KKR

4 weeks ago

Client Operations, Transfer Agent Oversight - Senior Analyst/Associate

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Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior Analyst/Associate to support oversight of transfer agent relationships and operating processes for wealth-focused investment products. Responsibilities include service provider oversight, investor servicing workflows, KPI/SLAs monitoring, issue resolution, and driving process improvements with cross-functional partners across Wealth IR, Fund Finance, Legal, Compliance, Tax, Data Operations, Technology, and external providers.

Location: Boston

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•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.

Pay and Benefits

Salary: USD 110,000 - 140,000 annually

Key Requirements

•3-4 years of experience in asset management, wealth management, investor relations, transfer agency, fund administration, or financial services operations.

Experience:3-4 yearsWealth managementInvestor relationsAsset management

Skills:CommunicationProblem-solvingAttention to detailRelationship managementProject management

Licenses:Series 7Series 63

Certifications:Series 7Series 63

Languages:English

Company Brief

KKR

Global investment firm providing alternative asset management and capital markets services across private equity, credit, real assets, and hedge funds, serving institutional and private clients worldwide.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: New York, United States

Founded: 1976

Website LinkedIn

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KKR