Investment Operations Associate - Loan Settlements

KKR
Boston
Workplace: OnsiteFull timeUSD 90,000 - 130,000 annuallyFunction: Banking, Lending & CreditExperience: 4-6 yearsSkills: ["Intellectual curiosity","Commercial judgment","Attention to detail","Organizational execution","Problem-solving","Relationship-building","Communication","Client-service orientation","Discretion","Team-oriented"]

Support the end-to-end closing and settlement of leveraged loan trades for KKR’s Credit Trading desk, KKR Capital Markets, CLO business, and Private Credit Operations. Manage a high-volume closing pipeline using LSTA conventions and ClearPar workflows, review credit agreement provisions, coordinate funding with Treasury, and resolve settlement/documentation issues with Trading, Legal, and agent banks. Maintain accurate internal systems while identifying process and control improvements, including automation opportunities.

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FursaFursa
KKR
KKR
1 day ago

Investment Operations Associate - Loan Settlements

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Last checked: 11 hours agoStatus: Live

Job Summary

Support the end-to-end closing and settlement of leveraged loan trades for KKR’s Credit Trading desk, KKR Capital Markets, CLO business, and Private Credit Operations. Manage a high-volume closing pipeline using LSTA conventions and ClearPar workflows, review credit agreement provisions, coordinate funding with Treasury, and resolve settlement/documentation issues with Trading, Legal, and agent banks. Maintain accurate internal systems while identifying process and control improvements, including automation opportunities.
Location: Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage end-to-end closing and settlement of leveraged loan trades in accordance with LSTA conventions and settlement timelines.
  • •Run and prioritize a high-volume closing pipeline based on settlement dates, compensation deadlines, and counterparty requirements.
  • •Navigate ClearPar loan closing workflows including trade matching, document generation, and funding memo review.
  • •Review credit agreements and apply assignment provisions, minimum denominations, and eligible assignee requirements.
  • •Coordinate with agent banks, counterparties, Trading, Legal, and Treasury to resolve documentation/settlement issues and ensure trades are accurately reflected across internal systems.

Pay and Benefits

Salary: USD 90,000 - 130,000 annually

Key Requirements

  • •4-6 years of relevant experience in leveraged credit / syndicated loan closing.
  • •Strong working knowledge of LSTA trade documentation and the settlement process, including par and distressed conventions.
  • •Hands-on experience with ClearPar, including understanding of the leveraged loan trade lifecycle.
  • •Ability to interpret credit agreement provisions, including assignment provisions, minimum denominations, and eligible assignee requirements.
  • •Experience with delayed compensation and LSTA cost-of-carry concepts, plus preferred familiarity with Geneva and BMS Allvue.
Experience:4-6 yearsLeveraged creditSyndicated loansLoan closingLSTAClearParPrivate creditCLOTrading operations
Skills:Intellectual curiosityCommercial judgmentAttention to detailOrganizational executionProblem-solvingRelationship-buildingCommunicationClient-service orientationDiscretionTeam-oriented
Tech Stack:ClearParLSTAGenevaBMS AllvueWire instructionsAIAutomationTechnology

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
WebsiteLinkedIn