Berkshire Hathaway jobs in Boston, MA - 68 jobs

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 OVERVIEW The Compliance Associate will support the Company's compliance program, with a particular emphasis on the Advertising and Marketing Review function of our asset management and insurance businesses. The position will also support other areas of the KKR compliance program such as private placement filings, lobbyist disclosures, reporting, RFPs, DDQs, social media, and additional aspects of program management. The Senior Compliance Officer - Marketing Review will join the Compliance team in Boston, MA, and must be comfortable working with a geographically dispersed team. IDEAL EXPERIENCE This Associate should bring a minimum of at least three years conducting marketing/advertising review for a broker-dealer, independent marketing organization, asset management firm, or an insurance carrier (preferably annuity). Ideal candidates would bring experience in the alternative asset management space including private equity, private credit, interval funds, etc., as well as insurance. RESPONSIBILITIES * Build and maintain strong relationships within the Compliance, Legal, Product, and Marketing Departments on a global basis * Build and maintain strong relationships with internal customers striving always to find business-friendly but compliant solutions to daily work. * Be an active contributor and collaborator on daily tasks and larger projects, as assigned. * Understand KKR and Global Atlantic's business processes, products and regulatory obligations and apply that understanding to tasks assigned. * Support management and team and actively contribute to a positive work environment that is collaborative and encouraging. * Identify and recommend process improvements that reduce workloads and improve quality for the existing process. * Establish strong working relationships within the broader KKR organization. * Seek out knowledge and provide prompt and accurate responses to inquiries. * Help to identify and develop AI tools and workflows QUALIFICATIONS * Required: Have or obtain shortly after starting FINRA Series 7 & 24 licenses. * Bachelor's Degree (or relevant work experience equivalent). * At least 3 years in a financial services role (preferably in broker-dealer, investment advisor, alternative asset manager, insurance company, or independent marketing organization (IMO). * Ability to make decisions, use independent judgment, establish priorities and work effectively on multiple initiatives concurrently while maintaining strict attention to detail. * Experienced communicator (written and oral). * Ability to work with a geographically dispersed team. * Capacity to consider, process and filter large amounts of complex information quickly and identify appropriate actions in a fast-paced environment. * Ability to work across enterprises and present complex matters to internal colleagues, management, or business leaders. * A willingness to accept directions from leaders and peers. * A strong desire to work well with others. * Strong communication skills, work ethics and high level of personal integrity and accountability * Self-starter and have a desire for knowledge. * Business knowledge and acumen. * Demonstrates the ability to use sound judgment and discretion regarding confidential information. 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 $140,000 - $175,000 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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model • Remaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process • Assisting with general in-office support functions such as copying, filing and scanning documentation Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Client Relationship Analyst Job Description • Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience • High School Diploma/Equivalency • College degree preferred • Industry experience is a plus • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills • Detail orientated with superior organizational skills and ability to prioritize • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) • Exceptional writing, interpersonal and client service skills • Strong time management skills • Team player with the ability to collaborate with others • Ability to work in a fast-paced, evolving environment • Adaptable and ability to multi-task • Goal oriented, self-motivated and results driven Reports to: • Business Service Officer 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). 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 $31,200 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualizedbasis 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).

