The Firm

Kayne Anderson Rudnick, a Los Angeles-based boutique Investment Management and Wealth Advisory Firm is seeking an experienced new business development and client service professional.

The firm offers a broad set of equity and fixed income strategies, including US Large Cap, Mid Cap and Small Cap Equity, in addition to Taxable and Municipal Fixed Income portfolios.  The firm offers these strategies through separately managed accounts, sub-advised portfolios and mutual funds. The firm manages approximately $4billion in AUM and is looking to grow strategically, focused on the institutional, broker-dealer and high net worth markets. The firm has an established, well known brand in each of these markets.

This position provides an excellent opportunity for a highly motivated individual to be successful in establishing, developing and maintaining strategic relationships with the firms most important clients.

Job Summary: Senior Portfolio Advisor

The Kayne Anderson Rudnick Senior Portfolio Advisor is responsible for new business development and client service activities in the institutional, broker-dealer and high net worth markets.

The Senior Portfolio Advisor is responsible for communicating KAR portfolio management strategy & process, along with detail information regarding portfolio construction, characteristics, investment performance, attribution and outlook.

The position is responsible for an assigned geographic territory.

Duties & Responsibilities

1. 1. New business development activities involving the institutional, broker-dealer and high net worth markets
2. 2. Client service activities through portfolio review meetings with clients and their advisors

Skills, Knowledge and/or Experience:

1. 5 years direct experience in new business development activities with an investment management company

2. College Degree required, MBA and/or CFA preferred

3. Demonstrated success in new business development activities with an investment management company

4. Demonstrated success in communication skills

Special Working Conditions:

Extensive, ongoing travel within a defined geographic territory.

Location of Job – Newark, DE or Chicago, IL or NY, NY
Job Description
Position Description
The National Trust Tax Director is responsible for directing a team of tax professionals in four US tax locations and Mumbai to deliver tax reporting and compliance services for more than 40,000 trust, estate and charitable foundation clients, as well as individuals and certain LLCs and partnerships used for investment purposes. The senior Trust Tax team members will assist Wealth Advisors and the integrated Wealth Management teams in ensuring strategies implemented to optimize client tax liabilities can be effectively managed and reported to achieve the client’s objective while meeting the requirements of the various regulating agencies. The National Trust Tax Director will:
Maintain an industry leading tax reporting and compliance team with significant U.S. and state planning/reporting expertise. The team must have the experience needed to ensure filing compliance for extremely complex trust structures and investment vehicles.
Ensure the team continually augments their foreign tax and cross border treaty experience to meet the tax reporting needs of ultra high net worth clients and the related trust structures.
Build and maintain close partnerships with key constituents including Wealth Advisors, Trust Officers, Closely Held Asset Management, Corporate Risk Management, and Corporate Tax. These relationships will be critical to ensuring tax reporting responsibilities arising from complex tax planning strategies delivered by these partners can be achieved.
Stay abreast of current industry developments and changes in federal and state laws, regulations, and rulings to ensure the Firm accurately files appropriate reports to maintain compliance.
Maintain appropriate fiduciary risk management and quality control processes (accuracy, timeliness, etc.) to ensure our tax reporting responsibilities are fulfilled in accordance with the applicable regulations.
Identify and implement process efficiencies that maintain our high professional standards while continuing to deliver services cost-effectively.
Job Requirements
Qualifications
• Graduate Degree or Advanced Credentials (CPA, CFA, JD, MBA).
• Ten to fifteen years of U.S. (federal and state) tax reporting experience, with high net worth client experience strongly preferred
• Foreign tax and cross border treaty experience is a significant plus.
• Comprehensive knowledge of the tax impact of various investment products to the reporting requirements.
• Employee management experience required.
• Ability to analyze complex situations and recommend appropriate solutions using available internal and external resources within strict time constraints

Position Location
New York, Chicago, or Delaware

If you are interested in this job, please contact Eric Ellison eric.ellison@jpmchase.com

Location of Job – Columbus, Ohio
Job Description
Primary Responsibilities
JPMorgan Chase & Co. is a leading global financial services firm with assets of $1.6 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan and Chase brands, the firm serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients.
If you’re interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com.
JPMorgan’s Private Wealth Management (PWM) group provides advice, strategies, and solutions for all aspects of the financial, asset management, and wealth transfer needs of high net worth clients.
The Centralized Portfolio Management Group (CPMG) is the implementation engine for Private Wealth Management’s discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm’s growth initiatives. CPMG is responsible for implementing the investment strategy and portfolio construction as dictated by the PWM Strategy team. CPMG rebalances and manages risk in accounts across our investment management and trust portfolios.
We are actively seeking a leadership candidate to help manage the Portfolio Management team.
Key roles and responsibilities include:
1. Managing team of PMs responsible for the implementation of portfolio construction based on Strategy team’s calls and investment vehicle selection
2. Maintain knowledge of the investment solutions utilized throughout PWM, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
3. Represent CPMG on the investment leadership team
4. Work closely with the product and platform team to drive new projects and initiatives
5. Set vision and strategy for future
6. Lead, manage, and set management initiatives
7. Focus on bringer greater efficiency in the group while managing and reducing potential risks.
Job Requirements
Bachelor’s degree, advanced degree preferred
8+ years work experience in financial services industry
Demonstrated passion and understanding of investment solutions
Private Wealth Management experience a plus
Management consulting experience a plus
Detail and process oriented
Ability to operate in a fast-moving and demanding environment
Enjoy working with people
Strong aptitude to identify and minimize investment/business risk

