Balance Sheet Associate
KKR & Co. Inc. Job In New York, NY
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 Balance Sheet team at KKR consist of a small group of proven investment professionals tasked with managing the firm's $30 Billion balance sheet in pursuit of the firm's strategy. KKR operates across three business segments: Asset Management, Insurance and Strategic Holdings. The Balance Sheet team works together with Firm Leadership to determine the Firm's business and capital allocation strategies.
The responsibilities of the team includes (i) managing the Firm's liability structure including optimizing cost of capital, (ii) raising capital for KKR through debt, equity and structured solutions, (iii) allocating the Firm's capital in a way that maximizes value for KKR, (iv) evaluating specific investment opportunities, including new fund & co-investments, strategy seeding, and corporate M&A, (v) developing the firm's asset allocation targets in a way that maximizes the risk-adjusted return generated by our Balance Sheet, (vi) evaluating Capital Markets opportunities and risk levels, (vii) forecasting and analyzing KKR's financial condition and outlook as a firm (viii) manage the existing portfolio of Balance Sheet investments, and (ix) helping to oversee and manage KKR's enterprise level financial risk.
POSITION OVERVIEW
KKR is seeking an Associate, based in New York, to play a critical role on the Balance Sheet team that marries aspects of investing, corporate strategy / development, and macroeconomic and strategic finance. The successful candidate will play a key part in shaping and executing our growth plans and will explore opportunities ranging from developing liquidity-generating transactions to strategic partnerships to minority investments and full acquisitions or divestments.
RESPONSIBILITIES
More specifically, this individual will be expected to work on:
* Building and maintaining of financial models to evaluate returns for live transactions and impacts to KKR's P&L under various financing scenarios
* Supporting the creation and presentation of analysis for investments, financings, and forecasts to help senior teams evaluate strategic alternatives for the firm
* Assisting in structuring, analyzing, reviewing, and executing financing transactions, including traditional financings and more complex structuring opportunities
* Supporting the tracking of existing balance sheet investments by working closely with Private Equity, Real Assets, and Credit deal teams
* Collaborating on developing frameworks for how KKR invests and allocates balance sheet capital
* Monitoring the firm's liquidity and assisting in forecasting efforts
* Preparing materials and communicating key findings and recommendations to senior team members/leadership and external stakeholders (KKR's investors or prospects)
* Contributing to regular reporting on balance sheet performance for senior leadership and partners
* Evaluating evaluating risks and opportunities in the firm's debt and equity portfolios by performing research and analysis
* Conducting scenario analysis and assisting in stress testing to understand the impact of market, interest rate, and liquidity changes
* Supporting cross-functional collaboration with investment, liability management, and finance teams to align asset and liability strategies
* Research and assess areas for strategic investment and growth opportunities in asset management, insurance, and strategic holdings
* Reviewing and summarizing inbound opportunities and ideas from Investment Banks and senior leadership for further evaluation
* Supporting deal teams on transactions requiring balance sheet investment, gaining exposure to various industry groups and geographies
QUALIFICATIONS
* 2-4 years of relevant experience in Private Markets Investing, Corporate Development / Finance, Investment Banking or similar role
* Strong interest in being an active contributor toward the development of Firm strategy
* Excellent analytical and problem-solving skills with the ability to communicate complex information effectively to internal and external stakeholders
* Ability to network internally and maintain relationships across the firm, collaborating and working cross-functionally with investment, finance, and risk teams
* Detail-oriented with the ability to work in a fast-paced and dynamic environment
* Quick learner with strong intellectual curiosity and self-motivation; ability to come up with and execute new ideas
* Desire to be a self-starter, take ownership of transactions and projects, and stay with them until completion
* Team-oriented, positive attitude with a willingness to help out wherever necessary
* Ability to prioritize time efficiently while managing multiple demands and projects and remaining attentive to detail
This is the expected annual base salary range for this New York-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 - $150,000 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.
Risk Officer: Third Party Risk Management
KKR & Co. Inc. Job In Boston, NY
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 Enterprise Risk team functions within the Global Risk Strategies group as a sector of specialized risk solutions. The team is responsible for helping the firm identify, assess and measure a broad set of firm-level risks with a goal of better understanding areas of the firm or functions which need enhancement The team also collaborates with the Legal/Compliance team to ensure compliance with regulatory policies and insurance to protect the firm and its' employees from potential new areas of risk. The team produces research materials to present to the Risk and Operations Committee to communicate updates that may affect the firm's operations, reputation, and brand.
