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Berkshire Hathaway jobs in Boston, MA

- 77 jobs
  • Senior Territory Manager (MA)

    Berkshire Hathaway 4.8company rating

    Berkshire Hathaway job in Boston, MA

    Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett's Berkshire Hathaway group - one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide. Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company's success is grounded in our core values: accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path! Benefits: We are an equal opportunity employer that strives to maintain a work environment that is welcoming and enriching for all. You'll be surprised by all we have to offer! Competitive compensation Healthcare benefits package that begins on first day of employment 401K retirement plan with company match Enjoy generous paid time off to support your work-life balance plus 9 ½ paid holidays Up to 6 weeks of parental and bonding leave Longevity awards (every 5 years of employment, receive a generous monetary award to be used toward a vacation) Tuition reimbursement after 6 months of employment Numerous opportunities for continued training and career advancement And much more Responsibilities We are seeking a Senior Territory Manager for our Massachusetts Territory. This individual will be responsible for agency relationships and business development, with a strong focus on the marketing of GUARD's products and developing the territory across their assigned footprint. This is a role for an experienced high-performing territory manager who excels at finding pockets of opportunities, cultivating strong agency partnerships, and executing profitable growth strategies aligned with the goals of Berkshire Hathaway GUARD Insurance Companies. This role requires routine travel within their assigned territory and outside of the territory on occasion. Responsibilities Develop and maintain profitable, meaningful relationships with agency partners by ensuring they are well-trained and understand the company's appetite, guidelines and initiatives. Actively engage agency partners to drive submission activity and achieve profitable growth and business mix goals. Consistent execution of day-to-day sales process and activities using a disciplined sales process by leveraging tools and metrics that reinforces the focus on agency relationships. Build strong working relationships with distribution leadership and internal stakeholders, taking a collaborative approach to identify and pursue growth opportunities, optimize territory alignment, and strategically expand across the territory. Analyze agency performance, market trends and competitor activity to inform tactical decisions and ensure ongoing alignment with GUARD's underwriting appetite and distribution objectives. Qualifications Ideal candidate has a minimum of 3+ years territory management and/or field underwriting experience Positive face of the organization and a “can-do” attitude Proven track record of developing and maintaining strong agency partnerships and obtaining sales results Solid technical knowledge of commercial insurance, including Worker's Compensation, Businessowners', Commercial Auto, and Umbrella Strong familiarity with the Massachusetts region and its agency networks, market conditions, and competitive landscape Excellent sales acumen and desire to make a difference Excellent communication, presentation and negotiation skills Bachelor's degree preferred Ability and willingness to travel regularly throughout the region by both car and air Proficiency in Microsoft Excel; experience with Power BI is a plus Salary Range $105,000-$130,000 USD with performance based bonus potential and use of a company car The annual base salary range posted represents a broad range of salaries around the U.S. and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
    $105k-130k yearly Auto-Apply 7d ago
  • Associate, Expense Planning & Analytics

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. TEAM OVERVIEW KKR's Financial Planning & Analysis (FP&A) team functions to enable growth and profitability for the firm through management reporting, strategic planning, and insightful analytics. The FP&A team is responsible for designing efficient frameworks through internal and external data and reports to understand the market environment and business dynamics. The team tracks metrics and key performance indicators, including industry changes and business trends, to develop sustainable and scalable approaches that drive short- and long-term improvements across finance's processes and systems. The team reports to senior management and business partners to present the planning process, set targets for financial performance, and implement best practices. POSITION SUMMARY The Financial Planning & Analysis (FP&A) supports senior management, business leaders and functional leaders across the firm with management reporting, forecasting and budgeting, and insightful analytics and partnership. We are looking to hire an Expense Planning & Analytics Manager to drive the firm's expense planning activities. This role will report to the Head of Expense Planning. This role will focus on reporting and planning activities, specifically related to our Shared Services businesses, and will be critical in working with business leaders and managers across Operations, Finance, Audit, Risk and the broader firm. The ideal candidate would have a combination of financial acumen, business and stakeholder management skills, and an entrepreneurial mindset. The candidate should also have excellent verbal / written communication skills and be a cultural fit with an emphasis on teamwork, inclusion, excellence and results. RESPONSIBILITIES * Foster strong relationships with business-level COOs, Business Leads, senior management, and other stakeholders to define business reporting and analytics requirements * Prepare and analyze G&A expense trends within our business operations functions and create reporting that is user-friendly to senior functional owners * Analyze financial data to identify trends, risks, and opportunities, and present financial insights to inform decision-making * Coordinate the annual budget process, interim forecast updates, and long-term plan * Prepare and present financial reporting to business leaders on a regular basis to drive transparency of spend and accountability to budget targets * Produce high quality, timely and insightful information to help senior management manage the firm and set direction. Respond in a timely manner to all ad hoc questions and requests for information. * Become a one stop, widely recognized source for high quality management information for various departments. * Work cross-functionally to automate manual processes and develop more efficient ways to compile and analyze data QUALIFICATIONS * BS/BA in Finance, Economics, Engineering or other quantitative discipline with a record of strong achievement * 5-7 years of experience with management reporting, budgeting, planning and forecasting, preferably in private equity or the financial services industry * Ability to deliver in a fast-paced environment with tight deadlines and multiple demands * Demonstrated problem-solving and decision-making skills * Excellent communication and presentation skills, both in written form and verbally to senior stakeholders * Exceptional excel skills required * Strong organizational, planning, quantitative modeling, problem-solving skills and strategic thinking * Focused attention to detail and high standards for quality, efficiency and accuracy in their work product * Collaborative, team-oriented, service-oriented and solutions-oriented 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 $115,000 - $145,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $115k-145k yearly Auto-Apply 33d ago
  • Client Services Treasury Analyst

