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KKR & Co. L.P. jobs - 141 jobs

  • Client Services Treasury Analyst

    KKR & Co. Inc. 5.0company rating

    KKR & Co. Inc. job in Boston, MA

    KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. POSITION SUMMARY The Global Treasury team is within the Global Markets Operations group at KKR and supports all treasury and cash management operations. This includes capital calls and distributions, deal funding and closing, bank account management, FX settlements, liquidity management, credit, and more. As the team shifts their focus to continuous improvement, they are seeking a high performing individual who excels when operating in a fast-paced, deadline-oriented environment. This role will play a critical leadership role in shaping and scaling the joint operating model between Global Treasury and KKR Client Services across all asset classes, including credit, private equity, and co-investments. You will serve as the point of contact for high-value investor treasury matters, lead complex issue resolutions, and oversee global processes to ensure seamless client servicing and operational excellence. This role demands a strategic mindset, hands-on leadership, and the ability to partner with senior stakeholders across the firm to build a best-in-class treasury servicing function that is robust, scalable, and technology-enabled. KEY RESPONSIBLITIES * Partner with KKR's Global Client Services Team to deliver best-in-class service to investors, ensuring timely and accurate client communications and follow-ups from a Treasury perspective. * Act as a primary contact for investor inquiries, including missing or incorrect payments, wire instruction verification, and other cash-related issues. * Maintain and manage investor wire details in compliance with KKR's Wire Instruction Policy, ensuring accuracy and security of all records. * Collaborate with internal teams and banking partners to resolve investor requests and transaction discrepancies efficiently. * Contribute to the design and documentation of enhanced workflows leveraging technology and process realignment, including: * Implementation of a Treasury Management System (TMS) and related reporting capabilities. * Deployment of an inquiry management system to streamline communication and issue tracking. * Participation in global process realignment initiatives within the Treasury function. OTHER RESPONSIBLITIES MAY INCLUDE * Help establish technology-driven workflows that reduce reliance on email and enhance cross-functional coordination. * Support automation initiatives for reconciliations and exception-based cash monitoring. * Track and reconcile incoming capital calls and management fee payments from investors. * Assist in developing escalation protocols and operating models with third-party fund administrators. * Assist with audits, SOX compliance, and various reporting requests (periodic and ad hoc). * Contribute to ongoing cash management, process standardization, and continuous improvement efforts across Treasury. CRITICAL COMPETENCIES FOR SUCCESS * Bachelor's degree from an accredited institution; strong academic record required. * 2-4 years of relevant experience in treasury operations, financial services, consulting, or financial administration. * Prior client service experience-preferably in alternative asset management-with a demonstrated commitment to excellence. * Strong process mindset with proven ability to leverage technology and systems to enhance efficiency. * Experience with Treasury Management Systems (TMS) is strongly preferred. * Advanced proficiency in Microsoft Excel; familiarity with data management tools a plus. * Highly organized, detail-oriented, and capable of meeting deadlines in a demanding, high-pressure environment. * Strong written and verbal communication skills; able to communicate clearly and professionally across teams and with clients. * Demonstrated accountability, integrity, and follow-through in all aspects of work. * Collaborative team player with strong interpersonal skills and the ability to build trust across functions. * Grace under pressure, strong work ethic, and a service-oriented mindset with a positive attitude and sense of humor. * Self-starter who proactively identifies, escalates, and helps resolve issues. #LI-ONSITE This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $100,000 - $130,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $100k-130k yearly Auto-Apply 49d ago
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  • Internal Audit Lead - Insurance

    KKR & Co. Inc. 5.0company rating

    KKR & Co. Inc. job in Boston, MA

    KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. KKR is seeking to fill a full-time position for its best-in-class Internal Audit Department. The Internal Audit Department is responsible for providing global oversight of the KKR brand across all business lines, support functions, and regions. Internal Audit partners with key internal and external stakeholders to provide independent, objective assurance and consulting services designed to add value, protect the firm, and improve the efficiency and effectiveness of KKR's internal control environment and operational processes. A successful candidate will have the ability to lead audit projects, assess risk, determine root causes, recommend solutions, and build strong relationships across all levels of seniority within the firm. Serving as an internal consultant, this role provides frequent exposure to senior business leaders and the opportunity to drive impactful change throughout all areas of the firm. The position is based in the Boston office and includes leadership of a team of 4 individuals. RESPONSIBILITIES * Leading the insurance internal audit practice and overseeing execution of the insurance internal audit plan * Managing a team of 4 audit professionals focused on insurance operations and compliance * Overseeing Internal Audit projects and reporting into Managers located in New York * Managing audit-based aspects of U.S. insurance regulatory regimes, including state insurance departments, NAIC requirements, and federal oversight bodies * Helping drive the strategic direction and tactical execution of the risk-based Internal Audit Plan and risk assessment process * Executing internal audits by identifying and assessing the relevant financial, operational, legal/regulatory, and IT risks-including testing the design and effectiveness of mitigating controls * Collaborating on consulting engagements and special projects/analyses requested ad-hoc by Management * Developing process narratives, audit programs, and test procedures for assigned projects * Partnering with firm management to develop and implement corrective action plans in response to Internal Audit recommendations, best practices, and/or process improvements * Preparing audit reports and presenting recommended enhancements to Management * Maintaining awareness and knowledge of regulations in the insurance industry, general accounting principles, internal audit best practices, and best practices common in our businesses QUALIFICATIONS * Bachelor's degree from an accredited four-year university * 10+ years of working experience (experience at a Big 4 accounting or financial services firm is a strong plus) * Knowledgeable in insurance processes/risk (underwriting, claims, reserving, reinsurance, actuarial, investment management, etc.) * Relevant experience with insurance regulatory compliance and reporting requirements * Motivated self-starter who works well individually and in teams; Superior written and verbal communication skills; Able to provide professional skepticism with an inquisitive frame of mind * Professional certifications are a merit (e.g., CIA, CPA, CPCU, CLU, or other insurance designations) * Proficiency in Microsoft Office software (i.e., Excel, Word, PowerPoint) #LI-HYBRID This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $170,000 - $215,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $170k-215k yearly Auto-Apply 44d ago
  • Operations Supervisor - Parametric

