Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Portfolio Management Associate (Pma)

Expired Job

Kayne Anderson Rudnick Los Angeles , CA 90001

Posted 5 months ago

Job Description

The Portfolio Management Associate (PMA) is primarily responsible for ensuring that each account is invested according to the proper strategy model and within the guidelines and/or investment policy statements submitted by the client. The PMA coordinates the implementation of model changes based on PM instructions which includes generating pre-trade compliant trade tickets for the trading desk.


Implementing strategy models across assigned base of accounts; re-balancing portfolios within compliance of restrictions, guidelines, or investment policy statements; maintaining trading models based on portfolio manager instructions; reviewing compliance reports, including for 1940 Act mutual fund accounts

New account trading and IPS review for institutional accounts

Supporting portfolio managers and communicating updates related to implementation of trade programs

Communicate model changes for Model-Only relationships and monitor variances

Distributing trading program notification

Monitoring of account reports on a daily basis for drift

Providing analysis and data for RFP's

Supporting Wealth Advisory department

Providing client service to outside constituents such as clients, consultants, brokers; some general administrative duties


Other duties as assigned


Undergraduate degree.

  • Minimum three to five years of experience in a similar capacity at a buy-side investment management firm or registered investment advisor
  • Experience with asset allocation concepts
  • Knowledge of financial markets and instruments, i.e., sectors, industries, stocks, bonds, mutual funds. Understanding of tax implications a plus
  • NASD Licenses a plus, i.e. Series 7
  • Commitment to and demonstrated history of productive and quality work
  • Proficiency in use of portfolio accounting systems, order management systems, CRMs, Excel, Word, and database software
  • Experience working with performance returns
  • Positive attitude


  • Comfortable interacting with all levels and departments within the firm
  • Teamwork ability to collaborate in a professional and constructive manner
  • Strong problem solving skills; ability to solve problems with disparate and sometimes, incomplete, information
  • Good time management and multi-tasking abilities
  • Excellent written and verbal communications skills
  • Ability to work independently with limited supervision and in high pressure environments
  • Detail oriented with a commitment to excellence
  • Proactive and innovative


  • Sit for prolonged periods
  • Lift up to 25 pounds


  • Excellent opportunity to work in the portfolio management industry and in a company with a great culture
  • Competitive salary DOE
  • Health & Dental Insurance
  • 401k plan
  • Lunch provided daily

Company Description

Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver and Boston, KAR has over $18.9 Billion in assets under management, focused on institutional, broker-dealer and high-net-worth clients.
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Associate Real Estate Portfolio Management

Oaktree Capital Management

Posted 1 week ago

VIEW JOBS 9/7/2018 12:00:00 AM 2018-12-06T00:00 Company Overview Oaktree is a leader among global investment managers specializing in alternative investments, with $122 billion in assets under management as of June 30, 2018. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 900 employees and offices in 18 cities worldwide. Responsibilities Oaktree is seeking an Associate to join the Real Estate team in their Los Angeles office. The position holder will conduct strategic analysis and research in support of various portfolio management, asset management, business development and marketing-related initiatives Responsibilities include: * Reviewing and/or preparing business analytics for the strategy, with an emphasis on client reporting, due diligence requests, return attribution and departmental profitability * Performing quantitative and qualitative analysis on a variety of portfolio and asset management initiatives * Participating in the design, development and delivery of Real Estate content and analytics in support of new product evaluation as well as ongoing marketing and due diligence efforts * Developing and maintaining business, industry and market research * Contributing to marketing, fundraising, and client relations efforts by providing as-needed information on fund performance, forecasted results, distribution timing and other important data points * Performing additional ad-hoc analysis for the portfolio management team Qualifications * Minimum 3 to 5 years of experience in real estate, investment or consulting industry * Advanced financial modeling and analytical skills * Advanced Excel and PowerPoint skills * Competency in financial statement analysis, business valuation, accounting and finance Personal Attributes * Must have outstanding initiative and be a self-starter * Demonstrate non-linear thinking and have excellent written, verbal and interpersonal communication skills * Ability to prioritize and manage multiple competing tasks * Collaborative, team-oriented individual with strong sense of integrity and professionalism Education Bachelor's degree, preferably in Finance, Accounting or Economics. CPA, CFA or MBA a plus. Oaktree Capital Management Los Angeles CA

Portfolio Management Associate (Pma)

Expired Job

Kayne Anderson Rudnick