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Senior Analyst/Associate – Transfer Agent Oversight at KKR in Boston.
Drive investor servicing excellence across wealth products, overseeing vendors, data quality, and automation.
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 is seeking a Senior Analyst or Associate to join the Wealth Investor Relations team in a Transfer Agent Oversight role. This individual will be responsible for supporting the oversight of transfer agent relationships and operating processes across KKR’s wealth-focused investment products.
The role will focus on service provider oversight, investor servicing workflows, operational controls, issue management, reporting, and process improvement. The successful candidate will partner closely with Wealth IR, Fund Finance, Legal, Compliance, Tax, Data Operations, Technology, fund administrators, custodians, intermediaries, and transfer agents to help deliver a high-quality servicing experience for advisors and investors.
Responsibilities include:
- Oversee transfer agent service delivery across onboarding, account maintenance, subscriptions, redemptions, transfers, distributions, statements, confirms, tax reporting, and investor servicing matters.
- Maintain strong working relationships with transfer agent contacts, fund administrators, custodians, intermediaries, platform partners, and internal stakeholders.
- Monitor transfer agent performance against SLAs, KPIs, operating procedures, and quality expectations.
- 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.
- Identify operational risks, service gaps, data quality issues, and opportunities to improve scale, automation, and the investor/advisor experience.
- Partner with Technology, Data Operations, and external providers to improve automation, reporting, data quality, workflow tools, and system integrations.
- Contribute to a culture of continuous improvement, strong ownership, and institutional-quality execution.
Qualifications include:
- 3-4 years of relevant experience in asset management, alternatives, wealth management, investor relations, transfer agency, fund administration, or financial services operations.
- Knowledge of transfer agent workflows, investor servicing, subscriptions, redemptions, distributions, tax reporting, and account maintenance.
- Experience with registered funds, private funds, interval funds, tender offer funds, BDCs, REITs, or wealth-oriented alternative investment products preferred.
- 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.
Base Salary Range
$110,000 — $140,000 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 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.