    Morgan Stanley 4.6company rating

    Remote or Boston, MA job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Client Relations Group (CRG) at Parametric builds meaningful relationships with clients by closely collaborating with sales teams and internal partners to deliver exceptional operational client service for accounts and client activities. CRG is comprised of teams and functions including Client Experience (client service and onboarding teams), Client Operations, and Client Control & Contract Management. ABOUT THE ROLE This Supervisor position is part of the Client Service team within the Client Experience organization at CRG. The Operations Supervisor oversees, monitors, and improves the daily workflow for their assigned regions. Responsibilities include supervising, mentoring, supporting, and training associates based on feedback from internal teams. The Operations Supervisor collaborates with team leadership and associates to increase efficiency and reduce risk. Building relationships with internal teams and clients, employee development, and management are key aspects of the role. Primary Responsibilities * Manage and mentor individual production team members and first time managers. This includes training, active feedback, performance management and performance evaluations. * Establish regular lines of communication for upward and downward management with all direct reports and co-direct reports. * Manage approximately 5-8 direct reports on a daily basis * Provide regular feedback on client service expectations to group. * Work with Client Service VPs to execute Objectives & Key Results (OKRs) and maintain healthy Key Risk Indicators (KRIs). * Facilitate workload distribution amongst the team. * Help the team with day-to-day workflow, identifying activities that need to be escalated/prioritized, and facilitating the review and remediation of escalated items. * Serve as the escalation point for client relationships and team members, as well as intradepartmental requests, including error resolution. Utilize informed discretion regarding the need for further escalations with a solution orientated mindset. * Participate as needed on client conference calls and meetings. * Proactively seek opportunities to improve team processes to reduce risk and improve efficiencies, leveraging a growth-oriented mindset. * Help lead and implement ad-hoc team projects and initiatives, communicating needs to team. * Serve as a knowledge expert among peers and other departments. Deep understanding of the "whys" behind processes. * Partner with leadership across the organization to carry out goals of the team and department. * Create and oversee reports to mitigate risk within the organization. * Proactively seek opportunities to improve efficiencies within the team and department. * Help monitor and manage efforts pertaining to business continuity and resiliency. * Create and maintain content for learning and development purposes across group. * Proactively maintain and/or establish new controls within group to mitigate risk; lead the drafting and maintenance of channel guides/ master process guides/ team policies and procedures. * Help facilitate the development, testing, and deployment of new technology releases/ applications on behalf of group. * Work with Vice President to generate metrics and create reports that assist in determining resource needs by recognizing key trends. Job Requirements * 4-year degree, preferably in related discipline such as economics, finance, or marketing; work experience in lieu of degree will be considered. * 5+ year's proven experience working with financial services advisors, preferably in a client service role. * 2+ years of direct team leadership experience. * Strong relationship building skills. * Excellent communication skills - in writing/oral with internal/external partners. * Experience with RIA/Wire and Independent community, separate accounts, UMAs, tax-efficient products and indexing a plus. * Thorough knowledge of Microsoft Office Suite. * Strong ability to learn new processes and systems. * Exhibits clear project management skills; managing deadlines, keeping stakeholders informed, anticipating roadblocks, preparing back-up plans, etc. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. 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 $78,000 and $140,000 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).
    $78k-140k yearly Auto-Apply 60d+ ago
  • Associate, Wealth Strategies Group

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.5 trillion in assets under management as of March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Basic Purpose: Work on a high net worth sales desk and partner with an external Strategy Specialist to drive AUM growth and awareness for the team's strategies in assigned territory. Primary Responsibilities: Support External Strategy Specialist in managing a large geographic territory. Act in consultative manner with sophisticated advisors in implementing advanced strategies. Identify client needs and coordinate efforts to service assigned advisors. Provide technical and sales support when possible and partner with Eaton Vance wholesalers inside territory footprint. Become proficient and be able to present on ultra-high net worth strategies and vehicles. Serve as liaison for multiple departments such as operations, legal, client services, portfolio managers, Eaton Vance Sales, and product management. Be primary driver of analytics and the processing of transitioning equity accounts. Provide support and problem resolution for ultra-high net worth vehicles. Lead coordination of problem resolution between Eaton Vance and affiliates. Assist in contracts and account opening. Qualifications: Ability to sell and think analytically. High energy and organizational skills. Ability to work in close-knit group with high consistent work volume. Must be able to handle pressure situations and follow procedural guidelines. Bachelor's degree required. Minimum of 3 years of related industry experience preferred. FINRA Series 7, 63/65 or 66. Strong computer skills: MS Word, Excel, and PowerPoint. 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 $90,000 and $100,000 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).
    $90k-100k yearly Auto-Apply 60d+ ago
  • Client Onboarding Associate