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,100 investment professionals around the world and $1.6 trillion in assets under management or supervision as of March 31, 2022. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. General Description The Investment Management Analyst Program in the Fixed Income High Yield group typically runs five years and is intended for talented graduates who possess a strong interest in financial markets. The program begins with extensive training designed to equip Analysts with the fundamental skills they need to be successful in investment management. The Analyst will support industry coverage and portfolio management workflows within the High Yield group's investment team. Successful Analysts will gain substantial job responsibility and may progress to the Associate level during the program. Progression beyond the five-year program is dependent on staffing needs. This position offers an unparalleled opportunity to influence investment decision-making while learning directly from experienced portfolio managers, analysts, and operations team members. The High Yield department manages $26.4 billion as of March 31, 2025. Members of the High Yield research team contribute to idea generation by conducting thorough fundamental research and relative value analysis. Research is organized by industry specialization with each Senior Analyst covering high-yield companies within two to four industries. When pertinent, members of the High Yield Group work closely with analysts from MSIM's equity, leveraged loan, global income, and investment grade teams. Primary Responsibilities Assist Senior High Yield Analysts and Portfolio Managers in their evaluation of potential investment opportunities. At a high level, this includes: (i) analysis of industry fundamentals and outlooks, and (ii) conducting in-depth fundamental research on individual company business models, operating strategies and outlooks. This work typically results in a conclusion regarding the creditworthiness of the company being evaluated and the relative attractiveness of their debt instruments. Build and maintain proprietary financial models from data obtained from company filings (e.g., 10-Ks, 10-Qs) and other data sources (e.g., Bloomberg, S&P Capital IQ, industry-specific information providers). In addition to company-specific financial models, credit analysis often includes additional elements, such as: sensitivity analyses, peer comparisons and industry-specific analyses. Prepare detailed initiation of coverage research reports and periodic updates. Take part in due diligence meetings with management teams. Participate in daily investment team meetings, company reviews (often occurring as a result primary issuance or a secondary market opportunity) and industry reviews. Work on special projects and assignments for the High Yield Team. Responsibility increases are based on merit and investment performance. Job Requirements A bachelor's degree and approximately 0-2 years of relevant work experience Strong academic record combined with extracurricular achievements Outstanding oral and written communication skills Strong Excel skills; experience modeling corporate financial statements (income statements, balance sheets, and cash flow statements), preferably from a credit perspective The ability to function reliably and independently with a high degree of accuracy and attention to detail Understanding of the corporate bond and equity markets 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 $100,000 and $125,,000 per year for Associate level 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).

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 complex 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 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 Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) 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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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. We're committed to bringing passion and customer focus to the business. 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).

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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

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 seeking a Senior Accountant to join its KKR Credit division in Boston. The opportunity is to work on KKR Credit's funds. The ideal candidate will have a proven track record of success and advancement in prior roles, problem solving skills, and is someone who has a great appetite for knowledge and professional growth. RESPONSIBILITIES * Scope of funds includes SEC registered investment companies and Australian investment trusts. * Manage relationships with fund administrators. * Perform daily reconciliations of administrator NAV against shadow books. * Involvement with operational duties including capital calls, distributions, and wiring of funds. * Active role in preparation & review of financial statements and liaising with auditors. * Calculate performance returns, management fees and performance fees, ensure timely payment of expenses and review quarterly budgets. * Prepare income and dividend forecast models, board presentation materials, and SEC filings. * Assist with ad-hoc requests, investor questions, and frequent interaction with our marketing/client management and legal & compliance departments. * Frequent project coordination work. * Assist in driving accounting, reporting and business process simplification and efficiency initiatives. QUALIFICATIONS * Professional with at least 2-3 years of public accounting or industry experience. Preferably with exposure to financial instruments, investment funds, and SEC reporting. * Bachelor's or Master's degree in Accounting. * Strong verbal and written communications skills with the ability to interact with all levels within and outside the organization. * Ability to work independently as well as collaboratively in a growing environment. * Proven ability to manage multiple demands and projects in a high-growth work environment, including ability to prioritize time efficiently and manage multiple work streams while remaining attentive to detail. * Highly developed planning and organizational skills. * Self-starter that is organized and demonstrates the ability to multi-task. #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 $80,000 - $115,000 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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