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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 * Help establish technology-driven workflows that reduce reliance on email and enhance cross-functional coordination. * Support automation initiatives for reconciliations and exception-based cash monitoring. * Track and reconcile incoming capital calls and management fee payments from investors. * Assist in developing escalation protocols and operating models with third-party fund administrators. * Assist with audits, SOX compliance, and various reporting requests (periodic and ad hoc). * Contribute to ongoing cash management, process standardization, and continuous improvement efforts across Treasury. CRITICAL COMPETENCIES FOR SUCCESS * Bachelor's degree from an accredited institution; strong academic record required. * 2-4 years of relevant experience in treasury operations, financial services, consulting, or financial administration. * Prior client service experience-preferably in alternative asset management-with a demonstrated commitment to excellence. * Strong process mindset with proven ability to leverage technology and systems to enhance efficiency. * Experience with Treasury Management Systems (TMS) is strongly preferred. * Advanced proficiency in Microsoft Excel; familiarity with data management tools a plus. * Highly organized, detail-oriented, and capable of meeting deadlines in a demanding, high-pressure environment. * Strong written and verbal communication skills; able to communicate clearly and professionally across teams and with clients. * Demonstrated accountability, integrity, and follow-through in all aspects of work. * Collaborative team player with strong interpersonal skills and the ability to build trust across functions. * Grace under pressure, strong work ethic, and a service-oriented mindset with a positive attitude and sense of humor. * Self-starter who proactively identifies, escalates, and helps resolve issues. #LI-ONSITE 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 $100,000 - $130,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $100k-130k yearly Auto-Apply 34d ago
  • Client Onboarding Associate

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. TEAM OVERVIEW KKR's Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR's Client Solutions ("KCS"), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm's Investment professionals to provide information and solutions to clients. KKR seeks to recruit an experienced professional who is passionate about providing a high quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross-functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows. RESPONSIBILITIES * Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes * Manage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration * Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding * Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions * Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks * Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements * Contribute to the design and expansion of client self-service capabilities related to onboarding (e.g., data collection portals, onboarding checklists) * Ensure all onboarding-related data, documents, and client records are complete, accurate, and audit-ready * Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction * Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship * Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignment * Serve as data steward with objectives of protecting and enriching investor and commitment data * Continue the enhancement of robust data governance frameworks * Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs. REQUIREMENTS * Four-year bachelor's degree with a strong academic record from an accredited college or university * Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law * Understanding of alternative investments and both equity and credit product offerings * Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class service * Motivated self-starter who will own all operational aspects of the required processes * Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed * Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm * Extremely high attention to detail and accountability * Ability to maintain impeccable records of investor documents * Highly organized with exceptional attention to detail and excellent follow-through * Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude * Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor * An "always on call" orientation to work * Ability to identify, escalate, and resolve problems/issues #LI-ONSITE 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 $100,000 - $130,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $100k-130k yearly Auto-Apply 27d ago
  • Internal Audit Lead - Insurance

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. KKR is seeking to fill a full-time position for its best-in-class Internal Audit Department. The Internal Audit Department is responsible for providing global oversight of the KKR brand across all business lines, support functions, and regions. Internal Audit partners with key internal and external stakeholders to provide independent, objective assurance and consulting services designed to add value, protect the firm, and improve the efficiency and effectiveness of KKR's internal control environment and operational processes. A successful candidate will have the ability to lead audit projects, assess risk, determine root causes, recommend solutions, and build strong relationships across all levels of seniority within the firm. Serving as an internal consultant, this role provides frequent exposure to senior business leaders and the opportunity to drive impactful change throughout all areas of the firm. The position is based in the Boston office and includes leadership of a team of 4 individuals. RESPONSIBILITIES * Leading the insurance internal audit practice and overseeing execution of the insurance internal audit plan * Managing a team of 4 audit professionals focused on insurance operations and compliance * Overseeing Internal Audit projects and reporting into Managers located in New York * Managing audit-based aspects of U.S. insurance regulatory regimes, including state insurance departments, NAIC requirements, and federal oversight bodies * Helping drive the strategic direction and tactical execution of the risk-based Internal Audit Plan and risk assessment process * Executing internal audits by identifying and assessing the relevant financial, operational, legal/regulatory, and IT risks-including testing the design and effectiveness of mitigating controls * Collaborating on consulting engagements and special projects/analyses requested ad-hoc by Management * Developing process narratives, audit programs, and test procedures for assigned projects * Partnering with firm management to develop and implement corrective action plans in response to Internal Audit recommendations, best practices, and/or process improvements * Preparing audit reports and presenting recommended enhancements to Management * Maintaining awareness and knowledge of regulations in the insurance industry, general accounting principles, internal audit best practices, and best practices common in our businesses QUALIFICATIONS * Bachelor's degree from an accredited four-year university * 10+ years of working experience (experience at a Big 4 accounting or financial services firm is a strong plus) * Knowledgeable in insurance processes/risk (underwriting, claims, reserving, reinsurance, actuarial, investment management, etc.) * Relevant experience with insurance regulatory compliance and reporting requirements * Motivated self-starter who works well individually and in teams; Superior written and verbal communication skills; Able to provide professional skepticism with an inquisitive frame of mind * Professional certifications are a merit (e.g., CIA, CPA, CPCU, CLU, or other insurance designations) * Proficiency in Microsoft Office software (i.e., Excel, Word, PowerPoint) #LI-HYBRID 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 $170,000 - $215,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $170k-215k yearly Auto-Apply 29d ago
  • Client Services Treasury Manager

