Investment Performance Analyst

Company: Virtus Investment Partners, Inc
Location: Los Angeles
Posted on: September 21, 2023

Job Description:

Employee CCPA Notice - California ApplicantsThis notice describes the categories of personal information ("PI") collected by Kayne Anderson Rudnick Investment Management LLC ("Company") and the purposes for which Consumer PI may be used. We are providing this notice to you in accordance with California Civil Code Sec. 1978.100(b).Categories of Personal Information CollectedIdentifiers and Contact information. This category includes names, addresses, telephone numbers, mobile numbers, email addresses, dates of birth, Social Security numbers, driver's license or state identification numbers, bank account information, and other similar contact information and identifiers.Purposes Personal Information is used:

• Collect and process employment applications, including confirming eligibility for employment, background and related checks, and onboarding
• Processing payroll and employee benefit plan and program administration including enrollment and claims handling
• Maintaining personnel records and record retention requirements
• Communicating with employees and/or employees' emergency contacts and plan beneficiaries
• Complying with applicable state and federal labor, employment, tax, benefits, workers compensation, disability, equal employment opportunity, workplace safety, and related laws
• Preventing unauthorized access to or use of the Company's property, including the Company's information systems, electronic devices, network, and data
• Ensuring employee productivity and adherence to the Company's policies
• Investigating complaints, grievances, and suspected violations of Company policyProtected classification information. This category includes characteristics of protected classifications under California or federal law.Purposes Personal Information is used:
  • Complying with applicable state and federal Equal Employment Opportunity laws
  • Design, implement, and promote the Company's diversity and inclusion programsInternet or other electronic network activity information. This category includes without limitation:
    • all activity on the Company's information systems, such as internet browsing history, search history, intranet activity, email communications, social media postings, stored documents and emails, usernames and passwords
    • all activity on communications systems including phone calls, call logs, voice mails, text messages, chat logs, app use, mobile browsing and search history, mobile email communications, and other information regarding an Employee's use of company-issued devicesPurposes Personal Information is used:
      • Facilitate the efficient and secure use of the Company's information systems
      • Ensure compliance with Company information systems policies and procedures
      • Complying with applicable state and federal laws
      • Complying with SEC Regulations
      • Preventing unauthorized access to, use, or disclosure/removal of the Company's property, records, data, and information
      • Enhance employee productivity
      • Investigate complaints, grievances, and suspected violations of Company policyGeolocation data. This category includes GPS location data from company-issued mobile devicesPurposes Personal Information is used:
        • Improve safety of employees, customers and the public with regard to use of Company property and equipment
        • Preventing unauthorized access, use, or loss of Company property
        • Improve efficiency, logistics, and supply chain managementBiometric information. This category includes fingerprint scans and related information
          • Enhance securityProfessional and employment-related information. This category includes without limitation:
            • data submitted with employment applications including salary history, employment history, employment recommendations, etc.
            • background check and criminal history;
            • fitness for duty data and reports
            • performance and disciplinary records
            • salary and bonus data
            • benefit plan enrollment, participation, and claims information
            • leave of absence information including religious and family obligations, physical and mental health data concerning employee and his or her family membersPurposes Personal Information is used:
              • Collect and process employment applications, including confirming eligibility for employment, background and related checks, and onboarding
              • Employee benefit plan and program design and administration, including leave of absence administration
              • Maintaining personnel records and complying with record retention requirements
              • Communicating with employees and/or employees' emergency contacts and plan beneficiaries
              • Complying with applicable state and federal labor, employment, tax, benefits, workers compensation, disability, equal employment opportunity, workplace safety, and related laws
              • Business management
              • Preventing unauthorized access to or use of the Company's property, including the Company's information systems, electronic devices, network, and data
              • Ensuring employee productivity and adherence to the Company's policies
              • Recruiting, including Executive Assessments as appropriate for the position
              • Investigating complaints, grievances, and suspected violations of Company policyEducation information. This category includes education history.
                • Evaluate an individual's appropriateness for a participation position at the Company, or promotion to a new position.Inferences drawn from the PI in the categories above.
                  • Utilizes an Executive Assessment to create a profile about an executive that reflects the employee's preference, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.
                  • The Company engages in human capital analytics to identify certain correlations about individuals and success on their jobsTo carry out the purposes outlined above, the Company may share information with third parties, such as background check vendors, third-party human resources and information technology vendors, outside legal counsel, and state or federal governmental agencies. The Company may add to the categories of PI it collects and the purposes it uses PI. In that case, the Company will inform you.If you have questions about the Company's privacy policies and procedures, rights you may have concerning your personal information, please contact Marie Roman in Human Resources at 310-284-5534. Investment Performance Analyst page is loaded Investment Performance Analyst Apply locations Los Angeles, CA time type Full time posted on Posted 8 Days Ago job requisition id R474 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 Description Kayne Anderson Rudnick is seeking an exceptional individual to join our Team as a 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:
                    • Maintain and Validate GIPS Composites
                    • Lead the annual GIPS Examination effort
                    • 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 needed to increase timely and accurate delivery of performance data.SPECIFIC QUALIFICATIONS:
                      • Bachelor's Degree in Economics, Finance, Statistics or equivalent
                      • Progress towards CIPM, CFA is a plus
                      • 3 to 5 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 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
                        • 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 environmentIn addition to health insurance, Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:
                          • Competitive Pay
                          • Medical, Dental, and Vision Insurance
                          • 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
                          • Onsite Gym
                          • Fully stocked kitchen- lunch provided
                          • Hybrid 3/2 remoteKAR 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.For additional general information on Kayne Anderson Rudnick, please access the firm's web site at www.kayne.com .Salary Range: $84,000 - $125,000 The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. #LI-BS1 About Us Virtus Investment Partners is a premier provider of investment solutions to individuals, financial advisors, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes.
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Keywords: Virtus Investment Partners, Inc, Los Angeles , Investment Performance Analyst, Professions , Los Angeles, California