Investment Performance Analyst

Employer
Kayne Anderson Rudnick Investment Mgt
Location
Century City, USA
Salary
DOE
Posted
Jul 10, 2021
Closes
Aug 09, 2021
Ref
11452895
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
This position is primarily responsible for fulfilling periodic and ad-hoc reporting needs, which include portfolio analytics requests, performance, fundamental characteristics, and attribution. Also responsible for fulfilling RFP/Questionnaires requests for performance data. In addition, this role would be expected to cross-train across other functions across the PAR team, and assist on other related projects as needed.

Duties and Responsibilities:
  • 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
  • Bachelor's Degree in Economics, Finance, Statistics or equivalent
  • Progress towards CIPM, CFA is a plus
  • 1 to 4 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, Access, Explorer)
  • 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:
  • Ability to competently handle multiple projects and/or tasks simultaneously and meet 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


Mathematical/Analytical/Reasoning Skills:
  • Proactive and inquisitive about markets, financial theory, investment management industry

Benefits:
  • Competitive salary
  • 401k plan
  • Medical/Dental
  • Paid Parking
  • Potential for bonus participation


If you meet the qualifications and are interested in the position, please submit resume to recruiting@kayne.com.

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

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