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. 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 Client Engagement & Communication * Act as a senior liaison to investors and internal stakeholders on investor related treasury matters, ensuring proactive communication and high-touch client service. * Develop thought leadership and reporting frameworks to provide insights into treasury operations and investor capital movements. * Lead the development and execution of a global client servicing model for treasury operations. * Drive strategic initiatives that improve investor experience and operational efficiency across multiple asset classes. Operational Oversight * Oversee end-to-end client treasury servicing, including capital calls, distributions, wire instruction management, and cash settlement processes. * Establish governance frameworks and escalation protocols with third-party fund administrators and banking partners. * Lead initiatives to strengthen risk management, SOX compliance, and audit readiness across treasury client operations. * Partner with senior leadership across Client Services, Treasury, Legal, and Finance to design and implement policies, controls, and best practices. Process & Technology Transformation * Champion the implementation of treasury management systems, inquiry management tools, and automated reconciliations. * Drive global process realignment initiatives that enhance scalability, transparency, and control. * Define and standardize workflows that reduce reliance on email-driven communications and strengthen cross-functional collaboration. CRITICAL COMPETENCIES FOR SUCCESS * Bachelor's degree with a strong academic record from an accredited college or university; advanced degree a plus * 4-6 Years of relevant experience, preferably working in treasury management, client servicing, financial operations, or related fields within alternative asset management or financial services. * Demonstrated success in leading client-facing treasury or operations teams with a global scope. * Deep understanding of capital flows, cash management, and investor servicing in private equity, credit, and co-investment structures. * Proven track record of driving process transformation, system implementations, and risk management initiatives. * Superior verbal and written communication skills with the ability to confidently engage senior stakeholders and clients. * Highly organized, with the ability to manage competing priorities in a fast-paced, high-pressure environment. * Strong leadership presence, professionalism, and integrity, with the ability to mentor and develop junior team members. * Resilient, collaborative, and solutions-oriented with a continuous improvement mindset. #LI-ONSITE 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 KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $110k-140k yearly Auto-Apply 54d ago
  • Market Data Professional

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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 KKR is looking for a sourcing professional to join the Strategic Sourcing team. This individual will report to the Market Data category lead and will help shape the Market Data category strategy. The individual should have prior Market Data procurement experience, senior stakeholder management, and Market Data vendor relationship management experience. IDEAL EXPERIENCE A successful candidate will typically have 10+ years of experience with a demonstrated track of sourcing and negotiation skills at a comparable financial service organization. RESPONSIBILITIES * Oversee market data category strategy (in conjunction with Tech Market Data team): * Help define and execute firm's market data strategy * Apply right Governance & role-based methodology to category * Manage license inventory * Track savings and other expenses (i.e. Exchanges) * Work with Accounts Payable to reconcile all invoices to contracts * Maintain central contract database, proactively manage expirations to alert Category Manager * Onboarding and offboarding vendors, align with appropriate stakeholders * Manage News and Subscriptions sub-category * Create reporting and metrics, especially Usage, for end users to help drive savings or consolidation opportunities * Communicate with internal and external audiences as licenses are added/re moved/cancelled * Conduct end-user entitlement re-certification * Enhance user experience through helping to run training classes, define super users, and ensure KKR leveraging the full suite of products/data procured QUALIFICATIONS * Experience with spend analytics, sourcing and contract management processes and systems. * Experience with category management, strategy sourcing processes and relationship management. * Strong contract negotiation, commercial negotiation and vendor relationship management skills * Demonstrated ability to effectively interact in a cross-functional environment with various teams and types of vendors. * Excellent verbal and written communication skills, including synthesizing research and conceptual work into actionable and presentable deliverables. * Accountable, with a strong sense of professionalism and integrity. * Highly organized, efficient and able to work to tight deadlines in a high-pressure environment. * Excellent interpersonal skills and the ability to build strong professional relationships at all levels * Undergraduate degree with strong academic credentials and ~10 years of relevant work experience. This role requires in office attendance at least 4 times a week in Boston. #LI-ONSITE 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 KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $110k-140k yearly Auto-Apply 60d+ ago
  • Executive Director, Investment Solutions Strategist & Equity Analyst - Specialty Solutions Group

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of June 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit ************************* The Specialty Solutions Group (SSG) is seeking an experienced professional to join the team, in a unique hybrid capacity, combining the responsibilities of an investment strategist with complementary equity research responsibilities. With over $75b in AUM and experiencing strong business growth, the SSG Team is seeking an investment professional who can contribute to investment analysis of equities across a range of market caps and industries, as well as engaging with internal and external partners, consultants and high net worth prospects. This role is ideal for a candidate who thrives in both analytical and strategic environments and is passionate about investing. What you'll do in the role: Develop thought leadership content including white papers, presentations, and ad hoc analyses to support business development efforts of SSG. Serve as a subject matter expert on SSG's offerings and consult with appropriate team members on product positioning and outreach efforts. Communicate portfolio positioning, performance and investment rationale to internal and external stakeholders. Act as a spokesperson for the business, providing investment insights and training to financial advisors, wealth management consultants, and due diligence teams. Lead competitive market analysis, track investor trends, and support product launches. Act as a conduit between investment and distribution teams Build and maintain relationships with sales partners, research teams, and financial advisor community. Collaborate with marketing, legal, and product development teams to support business development and maintain accurate offering materials. Research, analyze, and provide investment recommendations on publicly traded companies across a variety of industries and market caps (focus on SMID). Identify secular growth opportunities as well as risks across a broad investment universe. Pursue a long-term investment approach balancing investment and tax considerations. Utilize both qualitative and quantitative research to generate actionable investment insights. Establish and maintain effective relationships with other analysts to maximize knowledge across sectors. What you'll bring to the role: Minimum 10-15 years of relevant investment experience, with expertise in health care, financials and industrials sectors and small and mid-cap securities preferred CFA or Master's degree in business or finance Proven ability to articulate investment strategy and insights to clients, analysts, and internal stakeholders Proven track record of generating alpha over an extended investment horizon Superior understanding of securities analysis, valuation methods, and investment research techniques Excellent communication, presentation, and interpersonal skills Strong leadership and decision-making skills Advanced computer proficiency and strong attention to detail Willingness and ability to travel Who you are: Operates with a strong sense of ethics and integrity in your interactions with others and decision making. Takes accountability and ownership in your work with a focus on long-term value creation. Track record of fostering a culture of honesty, transparency and accountability within teams. Proven ability to collaborate across teams to deliver optimal solutions for clients. A passion for innovation, with a continuous improvement mindset to drive excellence. Respect for individual differences, with an openness to diverse perspectives. Engagement in community service, volunteering or corporate citizenship initiatives. Commitment to mentoring and supporting professional growth of others. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $103k-133k yearly est. Auto-Apply 5d ago
  • Citi Private Bank - UHNW Private Banker

