Associate, Wealth IR Platform Servicing
About this role
COMPANY OVERVIEW
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.
TEAM OVERVIEW
KKR’s Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience.
We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word – working across all asset classes, products, and geographies – to ensure that our clients have seamless and positive experiences with KKR’s products, services, and people. As such, we work closely with KKR’s Global Client Solutions (“KCS”) and Global Wealth Solutions (“GWS”), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), and Deal teams.
We are passionate about understanding our clients’ needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where every team member is encouraged to share ideas and contribute to our clients’ success.
POSITION SUMMARY
KKR seeks to recruit a professional to focus on support for KKR’s Global Wealth Investor Relations team, for registered and private products across all alternative asset classes. The ideal candidate will have experience working with wealth platforms or asset managers, with a view of operational processes in transacting alternatives. The individual will support platform servicing and reporting, and ideally will be comfortable interpreting sales reporting, completing reconciliations in Excel, and building relationships with counterparts at wealth platforms.
RESPONSIBILITIES
- Support operational nuances of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, or independent broker/dealers)
- Reconcile internally facing and externally facing reporting for KKR and partner stakeholders.
- Partner with platforms, technology, finance and third-party administrator teams to increase automation and streamline subscription and account change management processes.
- Liaise with KKR strategic accounts team and various internal and external KKR Wealth stakeholders and service providers to prioritize platform initiatives and improve overall servicing model for wealth platform partners.
QUALIFICATIONS
- Minimum of 3-5 years of experience in a support role, ideally in the alternative investments industry.
- Possess strong computer and excel skills.
- Strong communication skills
- Self-starter with the ability to work independently, to identify reporting anomalies, and to move problem solving projects forward.
- Excellent academic credentials including an undergraduate degree.
- Ability to manage multiple projects/inquiries simultaneously.
- Experience with Transfer Agents, Administrators and Fund Service Providers (preferred)
- Series 7 and 63 preferred
This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.
Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.
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