Kayne Anderson Rudnick · 4 days ago
Investment Performance Analyst
Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in their Century City office. This position is responsible for maintaining and calculating GIPS Composites, fulfilling reporting needs, and assisting with various projects within the team.
Financial Services
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
Qualification
Required
Bachelor's Degree in Economics, Finance, Statistics or equivalent
3 to 6 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 quickly learn new systems and software
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 ideas to enhance current procedures
Strong communication skills; with the ability to explain detailed messages to internal stakeholders
Able to work independently, and also effectively in a team environment
This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment
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
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).
Funding
Current Stage
Growth StageRecent News
MarketScreener
2025-08-07
London Stock Exchange
2025-07-31
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