Senior Analyst, Insurance & Loan Operations

Socket.dev; Boston (MA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

KKR, based in the Boston area, is seeking a Senior Private Markets and Insurance Investment Operations Analyst within the ALPS team. The role supports day‑to‑day management, reconciliation, and oversight of portfolio positions across the Credit business.

The ideal candidate will have experience in loan operations, asset management, and fund accounting, with knowledge of private credit, middle‑market loans, structured products, or complex insurance structures helpful.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2–4 years in Investment Operations or similar role in financial services.
• Experience with investment lifecycle, including cash management, reconciliations, and monthly/quarterly close.
• Experience with complex products, SPVs, CLOs, private credit, or insurance structures.

Responsibilities

• Support full investment lifecycle in the Boston area, including trade and loan processing, GAV review, reconciliations, and month-end close.
• Provide operational support during monthly and quarterly close.
• Oversee offshore teams and ensure processes meet controls and SLAs.
• Monitor cash and position reconciliations and resolve breaks promptly.
• Collaborate with internal teams on new products and complex transactions.
• Identify process improvements to strengthen controls and efficiency.
• Maintain relationships with global teams and third‑party providers.

Skills

Investment Ops

GAV review

Cash reconciliation

Loan processing

Fixed income products

SPVs

Education

Bachelor's degree

Tools

Geneva

WSO

OMS/EMS

Excel

Job description

COMPANY OVERVIEW

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 looking for a Senior Private Markets and Insurance Investment Operations Analyst to join the Asset Liability Portfolio Services (ALPS) team in Brighton, MA. This role sits within Investment Operations and supports the day-to-day management, reconciliation, and oversight of portfolio positions across KKR’s Credit business.

The Senior Analyst will work closely with Fund Accounting, Controllership, and other internal teams, particularly around monthly and quarterly close. The role will also support investment lifecycle processing, GAV reviews, reconciliations, and operational controls.

The ideal candidate has experience in loan operations, asset management, fund accounting, GAV review, or insurance operations. Experience with private credit, middle-market loans, structured products, or complex insurance structures is a plus.

Responsibilities

• Support the full investment lifecycle in Geneva, including trade and loan processing, GAV review, reconciliation, and month end close activities.


• Provide operational support to Fund Accounting and Controllership during monthly and quarterly close.


• Oversee offshore operational support teams and help ensure processes are completed in line with established controls, SLAs, and SOPs.


• Monitor cash and position reconciliations and resolve breaks in a timely manner.


• Work with internal teams on new products, complex transactions, and portfolio onboarding.


• Help identify opportunities to improve processes, controls, and overall operational efficiency.


• Maintain strong working relationships with global teams and third-party service providers.


• Assist with other Investment Operations initiatives as business needs evolve.

Qualifications

• Bachelor’s degree required; Finance, Accounting, Economics, or a related field preferred.


• 2–4 years of experience in Investment Operations or a related area within asset management, investment operations, or a similar financial services environment.


• Experience supporting the investment lifecycle, including:
  
  
  
  • Cash management and reconciliation
  
  
  • Corporate actions and restructurings
  
  
  • Loan processing and capitalization events
  
  
  • Credit activity such as drawdowns, paydowns, and rollovers
  
  
  • Monthly and quarterly close activities
  
  
  • Experience with complex fixed or variable rate income products, SPVs, CLOs, private credit, private equity, insurance structures, or SMAs.
  
  
  
  

Systems & Technical Skills

• Experience with institutional or alternative investment portfolio management and accounting systems.


• Familiarity with insurance or asset management accounting platforms.


• Experience with OMS/EMS platforms.


• Strong understanding of cash reconciliation, P&L oversight, and GAV review/sign-off processes.


• Experience working with third-party administrators and other external vendors.


• Familiarity with Geneva and/or Wall Street Office (WSO) preferred.


• Advanced Excel skills; AI tooling understanding a plus.

Skills & Attributes

• Strong analytical and problem-solving skills with a high level of attention to detail.


• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.


• Strong written and verbal communication skills.


• Comfortable working with teams across different functions and locations.


• Proactive and willing to take ownership of issues from identification through resolution.


• Curious, adaptable, and comfortable learning new products and processes.


• Team-oriented with a practical, solutions-focused approach.

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

$75,000 — $100,000 USD

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email [e-mail]. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to [e-mail]. Only emails left for this purpose will be returned.

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.