    KKR & Co. Inc. 5.0company rating

    KKR & Co. Inc. job in Boston, MA

    KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. TEAM OVERVIEW KKR's Client Operations Team supports clients in a variety of ways throughout the client lifecycle, from onboarding to investor communications, reporting, and overall relationship management across all asset classes, products and geographies. The team is global and works closely with KKR's Client Solutions ("KCS"), operational groups (Legal, Compliance, Finance, Treasury, Tax, Human Resources) and the firm's Investment professionals to provide information and solutions to clients. KKR seeks to recruit an experienced professional who is passionate about providing a high quality client experience and enhancing data, processes and technological solutions to join the Client Operations Team and assume primary responsibility for client onboarding and managing client and other related information throughout the client lifecycle. This responsibility is large and growing, and is an opportunity to work in a cross-functional capacity with key internal and external stakeholders while simultaneously evolving operational workflows. RESPONSIBILITIES * Serve as the primary point of contact and process owner for the onboarding of new clients across all products and asset classes * Manage end-to-end client onboarding workflows, such as KYC/AML, tax documents, document intake, investor portal setup, and internal system integration * Coordinate across internal teams (legal, compliance, tax, finance, investment teams) to ensure timely and accurate onboarding * Develop and maintain standardized procedures and playbooks for onboarding across fund structures and jurisdictions * Own and enhance onboarding tracking tools, including dashboards, to monitor pipeline progress and identify bottlenecks * Partner with technology teams to build automated and scalable onboarding solutions, and maintain an active backlog of system and workflow enhancements * Contribute to the design and expansion of client self-service capabilities related to onboarding (e.g., data collection portals, onboarding checklists) * Ensure all onboarding-related data, documents, and client records are complete, accurate, and audit-ready * Lead periodic reviews of the onboarding experience to gather feedback and implement improvements that enhance client satisfaction * Maintain and improve onboarding governance, including documentation standards, exception protocols, and data stewardship * Support strategic initiatives related to onboarding, such as new product launches, regulatory updates, or cross-border operational alignment * Serve as data steward with objectives of protecting and enriching investor and commitment data * Continue the enhancement of robust data governance frameworks * Build and support the self-service support framework to ensure we are providing the ideal experience for KKR LPs. REQUIREMENTS * Four-year bachelor's degree with a strong academic record from an accredited college or university * Three to Five years of relevant experience, preferably working in financial services, consulting, financial administration or law * Understanding of alternative investments and both equity and credit product offerings * Prior relevant client service and project management experience, ideally at an alternative asset management firm and a commitment to providing best-in-class service * Motivated self-starter who will own all operational aspects of the required processes * Articulate, thoughtful professional with the ability listen well and ask targeted questions when needed * Innovative thinker with a desire to build process improvements rooted in agile technology and collaborate with teams across the firm * Extremely high attention to detail and accountability * Ability to maintain impeccable records of investor documents * Highly organized with exceptional attention to detail and excellent follow-through * Grace under pressure, a strong work ethic, 24/7 service mentality and a positive attitude * Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues, and a good sense of humor * An "always on call" orientation to work * Ability to identify, escalate, and resolve problems/issues #LI-ONSITE This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $100,000 - $130,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $100k-130k yearly Auto-Apply 42d ago
  • Director, Client Executive

