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. New business development activities involving the institutional, broker-dealer and high net worth markets
- 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.
