freehire launches on Product Hunt on 26 August.

Follow →

Investment Operations Analyst

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.

KKR is seeking a Loan Operations Analyst with interest in loan operations, asset management, and fund/GAV reporting to join its Asset Liability Portfolio Services (ALPS) team based in San Francisco, California. This role supports full lifecycle processing, reconciliation, and control of portfolio positions within Geneva. The Loan Operations Analyst will support the Fund Accounting and Controllership teams during monthly and quarterly closing, helping ensure the accuracy and integrity of financial reporting.

An ideal candidate will bring strong attention to detail, analytical rigor, and a proactive mindset, and will be eager to build expertise in investment operations. Prior coursework or internship exposure to Private Credit, Middle Market Loans, or Structured Products is a plus, but not required. The role calls for strong communication skills and the ability to thrive in a fast-paced, collaborative environment.

RESPONSIBILITIES:

  • Support end-to-end investment lifecycle processing, including trade capture, reconciliation, and settlement.
  • Maintain and resolve cash and position reconciliation exceptions daily.
  • Provide fund accounting support for monthly and quarterly financial close processes.
  • Partner with offshore operational support teams to help ensure adherence to process controls and SLAs.
  • Monitor and maintain position reconciliations, ensuring accuracy and timeliness across portfolios.
  • Provide support to the Fund Accounting and Controllership teams during monthly and quarterly close, helping ensure the accuracy and integrity of financial reporting.
  • Contribute to process improvement initiatives across the broader Investment Operations group.
  • Partner with KCS to provide SMA and client/reporting support, responding to client and internal reporting needs across SMAs and funds.

QUALIFICATIONS:

  • Bachelor's degree required; concentration in Finance, Accounting, Economics, or related field preferred.
  • 1-3 years of experience in Investment Operations or a related function within asset management, fund administration, or investment banking (internship experience counts).
  • Exposure to investment lifecycle concepts is a plus, e.g. cash management, corporate actions, loan processing, or credit activity processing (drawdowns, paydowns, rollovers).
  • Interest in developing expertise in institutional/alternative portfolio management and investment or insurance accounting solutions.
  • Familiarity with Geneva, Wall Street Office, or OMS/EMS platforms is a plus, not required.
  • Strong analytical, quantitative, and problem-solving skills.
  • Highly organized with the ability to prioritize, multi-task, and meet deadlines in a fast-paced environment.
  • Exceptional communication and interpersonal skills with the ability to collaborate effectively across teams.
  • Self-starter with a proactive and results-driven approach.
  • Proficiency in Excel required; experience with VBA, Visio, or data visualization tools is a plus.
  • Demonstrated initiative, curiosity, and adaptability in managing evolving business needs.
  • Positive, “can-do” attitude and a desire to contribute to a culture of continuous improvement and excellence.

#LI-ONSITE

This is the expected annual base salary range for this San Francisco-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.
Base Salary Range
$70,000$85,000 USD

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 [email protected]. 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 [email protected]. 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.

What this application asks

greenhouse

First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location

  • Home Address optional
  • LinkedIn Profile optional
  • Website optional
  • Are you legally authorized to work for our company in the U.S.? choose one
  • Will you now or in the future require visa sponsorship to work in the United States? choose one
  • If yes, please briefly describe your current visa status. optional
  • Work Authorization Expiration Date optional
  • Are you currently an employee or have you been previously employed by KKR? choose one
  • Were you referred by a current or previous KKR employee, or by an external affiliate of KKR? choose one
  • Please provide name of Referrer. If not applicable, please indicate N/A. optional
  • Is the referrer aware they are being cited as a referral source? choose one · optional
  • Have you interviewed with KKR, its affiliates or any of its portfolio companies in the past 12 months? choose one
  • If yes, please provide details of the role, location and date. optional
  • Do you currently have a non-compete, non-solicitation, or notice period agreement that may affect your employment with KKR? Select all that apply. choose any
  • If you replied yes to the question above, please provide details of non-compete, non-solicitation and/or notice periods. optional
  • Are you currently, or have you ever been, employed by Deloitte in any capacity--for example, full-time, part-time, fixed-term, contractor/temporary, or intern/co-op/apprentice or the like? choose one
  • If yes, please provide your Deloitte employment details: job title, employment dates (MM/YYYY - MM/YYYY or MM/YYYY - Present, and office/location (city, country).
  • Do you have any family members currently employed by KKR (inclusive of Global Atlantic Financial Company (“GA”)? For purposes of this question, a “family member” includes (a) anyone related to a KKR or GA employee by blood, adoption, foster care or marriage (including step-relationships); or (b) a spouse, fiancé(e), domestic partner, or any individual with whom the employee has a relationship that is substantially similar to a familial or marital relationship. choose one
  • If Yes, please provide the name of the current GA or KKR employee and identify the familial relationship.
  • I confirm that my application materials and interview responses reflect my own work and were not generated, edited, or supplemented by AI tools (e.g., ChatGPT, Gemini, Claude, etc.). choose one
  • Please indicate any languages in which you are fluent. choose any
  • If you are fluent in any additional language, please specify. optional

See also

Tailor your CV for this role?

We couldn't check your fit for this role — add a CV to your profile to see it next time.

A new version of freehire is available