    The Bank of New York Mellon 4.4company rating

    Boston, MA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Client Executive to join our Asset Servicing team. This role can be located in Boston, MA or New York City, NY. In this role, you'll make an impact in the following ways: * Serve in a consultative role to large, global investment managers, advising client top leadership on the best way to achieve short- and long- term strategic objectives. Assigned clients are key to the business units achievement of its goals and objectives. * Independently develop the strategic plan for managing and growing existing global client relationships, with a focus on organic revenue growth and enterprise client engagement * Provide clients with industry expertise sharing trends as well as current and potential impact on the client business model. * Promotes firm services/product offerings that solve client challenges and achieve account growth. May evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm. * Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank. * Driving a transformation agenda where required, around people and go to market strategies * Identify and lead new client acquisitions, including prospecting across the enterprise and externally * Continue to build BNY's presence through participation in events, industry forums, and conferences To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. * 12+ years of professional experience, preferably in client management roles with commercial accountability for top line growth is required, track record of success required * Knowledge and experience with senior leadership with investment managers preferred * Technical knowledge of fund and investment operations a plus * A passion for the business, 'drive to win' and outperformance mindset * Ability to establish and maintain C-Suite relationships with large global investment managers * Intellectual curiosity; desire to constantly learn and continuously improve * Ability to influence and drive performance internally, even when not a direct manager to teams * Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $150,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $150k-273k yearly 15d ago
  • Associate - Global Product Data Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Department Investment Management (IM) Operations partners with the Investment Management and related teams of MSIM, by providing middle-office services including portfolio manager support, client services, portfolio transitions, market registration, product data, corporate actions. reconciliations and performance and attribution analysis services. Team The Global Product Data Team creates and maintains equity and fixed income securities and related reference data for Investment Teams, Surveillance, and other users of security master data. This includes a variety of equity instruments including common stocks, ADRs, GDRs, rights and warrants, and a variety of fixed income instruments including treasuries, mortgage-backed securities (MBS), asset backed securities (ABS), bank loans, collateralized debt and loan obligations (CDO, CLOs), municipal bonds and others. We also work to ensure the quality, completeness, and timeliness of the data for each of these types of instruments. We seeking someone to join our team as an Associate with a focus on maintaining MSIM's security master and related reference data, as well as work on strategic initiatives as we continue to provide quality data for our clients and reduce risk in our changing industry. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Creating and managing securities with a focus on automation, data quality and risk mitigation. Providing security master and reference data support to Front Office (PM's, Traders, Analysts) , Surveillance and other stakeholders across Asia, Europe, and America. Responding to all queries in a timely manner. Reviewing exception reports such as those for Aladdin and proprietary systems on a daily basis and resolving the exceptions Resolving cash and asset reconciliation exceptions including researching reference data points causing the breaks Partnering with global teams in West Conshohoken, PA and Mumbai, India for security master related cleanup, new data points and related projects. What you'll bring to the role: 2+ years of experience in the asset management side of the investment management industry. Strong knowledge of investment instruments, their related reference data requirements and how they are expected to behave. Knowledge of Aladdin applications, particularly Security Master, Dashboards, AladdinView and Reconciliation. Other modules such as Trade Entry, Explore a plus. Proficiency with data querying tools such as PL/SQL and MSSQL a plus Proficiency with market data providers such as Bloomberg and Refinitive a plus Proficiency with automation tools such as Copilot, Alteryx, Ui Path and PowerBI a plus Strong organizational skills with strict attention to detail. Demonstrated success working in a high volume, high intensity environment. Demonstrated commitment to risk control and management. Demonstrated skills working on a global team including clear communication, being proactive, handoffs and escalation as needed. Excellent oral and written communication skills. Professional and decisive with outstanding business judgment and ability to see issues through to resolution. Proficient computer skills, particularly with Microsoft Office (Excel) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $65,000 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $65k-90k yearly Auto-Apply 24d ago
  • IM Operations- Portfolio Recordkeeping Director (AVP)

    Morgan Stanley 4.6company rating

    Boston, MA job

    We are seeking an experienced and detailed-oriented Portfolio Accounting & Recordkeeping, Director to support and evolve a best-in-class Portfolio Accounting function. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Manager position at the Director level, that will be responsible to ensure accurate, timely, and globally consistent portfolio accounting, valuation, and production of the official investment/performance book and record. This role sits within the Public Markets Middle Office and is pivotal to ensuring data accuracy, transparency, and operational readiness across the firm's investment operations in support of MSIM clients, investment teams and traders, reporting teams and other essential uses of middle office operations data. As the Portfolio Recordkeeping Director, you would be responsible for the daily execution of accounting and recordkeeping processes across various investment strategies and asset classes. This role will be part of a global team in a follow the sun model, ensuring the integrity of the MSIM's start of day, end of day, and period close books and records. This role will support the Portfolio Accounting & Recordkeeping Vice President in implementing business process and deliver high-quality, ready for business data to enable front-to-back operational processes, investment analytics, regulatory compliance, and a best-in-class client experience. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… Develop staff, lead projects and control deployment of resources, owning management tools/methods such as work queues, checklists, depth charts and calendars Set direction and expectations for your team(s), defining training plans and transfer of expert knowledge to contribute to team output and development Contribute to business plan for area, establish risk/contingency plans, raise and address issues with urgency when required Produce and publish the official Aladdin Portfolio Asset Value on a monthly, in accordance with client and reporting SLAs, including performing all Quality Control (QC) checks to finalize and close the books. Manage daily portfolio accounting and recordkeeping process, ensuring all transaction (trades, income, accruals, corporate actions) and positions are processed timely, completely, and accurately. Support standardization and documentation of operational procedures across portfolios and asset classes. Ensure complete, accurate, and timely start of day positions to support investment process, including start of day cash and projected cash to support investment teams. Act as a point of escalation for team analysts, in helping to research and resolve exceptions cross-functionally to the accounting books of record (start of day, end of day, and period close) within established SLAs. Provide support and expertise on tax lot accounting principles, particularly for tax-managed portfolios, to enable accurate tax reporting and performance attribution. Provie subject matter support for Aladdin Accounting transaction, position, and valuation data. Capture key metrics to help drive effective management of the day-to-day operations. Actively partner with Data Quality and Engineering team to develop and refine data anomaly detection and mitigation strategies to prevent impact to MSIM books and records. Document, maintain, and oversee adherence to standard operating procedures. Ongoing business process improvement leveraging automation with low code tooling. What you'll bring to the role: BS/BA degree required. A minimum of 7 years of related experience, preferably in asset management with experience working in portfolio or fund accounting. Experience across a broad spectrum of portfolio types: Separately Managed, Sub-advised, Funds (e.g. Mutual Fund, OIEC, etc..). Experience with middle office operations including but not limited to trade settlement, IBOR/ABOR, transaction lifecycle events across spectrum of asset class (equity, fixed, derivatives), cash and position reconciliation, performance reporting. Experience with accounting systems; preferably Aladdin Experience with tax managed strategies is a plus Experience working with, and accounting for, derivatives and synthetic exposures (e.g., Bank Loans). Experience functioning in a team lead and/or team mentor capacity. Automation first mindset. Experience with implementing process improvements and transformation. 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 $105,000 and $156,000 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).
    $105k-156k yearly Auto-Apply 16d ago
  • Private Markets Treasury Operations Professional