Technology Analysts will be preplaced to a division within Technology. Upon completion of the training program, graduates join the technology team that best matches their skills and interests. Training Program: Technology Analysts begin their training in February and August of each year, depending on their graduation date. Analysts will participate in a 15-week global training program, which includes an orientation to the Firm, intensive technology training, introduction to proprietary technologies, and functional training culminating in a four-week group project. Throughout the Program, Analysts will have the opportunity to build a strong global peer network. The comprehensive skills acquired during our training programs provide the Analysts with the tools necessary for the Associate role. Role and Responsibilities: Development Teams: Our development teams design, develop and maintain applications used by our business units. Daily activities include: meeting with clients to gather and analyze requirements. Clients make system design decisions, evaluating, integrating and developing necessary software, and then test and deploy applications to production. Developing high-performing, low-latency electronic trading systems, and evolving complex workflows and life-cycle management capabilities are just some of the projects available for developers. Enterprise Engineering Teams: Our platform-facing teams develop cutting-edge systems to run our business. Our engineers provide tools, applications and platforms such as the Firm's networks, computing hardware, operating systems and databases for the Firm's trading applications, mobile applications and other end-user applications. Engineering the Firm's websites, managing the Windows plant and developing a client reporting delivery system are some of the projects available for engineers in our organization. Business Analyst Teams: Our business analysts play a key role engaging with our business units to analyze, capture, and validate requirements with technology teams in order to solve business challenges in an agile fashion. Business analysts provide technical, data analytics, data science, and process excellence skills to support up-front product and data analysis as well as end-to-end solution development. Qualifications and Skills: You have a cumulative GPA of 3.0/4.0. You possess excellent problem-solving, communication, teamwork and analytical skills. Experience in the financial services sector is not required. Development/Enterprise Engineering: You are in your final year of study towards a bachelor's or master's in Computer Science, Computer Engineering, Electrical Engineering, Mathematics, Physics, Software Engineering or other related technical majors. Superior technical skills, including a strong understanding of Linux /Unix and Windows, competency in at least one programming language (e.g., C, C++, Java or C#) as well as experience in object-oriented development, good comprehension of data structures, algorithms and complexity theory, strong database and scripting skills. Business & Data Analysts: You are in your final year of study towards a bachelor's or master's in Business, Economics, Computer Science, Engineering or other related major with a keen interest in the financial services industry, a strong interest in technology, ability to document IT solution requirements (business, functional and/or technical), and strong technical knowledge.

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 Seeking an Associate to join the Private Credit Operations team as a Deal Coordinator. The Private Credit Deal Coordinator will work closely with deal teams, legal, tax, finance, treasury and other groups to assist with various responsibilities related to pre- and post-close items across its Direct Lending, Junior Debt, and other strategic investment platforms. RESPONSIBILITIES * Maintain tracker(s) to ensure deal timing estimates are up-to-date and forecasts for unfunded commitments are in line with expectations and deals are tracked accurately in our systems * Work with KKR Legal, external counsel, administrative agents, and other parties on KYC items * Assist entity onboarding team with information related to new investment structures * Assist Derivatives and Liabilities Management team in coordinating back leverage * Partner with Treasury team to ensure successful delivery of funds on closing date * Frontings: work with loan settlements team to coordinate and arrange settlement with other lenders * Maintain documentation of deals and provide to interested parties (including admin agents, clients, custodians/administrators, and auditors) * Manage the settlement of all private credit secondary trades and internal transfers * Coordinate and maintain the private ratings process with rating agencies * Process improvement, work with technology and engineering teams to enhance systems for greater efficiency * Assist Credit FX Team with information for hedging purposes QUALIFICATIONS * 3-6 years experience in general investment operations, ideally in a middle office or other transaction-facing role * Prior experience in private credit or equity deal funding * Knowledge of credit investments, particularly bank loans * Strong organizational, analytical, and problem-solving skills * High level of attention to detail * Excellent verbal and written communication skills * Ability to multi-task, and oversee a high volume of work * Strong work ethic with the ability to quickly grasp key concepts #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 $80,000 - $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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

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.

