Investment Performance Analyst

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.Job DescriptionKayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Investment Performance Analyst.This position is primarily responsible for the maintenance and calculation of GIPS Composites, including coordinating and supporting the GIPS Verification efforts. In addition, this role would be responsible for fulfilling periodic and ad-hoc reporting needs, which may include performance and risk statistics, portfolio analytics requests, fundamental characteristics, and attribution. This role would also be required to help with fulfilling RFP/Questionnaires requests for performance data. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and assist on other related projects as needed.Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.Maintain and Validate GIPS CompositesLead the annual GIPS Examination effortProduce daily, weekly, monthly and quarterly performance reports and analysisProduce timely delivery of client reporting and create custom reportsRespond to internal ad-hoc requests for data (performance, client, portfolio analytics) from various stakeholdersRespond to RFPs/RFIs for performance and analytics related dataParticipate in special initiative projects as neededEnsure policies and procedures are implemented and documentedRecommend and implement process changes as needed to increase timely and accurate delivery of performance dataIdeal Qualifications:Bachelor’s Degree in Economics, Finance, Statistics or equivalentProgress towards CIPM, CFA is a plus3 to 6 years’ relevant experienceKnowledge of GIPS and performance measurement conceptsExperience with FactSet Portfolio Analysis and SPAR is extremely helpfulProficient 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 softwareInterpersonal/Communication/Language Skills:Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlinesEffective organizational skills; with the ability to focus on details within the context of the overall goalsSelf-starter with motivation to develop new ideas to enhance current proceduresStrong communication skills; with the ability to explain detailed messages to internal stakeholdersAble to work independently, and also effectively in a team environmentAnnual based incentive:Salary Range: $80,000 - $120,000The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan.In addition to Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:Competitive PayMedical, Dental, and Vision InsuranceLife and Disability InsuranceHealth Savings Account with a Company MatchFlexible Spending Accounts including Dependent CareWellness ProgramTuition Reimbursement24-Hour Employee Assistance ProgramAdoption AssistancePaid Family Care TimePaid Volunteer daysPaid parkingGym onsiteFully stocked kitchen- lunch providedHybrid 3/2 remote (subject to change)KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.KAR 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.