Y Combinator Client Operations - Americas Servicing (Wirehouse) - Senior Analyst/Associate
Summary
Support KKR's Global Wealth Investor Relations team with client onboarding, platform implementation for wirehouses and broker-dealers, and third-party service provider management for alternative investment products using Microsoft Office and CRM tools.
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 bring deep knowledge of registered and private fund administration and onboarding and platform (private banks, wirehouses, RIAs and independent broker dealers) operational processes. They will also deliver strong relationships across third party service providers (such as transfer agents and administrators) and their counterparts at our platform partners. This individual will work seamlessly within the Global Wealth Solutions business, supporting financial advisors and their relationship managers in set territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at KKR.
RESPONSIBILITIES
- Field inquiries from financial advisors, investors & internal stakeholders regarding KKR investment offerings
- Support operational onboarding and implementation of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, and third party providers and independent broker/dealers)
- Help oversee and manage our relationship with third party service providers (transfer agents, administrators, outside counsel, and financial printers)
- Develop strong understanding of distribution partners’ operational platforms and processes and become resident KKR expert for advisor and KKR inquiries
- Liaise with KKR product teams, finance and third party transfer agents relating to client inquiries, problem resolution and reconciliation
- Assist with ad hoc projects / research to support Client Operations and GWS business initiatives
QUALIFICATIONS
- Bachelor’s degree required
- At least 3-5 years of experience in investor relations, or a similar support role, ideally in the alternative investments industry
- Comprehensive knowledge of alternatives, with an emphasis on private markets products
- Proven expertise in the ongoing product management of alternative funds targeted at Accredited Investors and Qualified Purchasers
- Exceptional interpersonal skills, with a high degree of professionalism and the ability to represent KKR’s values in interactions with both internal and external stakeholders
- Strong communication skills
- Ability to manage multiple priorities simultaneously
- Mastery of Microsoft Office (Outlook, Excel, Word and PowerPoint)
- Familiarity with CRM and/or sales enablement and inquiry management tools (preferred)
- Comfort using AI-powered tools to improve productivity and quality of work when applicable
- Curiosity about and openness to adopting emerging AI technologies in day-to-day workflows
- Ability to critically evaluate AI-generated outputs for accuracy and relevance
- 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 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.