Director - Performance Analytics and Risk

Employer
Kayne Anderson Rudnick Investment Mgt
Location
Los Angeles, USA
Salary
DOE
Posted
Mar 30, 2019
Closes
Mar 30, 2019
Ref
5693759
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
~~• Manage and oversee the firm's performance and analytics function.
• Develop and maintain policies and procedures around performance measurement, including composite maintenance and GIPS compliance
• Oversee the calculation and reporting of daily, monthly and quarterly investment performance
• Oversight and maintenance of performance composites.
• Responsible for overseeing the annual GIPS audit.
• Work closely with compliance to insure the firm is abiding to all record keeping requirements for performance reporting.
• Monitor all operational aspects that impact investment performance, including reviewing performance on new and existing accounts for reasonableness.
• Manage client meeting requests and other performance-related inquiries from the Institutional and Wealth Advisor groups or other internal departments.
• Oversee the outsourced performance platform.
• Oversee the firm's performance attribution and risk analysis
• Oversee the process for generating statistics relevant to the firm's investment strategies, including fundamental characteristics, risk stats, and competitive analysis
• Manage the process for calculation of performance for investment proposals for the firm's Wealth Advisory division
• Manage all requests for data from the firm's various departments, including marketing and investment management
• Produce management reporting to measure and track firm's product quality across all product lines through performance measurement and analysis.
• Develop and optimize operational workflow for the department and implement appropriate tools to support the department's function
• Supervise staff to motivate and elicit high-quality results on behalf of the department

QUALIFICATIONS

• Bachelor's degree and at least 7 years of related performance experience or an equivalent combination of education and experience. Applied expertise and knowledge of a specific technical or functional area.
• Prior exposure to sleeve-level and/or sub-account reporting.
• Proficient in MS Excel, PowerPoint and Access.
• Familiar with Security APL, FactSet Portfolio Analysis, FactSet SPAR, Morningstar Direct, Sylvan, GWP, Risk systems such as BARRA or Bloomberg, eVestment analytical tools
• CIPM, CFA or MBA a plus.
• Outstanding analytical skills and demonstrated ability to exchange complex information effectively to reach agreement in ambiguous or difficult situations
• Demonstrated experience managing staff
• Demonstrated ability to build strong working relationships with multiple stakeholders and across organizational functions.
• Acute attention to detail

A competitive compensation will be offered. Details will be discussed at the appropriate time with interested, qualified candidates.

For additional general information on Kayne Anderson Rudnick, please access the firm's web site at www.kayne.com.