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reporting excel reconciliation automation wealth platforms๐ Description
- Support platform offerings for wealth channels (banks, wirehouses, RIAs, custodians).
- Reconcile internal and external reporting for KKR and partners.
- Coordinate with platforms, tech, finance, and admins to automate subscriptions and changes.
- Liaise with strategic accounts and wealth stakeholders to prioritize initiatives and improve servicing.
๐ฏ Requirements
- 3-5 years of experience in a support role, preferably in alt investments.
- Strong computer and Excel skills.
- Strong communication skills.
- Self-starter, able to work independently and solve problems.
- Undergraduate degree required.
- Ability to manage multiple projects/inquiries simultaneously.
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