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Follow and look to improve daily control procedures, provide operational services to clients, data integrity, trade operations, investment accounting/reconciliations, proxy voting, corporate action voting, monthly performance review, resolution of daily issues
Assist with enforcing controls with special emphasis on Accounting, OMS, and post trade processes
Timely and accurate provide ad hoc, high profile, monthly, and quarterly client reporting
Monitor technology vendors and connectivity with data sources and assist with trouble shooting daily issues (CRM, Investment Tools, ISS, GWP, GWPA, Pages, etc.)
Aware of firm wide technology needs and requirements and support evolution of platform to meet and anticipate needs in an economical fashion
Ensure internal processes and procedures to promote compliance based on SLAs requirements of institutional, dual contract, wealth advisory, and wrap business segments.
Onboard client accounts – review and execute check list items; coordinate with sales and middle office; establish and maintain integrated procedures with IAAs, Institutional Marketing, Compliance, global funds management with client onboarding
5+ as an asset management industry expert in the management of investment operations of global investment strategies
Excellent understanding of the investment book of record and how it interacts with various investment vehicle books of record
Aptitude to manage 3rd party vendor providing critical daily processing / systems
Excellent business judgment with the ability to work well with cross functions and departments
Work well with all levels of employees effectively
Ability to work in an intense environment under tight deadlines and contribute thoughtfully and high quality work
Experience with trade operations, client statements, and investment accounting
Heightened attention to detail
Flexible, ability to adjust schedule to be available for meetings in all global time zones
Ability to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization, and automation
Excellent communications skills
Ability to address daily issues and identify solutions
Ability to see multiple steps ahead when faced with complex issues or new situations
Proficient at Microsoft suite – Word, Outlook, PowerPoint, Excel
Competitive salary DOE
Health & Dental Insurance
Lunch provided daily
A competitive compensation will be offered. Details will be discussed at the appropriate time with interested, qualified candidates. For additional general information on Kayne Anderson Rudnick, please access the firm's web site at www.kayne.com.
No phone calls please
Internal Number: 5903357
About Kayne Anderson Rudnick Investment Mgt
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