    KKR & Co. Inc. 5.0company rating

    KKR & Co. Inc. job in Boston, MA

    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 The Global Treasury team was recently formed within the Global Markets Operations group at KKR. The Global Treasury Team 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. POSITION SUMMARY The Team is seeking a candidate with have 2-5 + years in a Treasury and/or cash management role, knowledge of Private Equity and the investment management industry is important. An ideal candidate will have strong EQ and interest in improving processes through technology. Treasury management system (Hazeltree), data warehouse, and data analysis experience is also valuable. RESPONSIBILITIES * Facilitate deal closings through proactive stakeholder and timeline coordination from account setup to transaction settlement * Raise FX and process FX settlements to fund bank accounts for settlements * Monitor and ensure timely loan repayments and cash flow management * Optimize yield strategies for uninvested capital across Private Market and Open-ended funds * Support implementation and enhancements of treasury management systems * Execute wire transfers for deal closings in accordance with firm's policy * Reconcile bank statements for KKR Funds and Holding Companies * Ensure compliance with audit requirements and SOX regulations * Assist Ad Hoc requests from cross functional Teams * Contribute to process standardization and efficiency improvements QUALIFICATIONS * 2-5 + years in a Treasury and/or cash management role * Strong organizational skills with ability to meet deadlines in a fast-paced environment * Attention to detail regarding wire fraud prevention, and ability to juggle multiple responsibilities * Process and technology oriented * Treasury Management System and banking portal experience * Proficiency in Microsoft Excel, proficiency in tableau and SQL is a plus * Self-starter with strong verbal and written communication skills * Accountable, with a strong sense of professionalism and integrity * #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 $100,000 - $130,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $100k-130k yearly Auto-Apply 60d+ ago
  • Senior Production Support Engineer - Parametric

    Morgan Stanley 4.6company rating

    Remote or Boston, MA job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Application Support and Automation team at Parametric: We are responsible for supporting all of the production applications at Parametric. This includes on-prem and cloud based proprietary and off the shelf applications. The automation team is responsible for developing and maintaining all inbound and outbound file transmissions and internal automations. ABOUT THE ROLE Our Production Support team acts as the front line for issues involving all business critical applications, including Parametric proprietary software, open source commodity middleware, cloud deployed sites and network intersections with hosted solutions. Qualified senior level candidates will have a passion for IT, with excellent communication and organization skills, and be capable of working in a highly collaborative and fast paced environment. Financial services background is strongly encouraged. High energy, a can do attitude, and intense curiosity is required. This role fulfills issue triage for production IT operations/sysops/devops, Expedites repetitive tasks for end users while working with development to deploy automation Explores data stores and derives ad hoc reports and KPI's Deploy software as part of the change and release management process. Educate end users regarding new or misunderstood features. Participate in the continuous improvement process by highlighting new issues to development. Investigate logs and correlate failures between applications and databases Understand and demonstrate mastery of internal applications used for the daily business cycles (research, analysis, trading, accounting) As a senior member of the team you'll have an opportunity to craft new processes and revise existing documented workflows and aligning daily tasks to your personal efficiencies PRIMARY RESPONSIBILITES Triage and resolve tickets for supported systems and applications. Provide troubleshooting expertise for all aspects of an application including vendor and custom built apps. Develop and maintain knowledge base articles Follow established procedures for managing business risk when updating production systems. Create and update process automation. Participate in projects that enhance or upgrade Parametric systems or employee experience. Working as part of a team provide complete 24/7 support to the production environment including being a member of an on-call rotation Enhance the monitoring and oversite of applications to ensure proactive alerting where possible. JOB REQUIREMENTS 6 years of relevant professional experience. 4 years experience with SQL including writing and understanding queries. Experience supporting a 24/7 environment. Experience with DevOps practices including Octopus, JIRA, Confluence or equivalent platforms. Scripting/automation and continuous improvement experience is a plus. Strong verbal and written communication skills targeted to a variety of audiences including technical and non-technical users. Must be able to work in a fast-paced, social environment, yet be able to work independently as necessary. Previous experience supporting line of business applications is a plus. Experience supporting a Windows based environment including basic server administration. Experience with Linux/UNIX based platforms is a plus. Experience with Powershell or other scripting languages is a plus. Patience and attention to detail is essential. Financial industry experience is a plus. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. 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 $78,000 and $140,000 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).
    $78k-140k yearly Auto-Apply 16d ago
  • Business Service Officer

    Morgan Stanley 4.6company rating

    Boston, MA job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the market * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 03/23/23 Morgan Stanley Business Service Officer Job Description * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the market * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports to: * Market Business Service Officer Direct reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: 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 $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $120k-165k yearly Auto-Apply 8d ago
  • Market Data Professional

