STAGE (stage.in)

Client Operations, Transfer Agent Oversight - Senior Analyst/Associate

Boston · Senior

Sponsorship not specified$110k-$140kDetected 26 days ago

Project ManagementCommunicationProblem Solving

About the role

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's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group.

Maintain strong working relationships with transfer agent contacts, fund administrators, custodians, intermediaries, platform partners, and internal stakeholders.
Serve as an escalation point for complex investor servicing matters, coordinating across internal teams and external providers to drive timely resolution.
Contribute to recurring service provider oversight meetings, manage issue logs, track action items, and drive timely resolution of escalations.
Develop and maintain oversight documentation and procedures.
Partner with Technology, Data Operations, and external providers to improve automation, reporting, data quality, workflow tools, and system integrations.
KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

Knowledge of transfer agent workflows, investor servicing, subscriptions, redemptions, distributions, tax reporting, and account maintenance.
3-4 years of relevant experience in asset management, alternatives, wealth management, investor relations, transfer agency, fund administration, or financial services operations.
Strong vendor oversight, project management, communication, analytical, and problem-solving skills.
Ability to work across functions and manage multiple priorities in a fast-paced environment.
Ability to identify risks and propose practical solutions.
High attention to detail, strong judgment, and a control-focused mindset.
Series 7 and 63 licenses are preferred.

Experience with registered funds, private funds, interval funds, tender offer funds, BDCs, REITs, or wealth-oriented alternative investment products preferred.

$110,000 - $140,000 USD
KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws.
Emails sent for unrelated issues, such as following up on an application, will not receive a response.
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.

You can request reasonable accommodations by sending an email to Benefits@kkr.com.

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.
We are passionate about understanding our clients' needs, providing leading solutions, and driving client satisfaction.

KKR is an equal opportunity employer.
Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com.

This listing is sourced directly from STAGE (stage.in)'s careers page and normalized into a canonical job model.