Investment Performance Analyst
$80k - $120kVirtus Investment Partners, Inc
Investment Performance Analyst Located in our Century City office. Duties and Responsibilities Maintain and validate GIPS composites. Lead the annual GIPS examination effort. Produce daily, weekly, monthly, and quarterly performance reports and analysis. Generate timely client reporting and create custom reports. Respond to internal ad‑hoc requests for performance, client, and portfolio analytics data 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 to increase timely and accurate delivery of performance data. Ideal Qualifications Bachelor’s degree in Economics, Finance, Statistics, or equivalent. Progress towards CIPM, CFA is a plus. 3 to 6 years of relevant experience. Knowledge of GIPS and performance measurement concepts. Experience with FactSet Portfolio Analysis and SPAR is extremely helpful. Proficiency in MS Excel (sorting, searching, linking, pivot tables, formatting, formulas, macros, VB). Microsoft Office proficiency (Word, Excel, Outlook). Familiarity with Sylvan, GWP, other accounting portfolio systems, Bloomberg is additive. Ability to quickly learn new systems and software. Strong organizational and communication skills; ability to manage multiple projects concurrently while meeting deadlines. Self‑starter with motivation to develop new ideas to enhance current procedures. Ability to explain detailed messages to internal stakeholders and to work independently as well as in a team environment. Compensation and Benefits Starting base salary is $80,000.00 to $120,000 plus applicable bonuses and incentives. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. 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 Legal and Eligibility This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role. Equal Opportunity Employer Kayne Anderson Rudnick 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. #J-18808-Ljbffr Virtus Investment Partners, Inc
$80k - $120k
...and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management is looking to hire an Investment Performance Analyst based in our Century City office. This position is primarily responsible for the maintenance and...SuggestedPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$80k - $120k
Virtus Investment Partners, Inc in Los Angeles is seeking an Investment Performance Analyst. This role involves maintaining GIPS composites and producing performance reports while ensuring timely delivery of data. The ideal candidate holds a Bachelor's degree in Economics...Suggested- Royal Business Bank in Los Angeles seeks a Loan Servicing Specialist to support the Portfolio Management Manager in managing legacy and portfolio loans. The role ensures quality lending practices and regulatory compliance, handling payment processing, delinquency monitoring...Suggested
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...collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own... .... This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total...Full timeWork experience placementWork at officeLocal areaRemote work$110k - $140k
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...help explain historical and projected financial information. Perform valuations of companies and businesses. Coordinate and perform... ...clients, and professional advisors. Basic Qualifications Prior investment banking experience (at least 2 years). Coursework in accounting...
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