
• Medical, Dental, and Vision Insurance (starting day 1)
• 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

Company Background

Kayne Anderson Rudnick (KAR) was founded in 1984 to oversee the family capital of John Anderson. Over time, the firm expanded its services from managing capital for a single family to including family members, friends, and eventually a broader clientele comprising high net-worth individuals, public entities, corporations, endowments, and foundations. Headquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm is an affiliate of Virtus Investment Partners, located in Hartford, Connecticut.

Philosophy

We employ a long-term oriented, quality investment strategy across all of our investment disciplines. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.

Team Approach

The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.

Culture and Awards

• Awarded Best Firm Culture at the 2022 PAM Awards
• Ranked #3 on Barron’s top 100 investment advisors
• Ranked #7 of RIA firms by Forbes in 2024
• Wealth for Good Awards – Best Corporate Social Responsibility program

Equal Opportunity Employer

KAYNE ANDERSON RUDNICK IS AN EQUAL OPPORTUNITY EMPLOYER. ALL QUALIFIED APPLICANTS WILL RECEIVE CONSIDERATION FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN, DISABILITY, OR VETERAN STATUS.