    Citigroup Inc. 4.6company rating

    Boston, MA job

    The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Greenwich Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $132k-207k yearly est. 3d ago
  • Intern

    Morgan Stanley 4.6company rating

    Middleton, MA job

    Responsibilities: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. Requirements: High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $33k-42k yearly est. Auto-Apply 60d+ ago
  • Head of Domestic Insurance Tax

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. The Head of Domestic Insurance Tax will be a senior member of KKR's Global Tax Team, responsible for managing and optimizing the U.S. insurance group's tax reporting, compliance, and governance processes. In addition to leading financial reporting and compliance oversight, this role will work closely with the insurance tax structuring and planning teams to create effective connections between recurring tax activities and the firm's broader strategic initiatives. The successful candidate will bring deep technical expertise in insurance taxation, including ASC 740 considerations specific to insurance entities, as well as experience managing external advisors and internal stakeholder relationships across a complex, global organization. The ideal candidate will demonstrate strong leadership, communication, and organizational skills, with a proven ability to operate in a fast-paced, collaborative environment. RESPONSIBILITIES * Lead and manage the U.S. insurance tax compliance function, including oversight of federal, state, and local corporate and partnership income tax returns, insurance premium tax filings, insurance excise tax returns, and related estimated payments. * Supervise and review complex insurance-specific ASC 740 calculations for both U.S. GAAP and statutory financial reporting, including deferred tax asset admissibility under SSAP 101, DAC tax impacts, separate account treatment, and valuation allowance assessments. * Develop and maintain strong relationships with key internal stakeholders across Tax, Finance, Controllership, Legal, and Business Units to ensure alignment of compliance activities with financial reporting and strategic goals. * Coordinate closely with the insurance tax structuring and planning teams to ensure new transactions, reinsurance arrangements, and entity formations are properly reflected in tax filings and reporting. * Oversee engagement with external service providers-including accounting firms, advisors, and consultants-ensuring high-quality deliverables, efficient project management, and appropriate use of resources. * Monitor and analyze new tax legislation, regulatory changes, and administrative developments, evaluating their potential impact on the company's insurance operations and implementing necessary adjustments. * Manage insurance excise, state, and local tax issues, ensuring compliance with jurisdictional requirements and optimizing filing efficiency across multiple entities. * Support audit defense and examination activities with federal, state, and local tax authorities, including coordination of information requests and preparation of supporting documentation. * Drive continuous improvement and process optimization, including tax technology enhancements, workflow automation, documentation, and strengthened internal controls. * Mentor and develop junior team members, fostering a collaborative, high-performing environment that promotes learning and accountability. QUALIFICATIONS * Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation and/or CPA designation strongly preferred. * 15+ years of progressive tax experience, including significant experience in public accounting and/or insurance industry tax departments. * Extensive knowledge of U.S. insurance company tax rules, including life and non-life taxation, reinsurance, and related filing requirements. * Strong expertise in ASC 740, including insurance-specific issues such as deferred tax asset admissibility, SSAP 101 limitations, and statutory versus GAAP reconciliations. * Working knowledge of insurance excise tax and multi-state insurance tax regimes, including premium, retaliatory, and franchise tax considerations. * Proven ability to manage external advisors and large-scale compliance projects, ensuring efficiency, accuracy, and alignment with corporate objectives. * Demonstrated success in building productive relationships with senior management, finance leadership, and cross-functional teams. * Excellent communication, analytical, and organizational skills, with the ability to explain complex tax issues to both technical and non-technical audiences. * Highly proactive, detail-oriented, and capable of managing multiple priorities in a dynamic environment. #LI-HYBRID 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 $175,000 - $240,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $175k-240k yearly Auto-Apply 28d ago
  • Associate - Global Product Data Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Creating and managing securities with a focus on automation, data quality and risk mitigation. * Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. * Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions * Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks * Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: * 2+ years of experience in the asset management side of the investment management industry. * Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. * Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. * Proficiency with data querying tools such as PL/SQL and MSSQL a plus * Proficiency with market data providers such as Bloomberg and Refinitive a plus * Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus * Strong organizational skills with strict attention to detail. * Demonstrated success working in a high volume, high intensity environment. * Demonstrated commitment to risk control and management. * Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. * Excellent oral and written communication skills. * Professional and decisive with outstanding business judgment and ability to see issues through to resolution. * Proficient computer skills, particularly with Microsoft Office (Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-90k yearly Auto-Apply 8d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Boston, MA job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication • Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures • Lead, mentor, and supervise a team of Support and Service Professionals • Promote cross-training, learning, development and recognition of Service and Support Professionals within the market • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals • Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution • Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls • Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch • Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements • Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight • Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies • Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description • Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies • Additional operational oversight may be required • Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • Bachelor's degree required or equivalent education • Previous industry experience • Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required • Other licenses as required for the role or by management Knowledge/Skills • Effective written and verbal communication skills • Strong attention to detail • Ability to prioritize and resolve complex needs and escalate as necessary • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies • Evidence of strong leadership and talent development capabilities • Previous supervisory experience preferred • Exceptional organizational and time management skills • Exceptional conflict resolution skills • Ability to manage relationships, motivate and lead groups of people at various levels throughout the market • Knowledge of Firm's Risk & Compliance policies • Ability to think strategically Reports to: • Market Business Service Officer Direct reports: • Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 40d ago
  • HR Technical Solution Architect

