Wealth Advisory Strategist, Kayne Anderson Rudnick - Los Angeles
Job
Summary:
Established in 1984, Kayne Anderson Rudnick is a RIA managing nearly
$9B in assets, with offices in Los Angeles and San Francisco. The firm
manages approximately $2.5B in Wealth Advisory assets, providing investment
advisory services to the HNW and UHNW markets
As the firm operates within an open-architecture platform, this
position will be responsible for performing ongoing due diligence on all
recommended investment strategies on the Kayne Anderson Rudnick Wealth
Advisory Platform. The candidate will be also responsible for recommending
new investment strategies and managers for the platform. In addition,
the candidate will also be responsible for monitoring all platform strategies
and provide quarterly updates to the KAR Wealth Advisory Investment Committee
and the firms’ advisors.
Further, while working with the firms’ Chief Investment Officer, the
candidate would be responsible for developing content to be used by the
firms’ advisors as to KAR’s outlook on the economy and capital markets. The
candidate would further be working with the firms’ Chief Investment Officer
to design the firm’s Wealth Advisory Asset Allocation models, providing
research and analysis on asset allocation inputs.
The candidate would be expected to participate in client and
prospective meetings with the firms’ advisors, as needed, to communicate the
firms’ capital market views and provide information regarding the firms’ due
diligence process.
|
Duties
and Responsibilities:
Due
Diligence:
§
Take
ownership as the relationship manager with third party investment management
firms.
§
Apply
and evolve a disciplined set of tools/methodology for manager evaluation,
selection and monitoring.
§
Perform
Continuing Due Diligence and monitoring on products on KAR’s Wealth Advisory platform.
§
Conduct
screening and due diligence on investment managers for inclusion on the
firm’s Wealth Advisor platform.
§
Research
investment offerings to determine suitability for KAR’s Wealth Advisory
Platform.
Asset
Allocation:
§
Work
closely with CIO to develop Asset Allocation inputs, methods and processes to
construct Wealth Advisory Asset Allocation Strategies.
§
Monitor
Asset Allocation performance.
§
Assist
in implementation, monitoring and rebalancing processes.
§
Thematic
Research as needed.
§
Keep
abreast of industry and economic developments, and apply that knowledge to
the firm’s investment recommendations and strategies.
Marketing/Communications:
§
Facilitate,
articulate and communicate KAR’s investment philosophy, outlook, and
rationale for asset allocation positioning and changes.
§
Produce
written material and quarterly updates on the WA platform, keeping the
advisor’s updated on the strategies and the instruments used to implement
them.
§
Keep
advisors apprised of platform offerings and developments; provide
miscellaneous advisor education as needed.
§
Coordinate
and facilitate periodic Wealth Advisory Investment Committee meetings.
§
Partner
with the Wealth Advisors for proposal generation and ongoing client service
efforts.
§
Maintain
relationships with internal stakeholders
|
Skills,
Knowledge and/or Experience:
§ 3-7 years of
related experience
§
BA
or BS degree
§
CFA
or MBA a plus
§ Ability to
assess the accuracy and relevancy of key portfolio data
§
Strong
Microsoft Office/Excel spreadsheet capabilities
§
Strong
verbal and written communication skills
§
Collaborative
team player
§
Attention
to detail
§
Familiar
with FactSet, Morningstar Direct, Asset Allocation and Style Analysis
§
Must
be able to manage multiple tasks and meet deadlines
|
Wednesday, January 8, 2014
Wealth Advisory Strategist, Kayne Anderson Rudnick - L.A.
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