Trade Support Associate

Kayne Anderson Rudnick Investment Management (KAR) a Registered Investment Advisor based in Los Angeles, is currently searching for a Trade Support Associate.Responsibilities:  Trade Desk Support - Global Equity Focuso   Liaisons between Trading, Operations, & Portfolio Implementation teams in resolving issues, with a focus on international strategieso   Execute Private Model only trades in GWP with direction from the Institutional Trading Desko   Organize Charles River Trade Blotter when new orders and programs are initiated.o   Monitor blocks and adjust blocks as needed.o   Book trades in CRD and send thru to post-trade.o   Perform End of the day checks:o   Charles River OMS and Newport EMS liaise.   Trade Execution Analytics and Reportingo   Responsible for end of day trading reporting, commission reports, and quarterly Best Ex reports.o   Assist in enhancing TCA reporting.o   Assist in FX TCA review.o   Project lead for issues involving the Trading Desk. Administrative management of accounts:Verify accuracy and suitability of client new account paperworkMonitor Sponsor platforms and e-mails for account activity, withdrawals, deposits, etc.Generate various reports for WRAP Trading and Portfolio Management Associate teamsDocument and file paperworkMaintain Program trade database and WRAP sponsor listCoordinate and respond to sponsor inquiriesDistribute client paperwork to necessary parties Risk ManagementReview Program trades for all accountsReconcile strategy modelsGenerate and review strategy drift reportsKeep current on Corporate Actions that impact the portfoliosMINIMUM QUALIFICATIONS: (education, experience, certifications, licenses & skills required)2 to 4 years relevant investment experienceProficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)Ability to competently handle multiple projects andor tasks simultaneously and meet deadlinesStrong organizational skills, attention to both detail and the big pictureMicrosoft 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 & MMSStrong communication skillsAble to work as a teamPerform well under pressureProactive and inquisitive about markets, financial theory, investment management industryIn addition to Vacation, PTO benefits and a generous 401(k) company match, KAR is proud to offer its employees benefits:Competitive PayMedical, Dental, and Vision InsuranceLife and Disability InsuranceHealth Savings Account with a Company MatchFlexible Spending Accounts including Dependent CareWellness ProgramTuition Reimbursement24-Hour Employee Assistance ProgramAdoption AssistancePaid Family Care TimePaid Volunteer daysPaid parkingGym onsiteFully stocked kitchen- lunch providedHybrid 32 remote (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. We are currently seeking candidates who possess the skills, vision, and determination to excel in their chosen fields.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 general information on Kayne Anderson Rudnick, please access the firm's web site at Range: $67,000- $95,000The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Created: 2024-11-02