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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 We are seeking a highly skilled and strategic HR Technology Solution Architect to lead the technical delivery and optimization of our Workday platform and supplemental HR systems. This role is a subject matter expert (SME) of workday and other supplemental HR systems and responsible for technical service delivery of our HR tech stack, from system administration and upgrades to complex integrations and security. RESPONSIBILITIES * Solution Design & Development: Architect and implement end-to-end Workday solutions leveraging Extend, Orchestrate, Prism, and Integrations (Core Connectors, Studio, EIB, REST, SOAP). Design secure, scalable applications and workflows aligned with business objectives and control frameworks. * Data & Analytics: Build and manage Prism datasets and pipelines to integrate and analyze data from multiple systems. Develop robust reporting and dashboards to support strategic HR insights and compliance monitoring needs in partnership with the People Analytics team. * Governance, Security & Compliance: Ensure all Workday solutions comply with SOX, GDPR, and data privacy regulations. Partner with Information Security and Audit teams to define access controls, segregation of duties, and compliance documentation. Maintain rigorous change management and testing processes aligned with Internal Audit standards. Collaborate with Information Security, Audit and Human Capital Operations on periodic reviews, system certifications, and overall governance frameworks. * Support & Training: Provide advanced Tier 2 (L2) support for Workday modules, helping resolve data integrity issues and testing new features. You will be able to translate complex technical concepts into understandable terms for non-technical audiences. * Continuous Improvement: Stay informed about emerging HR technologies and trends to recommend innovative solutions. You will foster a culture of continuous improvement by regularly reviewing and enhancing HR tech solutions to meet evolving business needs. * Implementation & Upgrades: Serve as an advanced SME for Workday and other HR systems. You will lead and manage implementation, upgrade, and optimization projects, as well as actively participating in the design, planning, and support of new HR systems. Manage Workday releases and associated regression testing. QUALIFICATIONS * 10+ years of progressive experience in HR technology or a similar role, with deep hands-on experience in Workday HCM, Greenhouse, and other systems in a global environment. * Education: Bachelor's degree in Business, Computer Science, Human Resources, or a related field. * Technical Expertise: Deep expertise in multiple Workday modules (e.g., Core HCM, Benefits, Compensation, Payroll, Absence, Performance, Talent, Recruiting, Reporting). Hands-on experience with Workday Extend application development and deployment. Hands-on experience with building Workday Prism data pipelines. You should also have experience with Workday Integrations (EIBs, Core Connectors, Workday Studio). Understanding of change control, release management, and ticketing tools (e.g., ServiceNow). Experience with custom Workday objects, business processes, report creation and HCM configuration. * Functional Knowledge: Strong functional and business knowledge of HR processes, including the recruiting lifecycle, onboarding workflows, and HR tech data architecture. Knowledge of Workday security and reporting concepts. * Excellent interpersonal, communication, and teamwork skills. Strong analytical and problem-solving skills with a solid foundation in SDLC. You must have the ability to manage multiple initiatives in a global organization. * Service Now HRSD experience desirable. #LI-ONSITE This is the expected annual base salary range for this New York-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 $150,000 - $190,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $150k-190k yearly Auto-Apply 60d+ ago
  • Real Estate Sales Agent

    Weichert Realtors With Donahue Partners 4.8company rating

    Rochester, MA job

    Job Description Build a Career, Not Just a Job. Are you a licensed Real Estate Agent looking for a brokerage that actually invests in your success? At Weichert Realtors - Donahue Partners, we don't just hire agents; we build top producers. We have been recognized as the Best Real Estate Brokerage on the Upper Cape for 4 of the last 5 years because we focus on one thing: empowering our agents. While the market shifts and other brokerages slow down, our technology-driven approach has us pacing for our best year yet. The Weichert - Donahue Advantage: We Have the Leads: Our aggressive internet generation system produces a surplus of high-quality leads every month. We need agents to take these opportunities and turn them into closed deals. World-Class Training: From mastering lead conversion to maximizing your Sphere of Influence (SOI), our coaching program is designed to take you from "licensed" to "successful" in record time. Tech That Works: We provide the CRM tools, marketing platforms, and transaction management support you need to work smarter, not harder. A Culture of Success: Join a close-knit, high-energy team where leadership is accessible and your fellow agents support your growth. Responsibilities: Respond to new leads promptly and professionally (speed to lead is key!). Nurture relationships with buyers and sellers to understand their unique needs. Conduct market consultations, listing presentations, and property showings. Negotiate contracts and oversee transactions from offer to closing. Commit to continuous learning through our training programs and team meetings. Qualifications: Current Real Estate License (Required). Sales Mindset: You are self-motivated, hungry for results, and comfortable working on a commission basis. Excellent Communicator: You can build rapport quickly over the phone and in person. Tech-Savvy: You embrace new technology and are organized in your follow-up. Team Player: You want to be part of a winning culture. Compensation: Pay: $48,226 - $196,492+ per year (Commission-based). Structure: Competitive splits with bonus opportunities. Our team is inundated with business and we are looking for the right people to handle the overflow. If you are ready to upgrade your real estate career, we want to talk to you. Apply Now to Join the Best Team in the Region!
    $48.2k-196.5k yearly 26d ago
  • Program Manager, People Analytics Enablement