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 seeing a Global Payroll Professional to manage all aspects of payroll processing for the United States, Bermuda, and Canadian employee populations. This position ensures accurate and timely payroll operations in compliance with all federal, state, and local regulations. The role requires a highly organized, detail-oriented professional who can also act as a strategic partner during transformational business initiatives, including the integration of payroll operations in connection with a corporate merger. RESPONSIBILITIES * Manage end-to-end on and off-cycle payroll processes for US, Bermuda, & Canada employees. Will also assist with managing other international payroll operations (UK and Japan) to ensure compliance with local tax laws, labor regulations, and company policies across multiple jurisdictions. * Ensure compliance with all federal, state, and local payroll laws and regulations. * Review and ensure accuracy of payroll inputs, including earnings, deductions, and tax withholdings. * Partner cross-functionally with HR, Legal, and Finance on payroll policy and compliance matters. * Provide strategic leadership in payroll process integration during company mergers or acquisitions. * Maintain payroll process documentation and identify opportunities for process improvements and automation. * Coordinate and respond to internal and external audit requests, providing necessary documentation, and partnering with auditors and cross-functional teams to ensure compliance, transparency, and timely resolution of findings * Partner with Human Capital Technology Team on Workday-to-ADP integrations to ensure seamless data flow between Workday and payroll systems, including responsibility for testing, troubleshooting, and continuous optimization of integrations. * Identify, design, and implement process improvements to streamline and automate manual payroll tasks, with a strong focus on enhancing internal controls, leveraging technology to improve both accuracy and operational efficiency. * Manage payroll-related projects from inception to completion, including defining scope, timelines, resources, and deliverables, while coordinating with cross-functional teams. * Respond to employee inquiries regarding payroll matters in a timely and professional manner. QUALIFICATIONS * Proven experience managing quarterly Form 941 and annual Form W-2 filings in compliance with US federal regulations. * Bachelor's degree in accounting, finance, human resources, or a related field. * 7+ years of progressive payroll experience, with at least 3 years in a managerial role. * Experience with payroll systems such as ADP, Workday, or similar platforms. * Certified Payroll Professional (CPP) designation preferred * Outstanding organizational skills with a focus on accuracy and attention to detail * Excellent verbal and written communication skills; able to communicate with individuals across all levels in a clear, concise, and professional manner * Ability to work with highly confidential information and maintain discretion * Strong analytical and problem-solving abilities * Ability to provide excellent customer service to clients across all levels of the organization * Team player - willing to pitch in when needed to help on projects, tasks and initiatives, as and when needed; enjoys working in a collaborative and collegial environment; humble and enthusiastic with the desire to learn * Proven ability to manage heavy workloads and prioritize time efficiently with multiple projects * Self-starter - "rolls up sleeves and gets things done"; has high energy; a strong work ethic; displays the ability to work independently; be creative; and entrepreneurial * Solid interpersonal and relationship-building skills - can develop trusted relationships with many constituents, build credibility quickly, and partner effectively with others #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 $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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of June 30, 2025. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Position Summary We are seeking an experienced Credit Analyst with 5-10 years of leveraged credit experience to join our credit research team. The successful candidate will conduct in-depth credit analysis of leveraged loan issuers and follow issuer and sector trends to support portfolio management decisions in the primary and secondary market. This role requires strong financial modeling skills, rigorous credit-risk assessment capabilities, and the ability to articulate credit views and recommendations in written memos and presentations. Key Responsibilities * Perform fundamental credit analysis of companies issuing broadly syndicated floating-rate loans. Evaluate credit risk across quantitative, qualitative, structural and relative value factors. * Build, maintain, and update detailed financial models with a focus on cash flow and valuation. * Prepare and present written credit investment memos and recommendations for new investments, stressed situations and secondary opportunities. * Track issuer performance against underwriting expectations, monitor credit quality and portfolio exposures on an ongoing basis, produce periodic updates and alert portfolio managers to emerging risks and opportunities. * Analyze loan documentation and credit agreements (covenants, collateral structure, intercreditor terms, lien priority, security packages) to assess structural protections under different scenarios. * Engage with management teams, private equity sponsors, debt-advisors, industry contacts, sell side desks and other stakeholders as necessary to perform due diligence, market / industry research and to source new loan investment opportunities. * Collaborate with portfolio managers, traders, and senior investment professionals to communicate credit views, discuss investment ideas, and coordinate relative-value analysis across sectors and instruments. Required Qualifications & Skills * Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. Advanced degree (e.g. MBA) or relevant certification (e.g. CFA) is a plus. * 5-10 years of direct experience analyzing leveraged loans / syndicated credits / high-yield / leveraged finance transactions. * Strong financial modeling skills, including building and maintaining cash flow models, valuation models and stress testing. * Deep understanding of financial statements, accounting principles, credit metrics and ability to interpret qualitative factors including industry dynamics, business strategy and management strength. * Strong written and verbal communication skills - capable of preparing credit memos, investment recommendations and presenting to investment committees and senior stakeholders. * Prior experience with portfolio monitoring, relative-value analysis and trading desk collaboration. * Familiarity with regulatory, compliance, and risk-management frameworks applicable to leveraged credit investments. * Ability to work independently, manage multiple assignments and deadlines, and adapt to a dynamic market environment. Attention to detail, critical thinking, and sound judgment. * Proficiency in Microsoft Excel, Bloomberg and/or other credit research tools. As part of our team, you will apply rigorous credit analysis to develop and manage a portfolio of floating-rate leveraged loans, influence investment decisions and contribute to portfolio risk and return outcomes. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $125,000 and $250,000 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).

