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.
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.
Base Salary Range
$110,000-$140,000 USD