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. Role Overview The Program Manager, People Analytics Enablement will drive the execution, governance, and adoption of KKR's People Analytics roadmap. This role ensures that BI, data, and governance initiatives move from design to impact through structured processes, disciplined communication, and user enablement. You will act as the operational backbone of the function - orchestrating delivery, documentation, and governance while also leading change management and adoption efforts to ensure dashboards are understood, used, and valued by business partners and HR stakeholders. This is a high-visibility role ideal for a strong program operator with experience in analytics, data, or HR technology environments. Reporting to the Head of BI Analytics, you will quarterback cross-functional teams of data engineers, manage complex stakeholder relationships to adopt new technology, unblock obstacles, and ensure seamless delivery of enterprise-grade analytics capabilities that support KKR's global workforce strategy. Program & Delivery Management * Lead end-to-end program planning and execution for People Analytics initiatives (BI dashboards, data governance frameworks, enablement projects, and documentation). * Maintain and continuously refine the People Analytics roadmap, OKRs, and milestone tracking across all workstreams. * Oversee Jira workflow for ad hoc reporting requests and larger projects - from intake and triage through delivery and release - ensuring timely response and transparent prioritization. * Manage risk, dependencies, and resource planning across BI, Data Engineering, and HRIS teams. * Serve as the single point of truth for project status, blockers, and progress reporting. Operational Excellence & Enablement * Build and manage the release management framework, including dev → UAT → production workflows, release documentation, and communication. * Govern and structure Confluence documentation, ensuring consistent templates, ownership, and version control across dashboards and processes. * Drive process optimization - standardizing how the People Analytics team tracks work, communicates, and delivers. * Partner with BI developers to operationalize the Design Standards & Branding Framework across deliverables. Change Management and Enablement * Own and execute the change management strategy for new dashboards (e.g., attrition, recruiting, …) ensuring adoption, understanding, and sustained usage. * Develop and maintain enablement assets such as quick-start user guides, explainer videos or walkthroughs, FAQ and glossary pages linked to Confluence * Partner with Analytics Business Partners to coordinate training sessions, demos, and communications that drive awareness and confidence. * Lead dashboard adoption campaigns, track usage analytics, and identify opportunities to simplify or consolidate underused dashboards. * Gather and synthesize user feedback to inform continuous improvement in BI products. * Integrate enablement metrics (adoption, usage frequency, training participation) into People Analytics' reporting. Skills Governance & Data Operations Support * Partner with the Head of People BI Analytics to operationalize the Data Governance Framework ensuring clear ownership, access management, and documentation standards. * Maintain the Security Matrix, track access requests, and schedule periodic audits with HRIS and Data Engineering. * Support the Data Governance Council cadence preparing materials, action logs, and decision tracking. Cross-Functional Coordination & Communication * Coordinate across HRIS, Data Engineering, Analytics Business Partners, and BI teams to ensure cross-functional alignment and progress. * Run standing cadences - BI standups, steering committees, retrospectives, and leadership updates. * Manage communications and documentation for all releases, launches, and quarterly stakeholder reviews. * Partner with HR leadership to build transparency into People Analytics deliverables and outcomes. What You Bring Required Experience * 7-10 years of experience in program or project management, ideally within analytics, HR technology, or data environments * Bachelor's Degree * Proven record driving change management and enablement for BI or analytics platforms (e.g., Tableau, Power BI, Workday reporting). * Proven ability to manage complex, cross-functional programs with multiple stakeholders and dependencies. * Strong operational mindset - able to bring process structure to fast-moving teams. * Proficiency with Jira, Confluence, and collaboration tools (e.g., Smartsheet, Monday, or Asana). * Understanding of data lifecycle concepts (data warehouse, BI tools, QA/testing, release management). * Exceptional communication and stakeholder management skills - able to translate technical progress into executive language. Preferred * Experience in People Analytics, HR data, or Workday/Greenhouse ecosystems. * Experience working in a post-merger environment. * Familiarity with BI tools (Tableau, Power BI, Looker) and data visualization concepts. * Exposure to data governance and access control frameworks (RBAC). * Background in agile or hybrid delivery models and release management. * Demonstrated success in scaling analytics or data operations functions. Certifications (Preferred) * PMP, CAPM, or equivalent program management certification * Agile/Scrum certifications (CSM, PSM, SAFe) * Change management certifications (Prosci, CCMP) a plus Core Competencies * Program Orchestration: Passion for coordinating complex initiatives across multiple teams; you get energized by bringing order to complexity * Communication Skills: Clear, concise communicator who can distill complexity for different audiences and facilitate productive discussions * Stakeholder Management: Proven ability to build relationships, influence without authority, and navigate diverse perspectives * Change Leadership: Experience supporting organizational change with empathy, persistence, and pragmatism * Problem-Solving: Resourceful thinker who can navigate ambiguity, unblock obstacles, and find creative solutions * Attention to Detail: Organized approach to tracking dependencies, risks, and deliverables across multiple workstreams * Cultural Fit: You value kindness and collaboration as much as delivery excellence; you make the people around you better * Growth Mindset: You're eager to take on new challenges, learn from experienced leaders, and expand your capabilities This is the expected range of daily salary rate for this position. Actual daily salary rate may vary based on several factors, such as skill, experience, and qualification for the role. Hourly Rate $100 - $150 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $108k-139k yearly est. Auto-Apply 20d ago
  • Wealth IR Wirehouses -Senior Analyst/Associate

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. TEAM OVERVIEW KKR's Client Operations team owns and operates most dimensions of the client lifecycle. We are responsible for the client interactions, underlying operating models, and overarching strategy related to client onboarding, product onboarding, capital activity, communications, inquiry servicing, offboarding, and more. Our mission is to provide a leading client experience. We are 60+ professionals committed to delivering exceptional service and building lasting relationships with our clients. Our team is global in every sense of the word - working across all asset classes, products, and geographies - to ensure that our clients have seamless and positive experiences with KKR's products, services, and people. As such, we work closely with KKR's Global Client Solutions ("KCS") and Global Wealth Solutions ("GWS"), Business Operations (Legal, Compliance, Treasury, Tax, Finance, Technology, etc.), and Deal teams. We are passionate about understanding our clients' needs, providing leading solutions, and driving client satisfaction. Our team operates in a dynamic environment where problem-solving, communication, and attention to detail are key. We prioritize a culture of empathy, responsiveness, and continuous improvement, where very team member is encouraged to share ideas and contribute to our clients' success. POSITION SUMMARY KKR seeks to recruit a Senior Analyst or Associate to focus on support for KKR's Global Wealth Investor Relations team, for registered and private products across all alternative asset classes. The ideal candidate will bring deep knowledge of registered and private fund administration and onboarding and platform (private banks, wirehouses, RIAs and independent broker dealers) operational processes. They will also deliver strong relationships across third party service providers (such as transfer agents and administrators) and their counterparts at our platform partners. This individual will work seamlessly within the Global Wealth Solutions business, supporting financial advisors and their relationship managers in set territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at KKR. RESPONSIBILITIES * Field inquiries from financial advisors, investors & internal stakeholders regarding KKR investment offerings * Support operational onboarding and implementation of KKR offerings on platforms (private banks, wirehouses, RIAs, custodians, and third party providers and independent broker/dealers) * Help oversee and manage our relationship with third party service providers (transfer agents, administrators, outside counsel, and financial printers) * Develop strong understanding of distribution partners' operational platforms and processes and become resident KKR expert for advisor and KKR inquiries * Liaise with KKR product teams, finance and third party transfer agents relating to client inquiries, problem resolution and reconciliation * Assist with ad hoc projects / research to support Client Operations and GWS business initiatives QUALIFICATIONS * At least 3-5 years of experience in investor relations, or a similar support role, ideally in the alternative investments industry * Comprehensive knowledge of alternatives, with an emphasis on private markets products * Proven expertise in the ongoing product management of alternative funds targeted at Accredited Investors and Qualified Purchasers * Exceptional interpersonal skills, with a high degree of professionalism and the ability to represent KKR's values in interactions with both internal and external stakeholders * Strong communication skills * Ability to manage multiple priorities simultaneously * Mastery of Microsoft Office (Outlook, Excel, Word and PowerPoint) * Familiarity with CRM and/or sales enablement and inquiry management tools (preferred) * Series 7 and 63 (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 KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $110k-140k yearly Auto-Apply 4d ago
  • Full Stack Senior Software Engineer - Post Trade Systems

