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Kayne Anderson Rudnick · 20 hours ago

Senior Investment Performance Analyst

Los Angeles, CA

Full-time

Onsite

Mid, Senior Level

$115K/yr - $160K/yr

5+ years exp

Kayne Anderson Rudnick Investment Management is seeking a Senior Investment Performance Analyst to join their team in the Century City office. The role involves calculating and analyzing portfolio related statistics, overseeing GIPS compliance, and fulfilling reporting needs while maintaining the integrity of performance data across the firm.

Financial Services

No H1B

U.S. Citizen Only

Responsibilities

Manage the daily, monthly and quarterly reporting of investment performance

Oversee the firm’s GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites

Run and analyze performance attribution, providing commentary and insights on observations

Calculate and analyze portfolio fundamental characteristics

Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data

Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes

Develop ways to offer thoughtful insights to better serve both internal and external stakeholders

Participate and lead special initiative projects as needed

Qualification

GIPS compliancePerformance attributionFactSet Portfolio AnalysisCIPMCFAMS ExcelAnalytical skillsCommunication skillsLeadership skillsOrganizational skillsTeamwork

Required

Bachelor's degree in economics, finance, statistics or equivalent

At least 5-7 years' relevant experience

Knowledge of GIPS and performance measurement concepts

Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)

Microsoft Office Proficiency (Word, Excel, Outlook)

Ability 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 insights, and ideas to enhance current procedures

Strong leadership skills with the ability to train and motivate junior team members

Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders

Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions

Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models – Axioma, Barra, Morningstar Direct

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role

Preferred

Progress towards CIPM, CFA is a plus

Experience with FactSet Portfolio Analysis and SPAR is extremely helpful

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

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

Kayne Anderson Rudnick

Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management).

Founded in 1984

Los Angeles, California, USA

51-200 employees