Trade Support Associate

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.

Job Description

Kayne Anderson Rudnick is seeking a self-motivated, organized, and dedicated individual to join our team as a Trade Support Associate. This position will support the Portfolio Management Team and Trade desk at KAR in a variety of areas.

Duties and Responsibilities: (generally representative of the nature and level of work assigned and are not necessarily all inclusive).

• Trade Desk Support – Global Equity Focus
  • Liaisons between Trading, Operations, & Portfolio Implementation teams in resolving issues, with a focus on international strategies
  • Execute Private Model only trades in order management system with direction from the Institutional Trading Desk
  • Organize Trade Blotter when new orders and programs are initiated.
  • Monitor blocks and adjust blocks as needed.
  • Book trades in order management system and send thru to post-trade.
  • Perform End of the day checks:
  • Institutional order management system and execution management system liaise.

• Trade Execution Analytics and Reporting
  • Responsible for end of day trading reporting, commission reports, and quarterly Best Ex reports.
  • Assist in enhancing TCA reporting.
  • Assist in FX TCA review.
  • Project lead for issues involving the Trading Desk.

• Administrative management of accounts:
  • Verify accuracy and suitability of client new account paperwork.
  • Monitor Sponsor platforms and e-mails for account activity, withdrawals, deposits, etc.
  • Generate various reports for WRAP Trading and Portfolio Management Associate teams.
  • Document and file paperwork.
  • Maintain Program trade database and WRAP sponsor list.
  • Coordinate and respond to sponsor inquiries.
  • Distribute client paperwork to necessary parties.

• Risk Management
  • Review Program trades for all accounts.
  • Reconcile strategy models.
  • Generate and review strategy drift reports.
  • Keep current on Corporate Actions that impact the portfolios.

Minimum Qualifications

• 2 to 4 years relevant investment experience
• Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
• Ability to competently handle multiple projects and/or tasks simultaneously and meet deadlines.
• Strong organizational skills, attention to both detail and the big picture.
• Microsoft Office (Word, Excel, Outlook, Access, Explorer)
• Proficiency in the following programs or systems would be a plus: Bloomberg, Charles River, GWP, Factset, Vestek, Fiserv APL & MMS.
• Strong communication skills
• Able to work as a team.
• Perform well under pressure.
• Proactive and inquisitive about markets, financial theory, investment management industry.

We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness.  We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

• 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.
• 3/2 Hybrid (subject to change)

KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.

Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com.

Salary Range: $79,000- $109,000

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan.

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