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. TEAM OVERVIEW KKR's Technology team is responsible for building and supporting the firm's technological foundation. Technology is regarded as a key business enabler at KKR and is an important accelerator for global scale and business process transformation. We drive a culture of excellence through efficient workflow automation, the democratization of data, and the strategic implementation of emerging technologies to consistently serve our business needs. POSITION SUMMARY The Investments Operations & Reference Data Technology Team is responsible for designing, developing, and maintaining the firm's strategic business systems supporting investment trading, pre- and post-trade allocation, market and reference data, trust compliance, cash management, and key risk control reporting. Our systems support a diverse range of financial instruments, primarily within Fixed Income, including investment-grade and high-yield bonds, commercial and residential mortgage loans, and various alternative asset-backed securities such as private securitizations. The firm also engages in derivative transactions to hedge risks associated with annuity liabilities originated from the insurance business. The team partners closely with the following groups: * Asset Allocation Team: Responsible for achieving optimal asset-liability matching, facilitating periodic portfolio rotations to enhance yield, and supporting large reinsurance transactions requiring timely asset deployment. * Investment Operations: Oversees the full trade lifecycle-ensuring timely and accurate processing of trade confirmations (via DTCC), settlements (via SWIFT), trust compliance for reinsurance deals, corporate action distribution, and remittance processing. The team manages commitments, generates DocuSign-based approval workflows for treasury wire movements, reconciles cash and bank transactions, and ensures adequate investable cash for trading. They also maintain accurate reference data across portfolios, legal entities, reinsurance parties, bank accounts, and trust agreements. * Data Operations: Maintains accuracy of security master and market data, manages multiple asset taxonomies for accounting, liquidity risk, and sector-based projections, and oversees data governance including cataloging, lineage tracking, and quality monitoring. In addition to supporting over 400 users across these core areas, the team also provides technology support to Core & Sector Analytics, Accounting, FP&A, Reinsurance, and Treasury Operations teams. Our technology stack primarily leverages the Mendix low-code platform for both front-end and back-end components. For compute-intensive workloads, we utilize distributed cloud computing in Python, with databases hosted on AWS Aurora and Redshift. The selected candidate will be based in the Boston (Brighton) office, working in person in office at least four days per week as part of the Investments Operations & Reference Data Technology team. The primary focus will be on the Investment Operations domain-initially within Trade Confirmations and Settlements, with opportunities to expand into other functional areas over time. RESPONSIBILITIES * Experience: 4-6 years in the financial services industry preferred, with familiarity in bonds, loans, and mortgage-backed securities. Specific knowledge of fixed income instruments is a strong plus. * Trade Confirmations: Working knowledge of DTCC CTM processes for public securities. * Trade Settlements: Understanding of SWIFT MT500 series messages. * Technical Skills: * Strong expertise in Python and Aurora RDS with test-driven development experience. * Proficiency in REST API development and advanced SQL. * Exposure to Next.js/React or FastAPI is advantageous but not required. * Familiarity with AWS services (ALB, EC2, Lambda, Secrets Manager) is expected. * Mendix Platform: Prior experience is an advantage but not required. Candidates must be willing to learn and complete Mendix's Rapid Application Developer course (instructions provided after initial interview). * Education: Bachelor's degree required. The role adheres to modern SDLC principles, including test-driven development, peer code reviews, and robust change management processes. The successful candidate will demonstrate strong technical acumen, effective communication, and the ability to collaborate across teams to deliver solutions under tight deadlines. Interpersonal and Leadership Skills * Client Service: Ability to build strong global relationships and communicate complex topics across varying levels of product expertise. * Communication: Strong written, verbal, and interpersonal skills, with confidence to engage persuasively with stakeholders and senior leadership. * Leadership: Critical thinking and thought leadership capabilities. * Accountability: Self-motivated and proactive with a strong sense of ownership and follow-through. * Teamwork: Collaborative and resilient in high-pressure environments. * Analytical Thinking: Excellent analytical and problem-solving skills with meticulous attention to detail. * Technical Proficiency: Strong command of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and comfort working with modern web-based tools 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 $100,000 - $135,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $100k-135k yearly Auto-Apply 54d ago
  • Director - Real Estate Accounting Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley manages a line of tax-managed alternative investment products with AUM of approximately $64.0 Billion, including real estate assets of approximately $9.6 Billion, consisting of over 145 real properties. The real estate assets consist of property investments in various ownership structures and varying markets and sectors. Independent property management companies manage the real estate assets. We're seeking someone to join our team as a Director as part of a team of experienced accounting professionals responsible for performing the accounting and reporting for the entire real estate investment portfolio. The team's primary responsibilities include performing operational and accounting functions related to real estate investments and the Funds, analyzing and accounting for real estate transactions, financing, and other activities in a dynamic environment. The team provides on-going support to and works collaboratively with the Eaton Vance Real Estate Investment Portfolio Management Group. This position requires the candidate to have a strong familiarity with the real estate industry, a solid understanding of GAAP and accounting for real estate, and an interest in the investment management industry. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: * Maintain an experienced understanding of the business line, firm and real estate investments held in a competitive environment. * Prepare and review daily and monthly property accounting and reporting for a portfolio of currently 145+ investment properties and 9+ property management firms within stringent deadlines. * Prepare detailed accounting entries for real estate transactions within stringent deadlines. * Perform the team's operational and accounting functions for both the Alternative Investment Funds and the related subsidiary real estate investments. Such responsibilities may include; credit facility and mortgage debt administration and compliance, monitoring of cash movements, distributions and contributions from/to real estate investments, maintenance of investment trial balances, accrual accounting, developing and providing accounting instruction to service providers, loan borrowings and repayments, assisting with external and internal audits, monitor and process invoices and other expense accounting to include insurance and real estate taxes. * Provide on-going support to the Real Estate Investment Group. * Play a role in ensuring a strong control environment and monitor risks. * Contribute to the optimization of the use of technology solutions and existing platform subscriptions. Adapt to and learn innovative technologies as needed. * Contribute to firm initiatives. * Play a contributing role in administering existing technology platforms and creating solutions using AI and modern technology. * Strong accountability for accuracy and completion of assigned deliverables while meeting deadlines. * Play an integral contributing role in daily collaborations with internal teams as well as multiple outside service providers. Outside service providers include property managers, banks, custodian, and audit professionals. * Maintain and build relationships with peers in department, immediate supervisor, peers in other departments and with exposure to senior staff. * May have responsibility for training staff and have supervisory responsibilities. * Participation in firm initiatives and adherence to firm policies, procedures, and training. What you'll bring to the role: * Continuous focus in building strong relationships internally and externally. * Effective use of technology solutions and existing platform subscriptions and develop and learn modern technology solutions. * Ability to use independent judgement and ability to work independently. * Developing supervisory, training skills, and providing input into resourcing decisions. * Maintain strong written and oral communications. * Understand and maintain a strong control environment. 1. Experienced understanding of Real Estate Accounting. * Bachelor's and/or master's degree in accounting or finance. * A CPA candidate, or CPA with public accounting experience, preferred. * A minimum 4-6 years demonstrated progression of audit, accounting and reporting experience within the Real Estate and Investment industries, with a strong knowledge of GAAP. * Strong detail orientation skills with a superior work ethic. * Excellent organization, time management, problem solving and communication skills. * Advanced technology skills preferred. Skilled working with Alteryx, PowerBi, preferred. * Experience with RealPage Asset Monitoring software a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $80k-115k yearly Auto-Apply 46d ago
  • Financial Analyst - Capital Markets