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. 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $20.00 and $20.00 per hour 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).

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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

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 Compliance team is responsible for developing and enforcing compliance policies and procedures, as well as tracking ongoing regulatory changes that may affect the firm. The team is also involved in the investment process to monitor and advise on compliance with guidelines for both strategic partners and clients. The team implements and monitors the firm's compliance programs to train employees, review and analyze conflicts of interests, review non-disclosure agreements, etc. The Compliance team also handles the due diligence process, assists with operational support for investing activities, and maintain compliance with the firm's Code of Ethics. POSITION SUMMARY KKR is seeking a Compliance Vice President to support the growing KKR Public Vehicle and Registered Investment Company platform (40 Act Platform). This role entails supporting the registered investment companies, registered business development companies ("BDCs"), and other public investment vehicles managed by KKR & Co. Inc., KKR Credit Advisors (US) LLC, KKR Registered Advisor LLC and FS/KKR Advisor, LLC. Based in Boston, this individual will be responsible for assisting with the development of the compliance and regulatory program aspects of the 40 Act Program and growing platform under KKR Public and Private Markets. A successful candidate will typically have 8+ years of experience with a demonstrated track record in the legal or compliance department of a leading financial services organization. Experience in U.S. federal securities laws, asset management and U.S. registered funds and related regulatory issues are is preferred but not required. An understanding of the US securities laws, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and the Securities Act of 1933 is preferred but not required. RESPONSIBILITIES * Support KKR Public and Private Markets' SEC exemptive relief program including ownership of corresponding processes, controls and documentation including investment allocation oversight and monitoring * Assistance in preparation and distribution of board and committee materials and minutes for KKR Public and Private Markets' 40 Act Funds * Assist onboard and regulatory governance requirements (charter requirements, NYSE, etc.) * Work with broader Compliance team to build technology solutions to aid in execution of the relevant components of the '40 Act Platform * Maintain regulatory filings calendar for the 40 Act Funds, including assistance in filing of board and executive officer Form 3s and Form 4s and other regulatory filings * Coordination of 38(a)-1 compliance testing and monitoring program across KKR Public and Private Markets '40 Act Funds * Perform reviews of Service Providers and Advisor investment guideline reporting * Preparation of compliance reporting to Board (quarterly CCO Report, annual 38(a)-1 compliance report) * Assist on affiliated transaction documentation and reporting * Stay abreast of '40 Act regulatory matters and assist with exam preparedness efforts * Filing and organization of fund legal documents and materials, including organization and maintenance of shared drives and Box folders * Assist with drafting, updating and maintaining 40 Act Funds compliance policies and procedures QUALIFICATIONS * 8+ years of experience in investment company and advisory compliance * Experience and understanding of '40 Act regulatory landscape, examinations and areas of enforcement priorities * Experience and understanding of SEC Investment Company and Investment Advisers Act Rules * Strong interpersonal and relationship management skills with an ability to partner with front office executives to implement change * High level of integrity, confidentiality and judgment CRITICAL COMPETENCIES FOR SUCCESS * Ability to make pragmatic decisions and recommendations to business constituents and firm management * Ability to coordinate with other relevant functional groups including Legal, Treasury, Client Solutions Group, Finance and Operations and will interface regularly with KKR on legal and compliance matters * Ability to independently manage multiple projects in a collaborative manner with multiple stakeholders through to completion in a dynamic and changing environment * 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, with both internal and external parties * Maturity, presence, sound judgment and ability to form and express opinions effectively to cross-divisional teams, including senior management * Excellent proficiency in Microsoft Excel, PowerPoint and other data analytics 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 $150,000 - $175,000 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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

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 a Senior 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 Senior 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. * 2-4 years of accounting experience, preferably within financial services, investment management, or capital markets. * Understanding of U.S. GAAP and general accounting principles. * CPA (or progress towards) preferred. * 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. * 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 $85,000 - $100,000 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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

