Teams at Kayne Anderson Rudnick

Owns the end-to-end production of investment collateral, coordinating Investments, Marketing, Compliance, and external vendors. Leads quarterly production cycles, manages timelines, approvals, version control, workflows, and delivery quality. Identifies risks and bottlenecks, improves processes, and introduces scalable tools, templates, automation, and standards. This individual contributor role requires strong project management, stakeholder communication, regulatory content review experience, and familiarity with investment materials.

Maintains and validates GIPS composites, supports annual GIPS verification, and produces daily through quarterly performance reports and analyses. Handles client reporting, custom analytics, performance and risk statistics, portfolio characteristics, attribution, and RFP/RFI data requests. The role documents procedures, improves reporting processes, supports special initiatives, and collaborates across the performance analytics and reporting team.

Lead advanced financial planning and tax strategies for ultra-high-net-worth clients. Develop trust, estate, charitable, wealth-transfer, liquidity, equity compensation, and business-exit strategies; partner with advisors, clients, CPAs, and attorneys; review team deliverables; identify tax-alpha opportunities; and support business development.