    KKR & Co. Inc. 5.0company rating

    Boston, MA job

    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. TEAM OVERVIEW KKR's Capital Markets (KCM) team provides best in class support to our clients, portfolio companies, and our firm by tailoring capital markets advice and creating innovative solutions for investments. The KCM team focuses on mutual funds, pension funds, and global hedge funds by assisting with financing and capital structure improvement for our portfolio companies. As an important resource for our Private Equity team, the KCM team also closely collaborates with investors to provide enhanced market intelligence tailored solutions to address the client's needs. The KCM team is responsible for advising and executing complex financing transactions, including acquisition financings, private equity syndications, buy backs, restructurings, etc. The team also has capabilities to arrange debt and equity financing and structure investment products including asset-based lending facilities, leveraged loans, public equity, etc. POSITION SUMMARY The Capital Markets Finance ("KCM Finance") team supports business operations leaders, including the CEO and COO of KKR's Credit & Markets business, through financial management, accounting, and reporting activities. We are seeking an Analyst to support the accounting, reporting, and operational functions of KCM, including financial close, reconciliations, and management reporting. This position provides broad exposure to capital markets transactions and related accounting processes across KKR's platform, along with opportunities to gain knowledge of regulatory reporting requirements applicable to the firm's registered broker-dealer entities. The role focuses on accurate execution of day-to-day accounting operations, with opportunities to contribute to analytical and process improvement initiatives. The Analyst will collaborate closely with Corporate Accounting, Treasury, Operations, Compliance, and Deal Teams to ensure timely and accurate financial reporting. RESPONSIBILITIES * Prepare and record journal entries and reconciliations related to transaction revenues, investment activities, operating expenses, and intercompany activity across KCM entities. * Perform cash and balance sheet reconciliations, ensuring timely investigation and resolution of discrepancies. * Support the month-end close process, including preparation of supporting schedules, reconciliations, and variance analyses. * Perform deal revenue substantiation by validating revenue against underlying deal documentation, transaction economics, and supporting agreements to ensure accuracy and completeness. * Contribute to the preparation of internal reporting packages and materials for management review. * Provide analytical support for ad hoc projects and management requests. * Participate in initiatives to streamline accounting workflows, enhance system reporting, and improve data quality. QUALIFICATIONS * Bachelor's degree in accounting, Finance, or related field. * CPA preferred. * 1-3 years of accounting experience, preferably within financial services, investment management, or capital markets. * Understanding of U.S. GAAP and general accounting principles. * Proficiency in Microsoft Excel and familiarity with financial systems and reconciliation tools. * High attention to detail and commitment to accuracy, quality, and efficiency in all work products. * Collaborative and solutions-oriented mindset and team-first approach. * Ability to thrive in a fast-paced, evolving environment. * Able to build strong working relationships through in-person collaboration while effectively engaging with global counterparts in a remote setting. #LI-DNI 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 $70,000 - $85,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $70k-85k yearly Auto-Apply 56d ago

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