Trade Desk Assistant - KAR

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, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages around $60 billion in assets and employs more than 135 people across the United States. Established in 1984, KAR began by managing John Anderson’s family assets but gradually expanded its services to include relatives, friends, and eventually a wide range of clients—including high net-worth individuals, public organizations, corporations, endowments, and foundations. Today, the company operates as an affiliate of Virtus Investment Partners, a Hartford, Connecticut-based multi-boutique investment management firm.

We are seeking a Trade Desk Assistant to join our Global Equity Trading Desk and work at the heart of global markets, supporting trading operations across both domestic and international strategies. This is an exciting opportunity for passionate, highly analytical recent graduate who thrives in fast-paced environments and wants to develop expertise on a respected trading desk.

Role Overview

As a Trade Desk Assistant, you will play a pivotal role in supporting the equity trading team and gain hands-on experience with sophisticated trading systems and global markets. This dynamic, high-impact position offers you a front-row seat to the decision-making processes that drive investment success, setting you up for long-term growth within a collaborative, performance-driven culture.

Key Responsibilities

• Act as a key liaison between Trading, Operations, and Portfolio Implementation teams to resolve trade-related issues efficiently and accurately.

• Execute Private Model-only trades in GWP under the direction of our expert Institutional Trading Desk, deepening your understanding of strategic execution.

• Take ownership of the Charles River Trade Blotter for new orders and program trades, developing a keen eye for detail and process optimization.

• Monitor and adjust trade orders to ensure seamless flow between Charles River OMS and Newport EMS systems, leveraging cutting-edge technology to support best execution.

• Book trades in Charles River Development (CRD) and oversee post-trade processing to ensure accuracy and compliance.

• Perform end-of-day checks across Charles River OMS and Newport EMS systems, helping safeguard the integrity of our trading operations.

Ideal Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a related field.

• Strong interest in global equity markets and trading operations.

• Excellent attention to detail and organizational skills.

• Effective communicator and team collaborator.

• Familiarity with trading systems (e.g., Charles River, GWP, Newport EMS) is a plus.

• Proficiency in Excel; experience with Power Query or VBA is a bonus.

• Experience with Python, R, SQL, or other data analysis tools a plus.

• Knowledge of data visualization platforms (e.g., Tableau, Power BI, Plotly).

• Familiarity with financial market data sources (e.g., Bloomberg, Refinitiv, ICE).

• Knowledge of market structure and trading systems is advantageous.

Salary Range: $65,000 - $85,000 plus bonus.

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.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

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)

Philosophy

KAR Wealth Advisors offers a personalized wealth management experience by leveraging our firm’s extensive resources and talented team. We develop strong partnerships with our clients, offering expert guidance across key areas such as Investment Management, Retirement Planning, Tax and Estate strategies, as well as other important services.

Team Approach

The most important asset KAR has is the people. The culture is collaborative and respectful. The team is passionate about setting high standards for themselves and are proud to be part of this organization. They create the client experience as a team, and as a team, strive to make the best decisions for their clients.

Culture and Awards

• Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect.

• Ranked #3 on Barron’s top 100 investment advisors.

• Ranked #7 of RIA firms by Forbes in 2024

• Wealth for Good Awards – Best Corporate Social Responsibility program

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.

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