Associate, Wealth IR Platform Servicing

Added
3 minutes ago
Type
Full time
Salary
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Related skills

reporting excel reconciliation automation wealth platforms

๐Ÿ“‹ 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.

๐ŸŽฏ 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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