Virtus
Investment Performance Analyst
Los Angeles, CA
No sponsorship$80k-$120kDetected 36 days ago
StatisticsAccessibilityAccountingExcelCommunicationOrganizational SkillsMicrosoft OfficeCFA
About the role
- 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.
- Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office.
Responsibilities
- Maintain and Validate GIPS Composites
- Produce timely delivery of client reporting and create custom reports
- Recommend and implement process changes as needed to increase timely and accurate delivery of performance data
Requirements
- Bachelor's Degree in Economics, Finance, Statistics or equivalent
- 3 to 6 years' relevant experience
- Knowledge of GIPS and performance measurement concepts
- Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
- 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 software
- This role would also be required to help with fulfilling RFP/Questionnaires requests for performance data.
- Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Nice to have
- Progress towards CIPM, CFA is a plus
Skills
- 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
- Strong communication skills; with the ability to explain detailed messages to internal stakeholders
- Able to work independently, and also effectively in a team environment
- The starting base salary is $80,000.00 to $120,000 plus applicable bonuses and incentives.
- Below, you will find a brief benefits overview:
- 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
Compensation
- Lead the annual GIPS Examination effort
Visa & Work Authorization
- We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.
This listing is sourced directly from Virtus's careers page and normalized into a canonical job model.