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Client Services Treasury Analyst

Boston, United States
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Job Overview

Salary
Location Boston, United States
Type Full-time

Skills & Requirements

Skills requirements will be updated shortly.

Strong analytical and problem-solving skills
Excellent communication and presentation abilities
Proficiency in financial modeling and analysis
Attention to detail and accuracy
Ability to work under pressure and meet deadlines
Team collaboration and leadership skills

Qualifications & Education

Experience Required

0-2

About the Role

Client Services Treasury Analyst

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Role Overview

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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.POSITION SUMMARY
The Global Treasury team is within the Global Markets Operations group at KKR and supports all treasury and cash management operations. This includes capital calls and distributions, deal funding and closing, bank account management, FX settlements, liquidity management, credit, and more. As the team shifts their focus to continuous improvement, they are seeking a high performing individual who excels when operating in a fast-paced, deadline-oriented environment. 
This role will play a critical leadership role in shaping and scaling the joint operating model between Global Treasury and KKR Client Services across all asset classes, including credit, private equity, and co-investments. You will serve as the point of contact for high-value investor treasury matters, lead complex issue resolutions, and oversee global processes to ensure seamless client servicing and operational excellence. This role demands a strategic mindset, hands-on leadership, and the ability to partner with senior stakeholders across the firm to build a best-in-class treasury servicing function that is robust, scalable, and technology-enabled.
KEY RESPONSIBLITIES

Partner with KKR’s Global Client Services Team to deliver best-in-class service to investors, ensuring timely and accurate client communications and follow-ups from a Treasury perspective.
Act as a primary contact for investor inquiries, including missing or incorrect payments, wire instruction verification, and other cash-related issues.
Maintain and manage investor wire details in compliance with KKR’s Wire Instruction Policy, ensuring accuracy and security of all records.
Collaborate with internal teams and banking partners to resolve investor requests and transaction discrepancies efficiently.
Contribute to the design and documentation of enhanced workflows leveraging technology and process realignment, including:

Implementation of a Treasury Management System (TMS) and related reporting capabilities.
Deployment of an inquiry management system to streamline communication and issue tracking.
Participation in global process realignment initiatives within the Treasury function.

OTHER RESPONSIBLITIES MAY INCLUDE

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Frequently Asked Questions

A Client Services Treasury Analyst is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Client Services Treasury Analyst role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Client Services Treasury Analyst role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Client Services Treasury Analyst position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.