    KKR & Co. Inc. 5.0company rating

    KKR & Co. Inc. job in Boston, MA

    KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries. POSITION SUMMARY KKR is looking for a sourcing professional to join the Strategic Sourcing team. This individual will report to the Market Data category lead and will help shape the Market Data category strategy. The individual should have prior Market Data procurement experience, senior stakeholder management, and Market Data vendor relationship management experience. IDEAL EXPERIENCE A successful candidate will typically have 10+ years of experience with a demonstrated track of sourcing and negotiation skills at a comparable financial service organization. RESPONSIBILITIES * Oversee market data category strategy (in conjunction with Tech Market Data team): * Help define and execute firm's market data strategy * Apply right Governance & role-based methodology to category * Manage license inventory * Track savings and other expenses (i.e. Exchanges) * Work with Accounts Payable to reconcile all invoices to contracts * Maintain central contract database, proactively manage expirations to alert Category Manager * Onboarding and offboarding vendors, align with appropriate stakeholders * Manage News and Subscriptions sub-category * Create reporting and metrics, especially Usage, for end users to help drive savings or consolidation opportunities * Communicate with internal and external audiences as licenses are added/re moved/cancelled * Conduct end-user entitlement re-certification * Enhance user experience through helping to run training classes, define super users, and ensure KKR leveraging the full suite of products/data procured QUALIFICATIONS * Experience with spend analytics, sourcing and contract management processes and systems. * Experience with category management, strategy sourcing processes and relationship management. * Strong contract negotiation, commercial negotiation and vendor relationship management skills * Demonstrated ability to effectively interact in a cross-functional environment with various teams and types of vendors. * Excellent verbal and written communication skills, including synthesizing research and conceptual work into actionable and presentable deliverables. * Accountable, with a strong sense of professionalism and integrity. * Highly organized, efficient and able to work to tight deadlines in a high-pressure environment. * Excellent interpersonal skills and the ability to build strong professional relationships at all levels * Undergraduate degree with strong academic credentials and ~10 years of relevant work experience. This role requires in office attendance at least 4 times a week in Boston. #LI-ONSITE This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range $110,000 - $140,000 USD KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
    $110k-140k yearly Auto-Apply 60d+ ago
  • Vice President - Investment Management Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    We're seeking someone to join our team as a Vice President in Investment Management Operations to play an integral role servicing clients and facilitating client events including, on-boarding of new business, account transitions and client terminations. The individual will work closely with the outsourced Investment Manager Solutions (IMS) team to ensure completion of all client deliverables. Morgan Stanley's Investment Management's product range is continually evolving into new product and strategy areas, demanding ever-changing infrastructure and solutions. The Vice President will be required to facilitate discussion with all the impacted parties to ensure that the appropriate support models are in place. The Transition team focusses not only on institutional segregated business but also on proprietary fund launches or closures. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Manage North America client events including, on-boarding of new business, account transitions and client terminations for Separately Managed Accounts and Funds business Coordinating support on North America pipeline from team in India and discharging outsourcing oversight responsibilities Organizing regular huddle meetings & training sessions with India Joint oversight of State Street Transitions team Assisting with strategic priorities of the T3 platform and ownership of initiatives assigned Co-responsibility with global Achieve Global consistency and ensure T3 checklists/PEGA and desktop & supervisory procedures are kept up to date with current responsibilities Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities To provide daily support to a suite of clients for queries ranging from reporting to investment decisions Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks. Close liaison with sales and the client to ensure that client expectations are understood and accomplished Strong relationship with legal and compliance to understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation. Work with Product Development, Fund Administration and the Funds Client Service group to set up new MSIM proprietary vehicles Ensuring all procedural documentation is up to date and accurate Provide and implement recommendations for process improvements, including workflow and technology Working proactively with counterparts on a global basis, in making recommendation for process improvement and consistency Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels What you'll bring to the role: Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events Strong attention to detail Excellent organizational and project management skills Strong business sense and excellent judgment Good knowledge of the custody environment Stakeholder management Strong risk awareness and communication skills Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams. Comfortable dealing with senior individuals and management across these functions 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 $105,000 and $156,000 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).
    $105k-156k yearly Auto-Apply 21d ago
  • 2025 Technology Full-Time Analyst Program (Boston)

    Morgan Stanley Campus 4.6company rating

    Boston, MA job

    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.
    $97k-126k yearly est. 60d+ ago
  • Compliance - 40 Act Vice President

    KKR & Co. Inc. 5.0company rating

    KKR & Co. Inc. job in Boston, MA

    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.
    $150k-175k yearly Auto-Apply 56d ago
  • Citi Private Bank - UHNW Private Banker