POSITION SUMMARY
KKR is seeking to hire highly motivated and experienced a Risk Officer to work within the global Third-Party Risk Management ("TPRM") team in our New York / Boston office. Reporting to the Global Head of TPRM, the successful candidate will operate within the team executing against the framework, providing risk oversight of the firm's third-party relationships, ensuring compliance with regulatory standards, and will drive a number of risk strategic deliverables to evolve the firm's program. . The individual will work closely with the Vendor Management, Compliance, Information Security, Privacy, Technology, Resiliency, Legal, among other key stakeholders across the firm.
RESPONSIBLITIES
* Design, build, and continuously iterate the TPRM framework and program to ensure it evolves with the company's needs and industry best practices
* Identify, assess, and support risk mitigation strategies associated with third-party relationships, ensuring compliance with regulatory standards, and supporting business objectives through effective risk management practices
* Ensure appropriate risk mitigation strategies are implemented, including conducting due diligence, risk assessment, and on-going monitoring of third parties
* Support the day-to-day operations of the TPRM function while driving strategic initiatives to enhance the program's effectiveness
* Collaborate and partner across the firm with various stakeholders across the vendor lifecycle including but not limited to sourcing, procurement, vendor management, compliance, information security, and legal
* Interface with business and key stakeholders to assess and monitor the firm's vendor inventory
* Develop and maintain risk metrics and dashboards to provide clear, actionable insights into third-party risk exposure
* Drive automation of TPRM processes and reporting to enhance efficiency and accuracy
* Develop and maintain procedural documentation to assist in standardizing the global vendor processes
* Conduct quality review of responses obtained on various onboarding and risk diligence forms
* Develop and conduct training sessions and awareness programs for internal stakeholders on third-party risk management practices and protocols
QUALIFICATIONS
* 4-7 years of experience in TPRM, vendor management, supply chain, procurement, and/or a risk related function
* Work experience at a global company, engaging with individuals in different positions, across all levels
* Proficiency in developing and managing IRQ and DDQ within TPRM platforms and familiarity with risk management software and vendor management tools
* Demonstrated experience in leading and managing complex projects, with a track record of successfully implementing risk management frameworks and processes
* Bachelor's degree in Business, Economics, Finance, Business Analytics, Management, or significant experience and understanding of risk management or the supply chain processes
CRITICAL COMPETENCIES FOR SUCCESS
* A proactive approach with a strong bias for taking action and driving results
* High analytical acumen along with a solid business sense that guides ROI-based prioritization and decisions
* Strong understanding of Third-Party Risk Management processes, frameworks and best practices
* Exceptional oral and written communication skills
* Ability to effectively interface with people at all levels, globally
* Excellent PowerPoint & Excel skills; SQL or technical skills are a plus
* A curious nature with a passion for innovation and continuous improvement
* Proven ability to manage multiple demands and projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
* Maturity, presence, sound judgment, and ability to form and express opinions effectively
* Strong relationship development skills, including over the phone with global teams and with individuals of whom work is being requested
#LI-ONSITE
This is the expected annual base salary range for this New York-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
$130,000 - $180,000 USD
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
$130,000 - $180,000 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.
Real Estate Credit - Office of the COO, Associate/ Principal
KKR & Co. Inc. Job In New York, NY
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 Real Estate Credit
KKR Real Estate Credit was formed in 2015 to invest in real estate credit products and complement KKR Real Estate's private equity platforms in the U.S. and Western Europe. KKR Real Estate Credit is an integrated real estate credit business that invests in loans and securities across the risk spectrum, from core through opportunistic. KKR Real Estate Credit has approximately $42 billion of AUM as of December 31, 2024, and invests primarily through six main pools of capital.
KKR has developed a dedicated investment services platform, K-Star Asset Management LLC ("K-Star"), to support asset management, loan origination and underwriting, securities investing, risk management, and client experience for KKR Real Estate Credit as it continues to scale. The K-Star team includes industry specialists in special servicing, asset management, due diligence, and loan closing, among other functional areas.
KKR Real Estate Credit's investment philosophy begins with the broader investment approach that KKR has employed for four decades. KKR is a long-term fundamental investor focused on value creation and producing attractive risk-adjusted returns. Within KKR Real Estate Credit, we seek opportunities where we have a sourcing, underwriting or execution advantage by leveraging KKR's brand, industry knowledge and relationships. Our experienced team is complemented by a deep bench of investment professionals in KKR's private equity, real assets, credit and capital markets businesses, among others, that allow us to employ a differentiated approach to investing.
