Equity Research Analyst - U.S. Small & Mid-Cap Quality Strategy, KAR
About the position
Kayne Anderson Rudnick Investment Management is a Los Angeles–based registered investment adviser managing approximately $60 billion in assets. We employ a high‑quality, low‑turnover, long‑term investment philosophy focused on companies with durable competitive advantages. We are seeking an Equity Research Analyst to join our investment team with a dedicated focus on domestic small- and mid‑capitalization equities. This individual will play a meaningful role in generating original research, shaping portfolio decisions, and contributing to the success of our high-quality-focused equity strategies.
The Equity Research Analyst will perform deep fundamental research on small- and mid‑capitalization companies, evaluate business quality and sustainability of competitive advantages, and communicate well‑supported investment findings to Portfolio Managers. The ideal candidate brings a passion for investing, strong financial analysis skills, buy‑side experience, intellectual curiosity, and a mental framework aligned with our quality-first philosophy.
Responsibilities
• Conduct deep bottom‑up fundamental research on U.S. small- and mid‑capitalization companies across assigned sectors
• Source prospective investments and maintain ongoing research on current holdings.
• Evaluate various business models within an industry and compare and contrast their relative strengths and weaknesses; identify competitive advantages.
• Develop knowledge of industry structure, competitive trends, risks, and long‑term drivers.
• Analyze and interpret financial statements and appraise valuation.
• Relate qualitative business attributes with financial business character.
• Prepare written research reports, investment memos, and recommendation summaries.
• Present research findings to Portfolio Managers with clarity and well‑supported analysis.
• Engage in portfolio review discussions and provide ongoing monitoring of portfolio holdings.
• Establish and maintain relationships with company contacts, industry experts, and other relevant research sources.
• Visit companies, attend conferences and industry events to deepen understanding of coverage areas.
• Work closely with Portfolio Managers and fellow analysts in a collaborative, idea‑driven environment.
• Uphold the firm’s research process and contribute to the shared learning of the investment group.
• Support special projects and analyses as requested by the Head of Research or Portfolio Managers.
Requirements
• Preferably 3+ years of buy‑side equity research experience, ideally covering small- or mid-capitalization companies.
• Strong accounting and financial analysis skills.
• Ability to synthesize large amounts of qualitative and quantitative information into key investment insights.
• Skills in writing research reports and verbally articulating important investment considerations.
• MBA and/or CFA designation (or progress toward CFA).
• U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.
Benefits
• Competitive Pay
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days
• Gym onsite
• Paid Parking
• Fully stocked kitchen- lunch provided.
• Hybrid 3/2 (Subject to change)
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Kayne Anderson Rudnick Investment Management is a Los Angeles–based registered investment adviser managing approximately $60 billion in assets. We employ a high‑quality, low‑turnover, long‑term investment philosophy focused on companies with durable competitive advantages. We are seeking an Equity Research Analyst to join our investment team with a dedicated focus on domestic small- and mid‑capitalization equities. This individual will play a meaningful role in generating original research, shaping portfolio decisions, and contributing to the success of our high-quality-focused equity strategies.
The Equity Research Analyst will perform deep fundamental research on small- and mid‑capitalization companies, evaluate business quality and sustainability of competitive advantages, and communicate well‑supported investment findings to Portfolio Managers. The ideal candidate brings a passion for investing, strong financial analysis skills, buy‑side experience, intellectual curiosity, and a mental framework aligned with our quality-first philosophy.
Responsibilities
• Conduct deep bottom‑up fundamental research on U.S. small- and mid‑capitalization companies across assigned sectors
• Source prospective investments and maintain ongoing research on current holdings.
• Evaluate various business models within an industry and compare and contrast their relative strengths and weaknesses; identify competitive advantages.
• Develop knowledge of industry structure, competitive trends, risks, and long‑term drivers.
• Analyze and interpret financial statements and appraise valuation.
• Relate qualitative business attributes with financial business character.
• Prepare written research reports, investment memos, and recommendation summaries.
• Present research findings to Portfolio Managers with clarity and well‑supported analysis.
• Engage in portfolio review discussions and provide ongoing monitoring of portfolio holdings.
• Establish and maintain relationships with company contacts, industry experts, and other relevant research sources.
• Visit companies, attend conferences and industry events to deepen understanding of coverage areas.
• Work closely with Portfolio Managers and fellow analysts in a collaborative, idea‑driven environment.
• Uphold the firm’s research process and contribute to the shared learning of the investment group.
• Support special projects and analyses as requested by the Head of Research or Portfolio Managers.
Requirements
• Preferably 3+ years of buy‑side equity research experience, ideally covering small- or mid-capitalization companies.
• Strong accounting and financial analysis skills.
• Ability to synthesize large amounts of qualitative and quantitative information into key investment insights.
• Skills in writing research reports and verbally articulating important investment considerations.
• MBA and/or CFA designation (or progress toward CFA).
• U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.
Benefits
• Competitive Pay
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Health Savings Account with a Company Match
• Flexible Spending Accounts including Dependent Care
• Wellness Program
• Tuition Reimbursement
• 24-Hour Employee Assistance Program
• Adoption Assistance
• Paid Family Care Time
• Paid Volunteer days
• Gym onsite
• Paid Parking
• Fully stocked kitchen- lunch provided.
• Hybrid 3/2 (Subject to change)
Apply tot his job
Apply To this Job