    Citigroup Inc. 4.6company rating

    Boston, MA job

    The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. * Effectively manage client expectations regarding what can and cannot be executed on their behalf. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Uncover needs that are not articulated or clearly expressed by the client. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. * Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Establish a referral network and gain introductions to potential clients which generate new sales. * Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. * Help team members acquire the experience necessary to establish credibility with clients and intermediaries. * Demonstrate strong commitment to team success and place team goals above personal achievement. * Encourage team members to work together to deepen client relationships and exceed sales goals. * Align complementary experiences and skill sets of team members to maximize client effectiveness. * Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. * Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. * Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. * Ensure strong controls and effective operational and administrative services. * Set an example of behaviour to all staff. * Partner with colleagues across the Citi network to leverage capabilities and share expertise. * Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. * Understand and communicate the risk involved with various investment strategies. * Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. * Persevere in delivering what is promised, even when obstacles arise. * Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. * Understand the broad array of products and services under the Citi umbrella. * Apply an in-depth level of knowledge in key investment and financing products. * Develop expertise to identify business opportunities and address the unique needs of specific client segments. * Keep abreast of financial industry developments and current global market conditions. * Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. * Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Greenwich Connecticut United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 17, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $132k-207k yearly est. 4d ago
  • Estate Settlement Officer

    The Bank of New York Mellon 4.4company rating

    Boston, MA job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role can be located in Philadelphia, PA, New York, NY, Boston, MA, Greenwich, CT, Los Angeles, CA, or Menlo Park, CA. In this role, you'll make an impact in the following ways: * Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee. * Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management. * Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors. * Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. * Will be expected to assess, identify and escalate/address risk-related issues. * Orchestrate the varied administrative tasks through the support of the Wealth Management team. * May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge. * In some instances, this role may be focused on Estate settlements. * Specific knowledge as to the settlement of estates and probates will be required. * Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts. * Full knowledge of policies and procedures are essential to the Specialist role. * Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. * Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions. * Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees. * Frequent and regular/scheduled interaction with clients, including in-person client meetings. * Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework. * Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures. * Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities. * Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records. * Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. * Work with teams on opportunities sourced by other functional team members. * Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * Advanced/graduate degree preferred or equivalent work experience. * 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships. * The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors. * CTFA, CFP strongly preferred. Complimentary professional designations a plus. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $164,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
    $68k-164.5k yearly 22d ago
  • Director - Real Estate Accounting Operations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley manages a line of tax-managed alternative investment products with AUM of approximately $64.0 Billion, including real estate assets of approximately $9.6 Billion, consisting of over 145 real properties. The real estate assets consist of property investments in various ownership structures and varying markets and sectors. Independent property management companies manage the real estate assets. We're seeking someone to join our team as a Director as part of a team of experienced accounting professionals responsible for performing the accounting and reporting for the entire real estate investment portfolio. The team's primary responsibilities include performing operational and accounting functions related to real estate investments and the Funds, analyzing and accounting for real estate transactions, financing, and other activities in a dynamic environment. The team provides on-going support to and works collaboratively with the Eaton Vance Real Estate Investment Portfolio Management Group. This position requires the candidate to have a strong familiarity with the real estate industry, a solid understanding of GAAP and accounting for real estate, and an interest in the investment management industry. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on… What you'll do in the role: Maintain an experienced understanding of the business line, firm and real estate investments held in a competitive environment. Prepare and review daily and monthly property accounting and reporting for a portfolio of currently 145+ investment properties and 9+ property management firms within stringent deadlines. Prepare detailed accounting entries for real estate transactions within stringent deadlines. Perform the team's operational and accounting functions for both the Alternative Investment Funds and the related subsidiary real estate investments. Such responsibilities may include; credit facility and mortgage debt administration and compliance, monitoring of cash movements, distributions and contributions from/to real estate investments, maintenance of investment trial balances, accrual accounting, developing and providing accounting instruction to service providers, loan borrowings and repayments, assisting with external and internal audits, monitor and process invoices and other expense accounting to include insurance and real estate taxes. Provide on-going support to the Real Estate Investment Group. Play a role in ensuring a strong control environment and monitor risks. Contribute to the optimization of the use of technology solutions and existing platform subscriptions. Adapt to and learn innovative technologies as needed. Contribute to firm initiatives. Play a contributing role in administering existing technology platforms and creating solutions using AI and modern technology. Strong accountability for accuracy and completion of assigned deliverables while meeting deadlines. Play an integral contributing role in daily collaborations with internal teams as well as multiple outside service providers. Outside service providers include property managers, banks, custodian, and audit professionals. Maintain and build relationships with peers in department, immediate supervisor, peers in other departments and with exposure to senior staff. May have responsibility for training staff and have supervisory responsibilities. Participation in firm initiatives and adherence to firm policies, procedures, and training. What you'll bring to the role: Continuous focus in building strong relationships internally and externally. Effective use of technology solutions and existing platform subscriptions and develop and learn modern technology solutions. Ability to use independent judgement and ability to work independently. Developing supervisory, training skills, and providing input into resourcing decisions. Maintain strong written and oral communications. Understand and maintain a strong control environment. 1. Experienced understanding of Real Estate Accounting. Bachelor's and/or master's degree in accounting or finance. A CPA candidate, or CPA with public accounting experience, preferred. A minimum 4-6 years demonstrated progression of audit, accounting and reporting experience within the Real Estate and Investment industries, with a strong knowledge of GAAP. Strong detail orientation skills with a superior work ethic. Excellent organization, time management, problem solving and communication skills. Advanced technology skills preferred. Skilled working with Alteryx, PowerBi, preferred. Experience with RealPage Asset Monitoring software a plus. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $80k-115k yearly Auto-Apply 58d ago
  • Associate, Consultant Relations