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 DESCRIPTION We are seeking a strategic, collaborative, and execution-oriented Digital Enablement Platforms Manager at the Principal level to support the build out of KKR's marketing technology ecosystem and drive adoption of key enablement platforms across the firm. This role will be based in Boston and sit within the Digital team. The candidate will oversee enterprise enablement platforms, digital asset management (DAM) systems, and workflow tools, ensuring teams have the tools, processes, and governance needed to operate efficiently and compliantly. This is a highly cross-functional role requiring close partnership with sales, technology, marketing, compliance, and vendor partners to drive adoption, integration, and performance of marketing technology platforms. RESPONSIBILITIES * Lead the overall strategy, administration, and optimization of marketing enablement platforms, including Seismic, DAM, and workflow management tools. * Partner with technology and data engineering teams to ensure system integrations, data governance, and architecture align with firmwide standards. * Evaluate, recommend, and implement new martech solutions that enhance marketing effectiveness, collaboration, and compliance. * Manage vendor relationships, including contracts, renewals, and performance tracking, ensuring value and accountability across providers. * Develop and document best practices, processes, and governance frameworks for content, workflow, and platform use. * Partner with Analytics team to develop dashboards and reporting to track platform adoption, performance, and ROI. * Lead training and enablement efforts to drive consistent usage and adoption across global marketing and business teams. * Collaborate with compliance, legal, and technology teams to ensure systems and processes meet regulatory and data privacy standards. * Support the continuous improvement of marketing workflows, campaign delivery, and content lifecycle management. ATTRIBUTES * Deep understanding of marketing technology ecosystems and enablement platforms, ideally within financial services or asset management. * Strong project management and stakeholder engagement skills, with proven experience driving cross-functional initiatives from strategy through execution. * Resourceful, analytical, and proactive problem solver who thrives in a dynamic environment. * High attention to detail, strong organizational skills, and ability to manage multiple projects simultaneously. * Excellent communication skills with the ability to translate technical solutions into business value for senior stakeholders. * Collaborative team player who builds strong relationships and fosters alignment across diverse global teams. * Demonstrated curiosity about emerging marketing technologies, AI, and a commitment to continuous learning. QUALIFICATIONS * 10+ years of experience in marketing technology, marketing operations, or digital enablement roles. * Proven experience managing enterprise platforms such as Seismic, DAM systems (e.g., Bynder, Aprimo, Adobe Experience Manager), and workflow tools (e.g., Asana, Monday.com, Workfront). * Experience within financial services, asset management, or professional services preferred. * Strong understanding of data integration, content governance, and vendor management best practices. * Experience working with technology and business partners on systems implementation and change management initiatives. * Bachelor's degree required; advanced degree or relevant certifications a plus. #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 $175,000 - $225,000 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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

The Business Development Associate participates in the team's overall business development and marketing as well as the design and updating of tailored reporting for new and existing clients. This role may accompany senior team members to meet with clients to evaluate current offerings, develop and implement new services, and strategize to find resolutions. DUTIES and RESPONSIBILITIES: Business Strategy & Development * Develops and applies strategies to execute the business plan to achieve desired results (i.e., to increase client base, gross production, Portfolio Management assets, performance tracking, etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies * Creates potential strategies to further enhance client relationships based on concerns and opportunities identified during client visits * Engages in strategic planning with other team members on client matters * Interacts regularly with the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor on investment recommendations and prepare reports and plans that align with client goals * Takes accountability for optimizing business practices while adhering to best business ethics and practices * Seeks opportunities to grow business by capitalizing on Firm initiatives * Focuses on building strong relationships with corporate departments and strategic partners * Evaluates, develops and implements new services in conjunction with the Financial Advisor / Private Wealth Advisor and other team members * Stays attuned to updates and enhancements to firm products and policies Client Engagement * Actively engages clients and prospects to build relationships, identify needs and review investment goals * Leads team to establish and cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns * May regularly accompany senior team members to engage with clients to educate about the firm's services and products * Serves as a client contact for administrative problem resolution and fielding general client questions on a spectrum of topics * Proactively shares targeted communications with clients leveraging digital tools available (e.g., share account information, newsletters containing opportunities, new offerings and other events) Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Additional product licenses may be required Knowledge/Skills * Enjoys working with people and problem solving * Effective written and verbal communication skills * Strong understanding of applicable compliance rules, regulations and firm policies * Ability to interact and communicate effectively with colleagues and clients * Strong computer skills including knowledge of Microsoft Office (Word, Excel and PowerPoint) * Detail-oriented with superior organizational skills and ability to prioritize tasks * Ability and interest in working in a fast-paced, evolving environment Reports to: * Business Service Officer 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 $50,000 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).

