Client Services Treasury Analyst

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.

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