Client Services Treasury Analyst
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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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