If you are interested in this job, please contact Eric Ellison eric.ellison@jpmchase.com

New York City-based global boutique Investment Management Firm is seeking an experienced business development professional who will cultivate and maintain client relationships.  This individual will be based in Singapore and be responsible for building and maintaining relationships throughout Asia including Australia.  Strategies include Global Value Non-US, International Equity, Real Estate Securities and Distressed Credit, in addition to several alternative offerings.

The firm offers a broad array of value-oriented investment products, including alternative investments, separate accounts, sub-advised portfolios and mutual funds including UCITS. We manage a total of approximately $14 billion and are looking to grow strategically, with an emphasis on enhancing our global business.

The position provides an excellent opportunity for a highly motivated self starter with the knowledge and experience to be successful in cultivating and closing new business throughout the territory.  The goal is to build recognition of and respect for our brand and strategies so that we are favorably considered when these consultants present investment opportunities to their clients.  The successful candidate will need to embrace our deeply-ingrained philosophy, identify suitable prospective clients and be able to communicate our strategies to appropriate audiences. He or she should be able to thrive in a hard working, collegial and entrepreneurial environment and be willing to communicate regularly with management and investment professionals regularly during working hours in New York in addition to directly reporting to the Head of the Singapore office.

Responsibilities:

• Quickly grasp and be able to communicate a deep knowledge of the firm’s investment strategies
• Identify and initiate a calling program on targeted prospects
• Provide ‘best in class’ client service
• Stay informed about regional business trends and competitors’ strategies
• Provide market and client feedback to investment team
• Assist in efforts to ensure effective marketing communications, i.e., presentations, RFPs, quarterly commentaries, client reviews, etc.
• Communicate regularly with management and investment professionals in New York; be clear and conscientious about NY time constraints

Qualifications:

• Extensive (5+ years) demonstrated investment management sales with at least 5 years in the region
• English speaking a must but additional regional language skills preferred (Mandarin)
• Excellent communication, presentation, time management and organizational skills
• Client service experience including strong retention and cross-selling capabilities
• Experience presenting complex financial products to sophisticated investors

MBA or CFA a plus
Please Email Resumes to Human Resources

New York City-based global boutique Investment Management Firm is seeking an experienced Consultant Relations professional who will cultivate and maintain North American institutional consultant relationships.

The firm offers a broad array of value-oriented asset management products including alternative investments, separate accounts, sub-advised portfolios and mutual funds. Strategies include Value Equity, Small-Cap Value Equity, International Equity, Real Estate and Distressed Credit. We manage a total of approximately $14 billion and are looking to grow strategically, with an emphasis on enhancing our institutional business.

This position provides an excellent opportunity for a highly motivated entrepreneur with the knowledge and experience to be successful in establishing, developing, and solidifying relationships with pension fund consulting firms. The goal is to build both recognition and respect for our brand and strategies so that we are favorably considered when these consultants present investment opportunities to their clients. The successful candidate will be a strategic thinker, a proven executor and able to communicate our strategies to appropriate audiences. He or she should be able to quickly embrace our deeply-ingrained philosophy and thrive in a hard working, collegial and entrepreneurial environment.

Responsibilities:

• Quickly understand and be able to communicate a deep knowledge of the firm’s investment strategies
• Establish, maintain and nurture relationships with research staff and field consultants of pension consulting firms
• Establish coverage and ensure accuracy and timeliness of consultant database updates
• Develop and execute a proactive pension consultant calling program
• Handle consultant inquiries quickly, accurately and efficiently
• Work closely and collegially with Sales, Marketing, and Portfolio Managers
• Stay informed about asset management trends and competitive strategies
• Provide market and consultant feedback to firm management, investment and sales teams

Qualifications:

• Extensive (10+ years) demonstrated investment management sales experience with at least 5 years focusing on consultants
• Excellent communication, presentation, time management and organizational skills
• Experience presenting complex financial products to sophisticated investors
• MBA or CFA a plus

Please Email Resumes to Human Resources