    Morgan Stanley 4.6company rating

    Boston, MA job

    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in twenty-four countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. North American Institutional Consultant Relations Team The North American Institutional Consultant Relations Team is responsible for driving growth across the MSIM platform, via the consultant relations channel, through the development of new relationships, the enhancement of existing relationships, and the application of a holistic and partnership-oriented approach to provide a best-in-class consultant and associated client experience. The team works in close partnership with institutional sales, relationship management and investment teams to deliver the full breadth of MSIM's investment ideas and solutions. Highlights & Key Responsibilities The North American Consultant Relations Team is seeking a collaborative, self-motivated, and deadline-driven professional to support our institutional consultant relationships and capital raising efforts. The candidate should possess strong communication and analytical skills, as responsibilities will include assistance in hosting meetings, communicating quantitative and qualitative information, preparing competitive analysis on MSIM strategies, monitoring consulting firms for updates and engaging with MSIM investment professionals and other internal stakeholders. This position offers high visibility internally, providing meaningful opportunities for professional growth and development in a variety of client-facing roles. Responsibilities include: Support 2-3 consultant relations professionals on fostering their consultant relationships, capital raising efforts, and business management activities Work with the consultant relations team to proactively identify business development opportunities within a consultant's client roster and help coordinate with relevant institutional sales, relationship management, and investment team colleagues. Assist in responding to consultant inquiries, including requests for data, materials on our investment capabilities, search-related information and other ad-hoc requests Coordinate across investment teams and other internal functions to prepare consultant materials Contribute to the development and maintenance of business metrics and reports, utilizing salesforce and other internal databases Work with internal partners to help manage all aspects of the investment and operational due diligence processes. Qualifications Bachelor's degree 1-4 years of relevant investment management experience FINRA Series 7 and 63 required (or willingness to obtain) Excellent communication and relationship building skills, team-oriented and collaborative Ability to work well under pressure including a proven ability to multi-task and prioritize A problem-solver who demonstrates effective organization skills and follow-through Results-oriented with a bias for action and innovation Deeply collaborative in their interaction with colleagues across the firm regardless of function or level Technical and aesthetic mastery of PowerPoint, Excel and Office Intellectual curiosity and self-motivation Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management 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 $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).
    $100k-120k yearly Auto-Apply 60d+ ago
  • Principal Infrastructure Engineer

    KKR & Co. Inc. 5.0company rating

    KKR & Co. Inc. job in Boston, MA

    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 KKR is seeking a Principal Infrastructure Engineer to serve as a hands-on technical thought leader for the firm's core technology infrastructure. This individual will partner with Global teams across Network, Compute, Storage, Productivity Software, and Desktop Computing to drive the evolution towards next-generation capabilities. This role is for a deeply technical and forward-thinking expert who will be responsible for providing architectural guidance, leading innovation, and solving the most complex engineering challenges. The ideal candidate will have a profound impact on the firm's technological agility and ability to deliver high-impact business outcomes through state-of-the-art infrastructure. RESPONSIBILITIES * Technical Strategy & Architecture: Act as the key technical authority for infrastructure architecture. Design and develop scalable, resilient, and secure solutions across on-premise and cloud environments. * Innovation & Thought Leadership: Research, prototype, and champion emerging technologies and methodologies to advance the firm's infrastructure. Drive proof-of-concept initiatives to validate new solutions. * Technical Mentorship: Provide expert guidance and mentorship to infrastructure engineers, elevating the technical capabilities of the team and fostering a culture of engineering excellence. * Cross-Functional Partnership: Collaborate closely with application development, cybersecurity, and business stakeholders to ensure infrastructure strategy is tightly aligned with their needs and roadmaps. * Complex Problem Solving: Serve as the highest point of technical escalation for critical infrastructure issues, leading troubleshooting efforts for complex, cross-domain problems. * Standards and Automation: Define and promote best practices, engineering standards, and patterns. Drive the automation of infrastructure provisioning, configuration, and operations to enhance agility and reduce risk. QUALIFICATIONS * Bachelor's degree in computer science, Engineering, or a related field; an advanced degree is highly desirable. * 15+ years of hands-on experience in infrastructure engineering, with a demonstrated progression to a principal-level role in a large-scale, global enterprise. * Expert-level, hands-on expertise in multiple core infrastructure domains: advanced networking (SDN, cloud networking), enterprise storage, hyper-converged systems, virtualization, and public/private cloud platforms (AWS, Azure). * Proven track record of leading the design and implementation of significant, complex infrastructure projects that delivered measurable business value. * Expert-level, hands on with MS Windows Operating Systems and related services. * Deep experience with Infrastructure as Code (IaC) and automation tools (e.g., Terraform, Ansible, Python). * Exceptional analytical and problem-solving skills, with the ability to think strategically and execute methodically. * Strong communication and influencing skills, capable of articulating complex technical concepts to both technical peers and non-technical stakeholders. * A passion for technology and a relentless drive for continuous improvement and innovation. #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 $200,000 - $235,000 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.
    $200k-235k yearly Auto-Apply 60d+ ago

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KKR & Co. L.P. may also be known as or be related to KKR & Co, KKR & Co., KKR & Co. Inc., KKR & Co. L.P., KKR & Co., Inc., KKR Singapore Pte Ltd, Kkr and Kohlberg Kravis Roberts & Co.