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 Senior Data Analyst will serve as the expert for Marketing data, ensuring that marketing data is sourced, engineered, structured, modeled, integrated, and analytics ready. This role focuses on building, maintaining, and validating marketing data assets across systems like Marketo, Salesforce, Snowflake, and web platforms. This individual is expected to understand Marketing data across KKR and work closely with digital, and marketing stakeholders to unify data sources, engineer data, optimize data flows, and enable meaningful insights that drive marketing performance and ROI. RESPONSIBILITIES Data Management and Integration * Design, maintain, and enhance data pipelines connecting Marketo, Salesforce, web analytics, and other marketing systems to Snowflake or centralized data environments. * Collaborate across business teams to help translate data requirements to (data) engineering specs, validate ETL logic, and ensure marketing data is structured and modeled for analytics. * Create and maintain data dictionaries, source-to-target mappings, and documentation for marketing datasets. * Identify correlations between various data sets/sources to design the analytics Marketing data model for KKR * Proactively identify and resolve data issues; establish data validation checks and reconciliation processes. Data Analysis and Modeling * Query, join, and transform large datasets using SQL (and optionally Python/R) to enable campaign, channel, and funnel analysis. * Develop and maintain key marketing metrics such as conversion rate, engagement rate, ROI, and lead-to-opportunity ratios. * Support creation of multi-touch attribution and funnel models to measure campaign influence across channels. * Analyze campaign data to uncover trends, identify performance drivers, and inform targeting and segmentation strategies. * Support forecasting of marketing performance and lead flow using historical data and predictive indicators. Partnership and Collaboration * Serve as the data SME for Marketing Analytics, partnering with the Marketing team to translate business questions into data requirements. * Collaborate cross-functionally with the Data Hub, Digital Analytics, and Marketing Operations teams to streamline data availability and integrity. * Act as a liaison between marketing and technical teams to ensure consistent metric definitions and business logic. Enablement and Reporting Support * Enable reporting automation and data accessibility by preparing well-structured tables and views. * Partner with analysts and stakeholders to interpret results and guide data-driven marketing strategies. #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 $90,000 - $125,000 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. Create a Job Alert Interested in building your career at Careers at KKR? Get future opportunities sent straight to your email. Create alert

Directors of Marketing & Communication provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of Marketing & Communication is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who plays a vital role in supporting the team's growth and overall business development goals through various branding, advertising, and marketing activities. The Director of Marketing & Communication is an integral member of the team and is also responsible for increasing the visibility of Morgan Stanley's various programs, events, and initiatives to clients. DUTIES and RESPONSIBILITIES: Marketing & Digital Strategy: * Supports the FA/PWA/team in developing and refining a cohesive marketing plan that focuses on driving team growth and enhancing the client relationship * Manages and implements creative marketing and communications strategies, plans and approaches to market and position the team to existing and prospective clients * Creates all written, visual, and digital marketing messages and materials * Uses the Firm's digital tools on behalf of the FA/PWA/team to modernize their practice, enhance client relationships, and generate increased business * Manages the FA/PWA/team digital presence via channels such as social media and FA websites * Monitors marketing projects, analyzes results and liaises with the firm's marketing departments * Utilizes existing systems to capture and update all new marketing activities, including a master pipeline, prospecting activities, and related reporting Communication Management: * Creates and updates client and prospect presentation materials, including Request for Proposal (RFP) responses * Develops and manages client event planning from inception through execution and follow-up * Facilitates the Communication Review Group (CRG) process for all marketing materials * Develops and edits communication materials for firm offerings and announcements utilizing various print and digital platforms (e.g., mailings, blogs, social media posts, etc.) EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 10+ years of work experience in a field relevant to the position required * Bachelor's degree in Marketing, Communications, Business, or relevant field preferred * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Director of Marketing & Communication Job Description * Additional product licenses may be required Knowledge/Skills * Strong leadership skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task Reports to: * Market Business Service Officer and/or Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 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). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 $68,000 and $120,000 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).