Kayne Anderson Rudnick | Trade Support Associate

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.Job Responsibilities: Trade Desk Support - Global Equity FocusLiaisons between Trading, Operations, & Portfolio Implementation teams in resolving issues, with a focus on international strategiesExecute Private Model only trades in order management system with direction from the Institutional Trading DeskOrganize 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 ReportingResponsible 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 ManagementReview Program trades for all accounts.Reconcile strategy models.Generate and review strategy drift reports.Keep current on Corporate Actions that impact the portfolios.Ideal Qualifications: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 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 skillsAble to work as a team.Perform well under pressure.Proactive and inquisitive about markets, financial theory, investment management industry.Salary Range: $79,000- $109,000The 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.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 petitive 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 daysGym onsitePaid ParkingFully stocked kitchen- lunch provided.32 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

Created: 2025-01-05