Financial Analyst

Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. With a team defined by an entrepreneurial and resilient culture, Kayne Anderson’s investment philosophy is to pursue cash flow-oriented niche strategies where knowledge and sourcing advantages enable us to deliver above average, risk-adjusted investment returns. As responsible stewards of capital, Kayne Anderson’s philosophy extends to promoting responsible investment practices and sustainable business practices to create long-term value for our investors. Kayne manages $37 billion in assets (as of 1/1/2025) for institutional investors, family offices, high net worth and retail clients and employs 350 professionals.

We are seeking an Analyst to join our Energy Infrastructure Team in our Houston office. The Analyst will work with our finance and treasury group. We are a lean team and as such the ideal candidate for this role is someone who can be leveraged in all aspects of our business. We are seeking a candidate who is a self-starter and who possesses a strong work ethic. The role requires someone with effective quantitative and qualitative analytical skills.

The role will involve all aspects of administering our operations including accounting, financial reporting, tax, treasury, investor relations and finance. Primary responsibilities will include monitoring fund net asset value calculations, assisting controllers with internal and external financial reporting, preparation of board reporting, assisting with ad-hoc projects and financial analysis. 

DUTIES AND RESPONSIBILITIES

• Prepare and maintain net asset value calculations
• Monthly preparation of factsheets
• Assist in quarter end close/financial reporting – prepare/assist in preparation of quarter end analysis/checks, financial reporting files for public funds
• Assist controllers with various financial reporting and analysis
• Assist in preparation of tax returns
• Coordination of press releases
• Treasury operations – general assistance and backup of treasury operations including borrowing and repayment notices, cash forecasting, FX instructions, monitoring leverage covenants, assisting with settlement issues, private financings, etc.
• Board reporting – prepare/assist in preparation of quarterly Board materials
• Assist in preparation of marketing materials
• Assist in retrieving reports from fund administrator portals
• Assist with vendor contracts and renewal processes
• Assist and coordinate website updates
• Assist in preparation for internal and external meetings
• Assist with annual proxy/shareholder meeting
• Other ad-hoc projects

QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree with a major in Accounting, Finance, Business, or similar
• Seeking candidates with 1 – 4 years of relevant work experience (minimum of 1-year)
• Proficiency in Microsoft Excel, PowerPoint and Outlook
• Ability to manage multiple priorities
• Excellent quantitative/analytical and verbal/written communication skills
• Have a genuine desire to excel in the execution of their work and express a passion for their role

• Competitive medical, dental, and vision insurance
• Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
• Accident and Critical Illness insurance
• Long Term Disability insurance
• Competitive 401(k) benefits
• Pet healthcare savings program
• Member’s Only Healthcare - healthcare navigation
• WellHub - corporate wellness platform
• $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
• Rocket Lawyer legal benefits
• Reimbursement of professional society memberships and exam fees
• Up to $10,000 matching annually for contributions to qualified non-for-profit organizations
• Parental leave

Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire.

Kayne Anderson is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Salary : $10,000