POSITION SUMMARY
KKR Real Estate Credit is seeking to hire a senior professional to join the Office of the COO to help drive continued growth and scaling of the business.
RESPONSIBILITIES
Work across the department in a variety of core capacities, including:
Portfolio Management
* Streamline and lead fund liquidity management, stand up a portfolio management function for debt fund strategy, build out and manage asset optimization and risk management across all segments of portfolio construction
Supporting KREF, our publicly listed mortgage REIT
* Manage preparation for quarterly board meetings and earnings calls
* Ensure preparation of regular financial reporting in partnership with Finance team
* Execute on strategic growth initiatives to broaden the ownership base
Capital Markets / Financing
* Coordinate with finance teams and KCM to optimize and manage facilities to match scale and needs of multiple capital sources; maintain and grow counterparty relationships to drive best in class financing and develop syndication strategies
Technology
* Work with KKR Products team to accelerate delivery of critical tools, prioritizing business needs accordingly
* Devise solutions to improve efficiency across data and risk management, and increase reporting capabilities. Partner with engineering team in the implementation of such solutions
Broader Platform-Wide and Operational initiatives
* Overall responsibility for helping to oversee critical aspects of the business unit's operations
* Interface as well as build meaningful partnerships with both investing and non-investing KKR functional teams and key stakeholders (asset management, client solutions, investor relations, finance, technology, compliance) that work in support of the RE
* Credit business to help enable the success of the platform
* Serve as a thought partner and collaborator to the existing RE Credit leadership team
QUALIFICATIONS
* 5-10 years of relevant work experience, preferably in commercial real estate, equity investment, or the financial services industry
* Superior analytic and financial modeling skills
* Exceptional organization and communication skills; including oral, written, presenting, and listening capabilities
* Understanding of programming and technology solutions and depth of understanding of key performance metrics
* Strong fundamental knowledge of commercial real estate, fixed income, and general financial concepts
* Team player with desire to contribute to a collaborative and constructive work environment
* Ability to multi-task, prioritize, and work both independently and within teams
* Entrepreneurial, resourceful, self-starter; demonstrates hustle and drive
* Ability to build consensus and influence organizational change
* Possesses intellectual curiosity and a desire to continuously expand knowledge base
* Highest level of integrity and professionalism
#LI-DNI
This is the expected annual base salary range for this New York-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 - $195,000 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 Solutions Investing Analyst/ Associate
KKR & Co. Inc. Job In New York, NY
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 Solutions allows the firm to offer a holistic solutions-oriented relationship to our most strategic clients (as opposed to one focused on selling individual products). The team's goal is to provide clients with a seamless entrance into KKR focused on multi-asset class exposures (including Private Equity, Real Assets and Credit) where we can help solve problems, especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth/HNW, Sovereign, and Pension clients.
KKR Solutions works closely with the full firm to expand our relationships with clients, including Global Client Solutions resources, various investment teams, and specialists focused on macro-economics and insurance. The Solutions team is designed to deliver a more customized return and investment objective experience and accelerate capital formation across KKR through differentiated asset allocation insights, enhanced approaches to portfolio construction, and original intellectual content. The team is tight-knit and lean, providing junior team members robust access to senior executives/investment professionals, as well as a meritocratic and entrepreneurial culture.
POSITION SUMMARY
KKR is seeking a talented and dedicated investment professional, at the Analyst or Associate level, to join its Solutions group. KKR Solutions was formed in response to clients seeking a smarter way to address the Alternatives asset class. The group often works as an "extension-of-staff" that tailors solutions to select clients' investment objectives. KKR Solutions offers full-suite Private Equity solutions, including primary funds, co-investments and secondaries through external manager and KKR investments. The group also offers multi-asset solutions across Private Markets more broadly, including Real Assets, Credit and Reinsurance.
By leveraging KKR's global platform to help source and evaluate opportunities, KKR Solutions is well-positioned to access differentiated deal flow and drive better asset selection decisions than its peers. Access to high-quality managers and an innovative structure versus traditional Fund-of-Funds has driven KKR Solutions' strong performance since inception (nearly 15 years). KKR Solutions has experienced tremendous growth in recent years and this positive trajectory is expected to continue.
Strategic, commercial and collaborative, this team member will work alongside a lean, entrepreneurial team to source, evaluate, recommend, and monitor private equity investments across buyout, growth/venture capital, distressed and other areas, through a combination of internally and externally managed funds, as well as co-investments and secondaries. This position is based in New York.
RESPONSIBILITIES
* Conducting thorough due diligence on the most compelling prospective opportunities including analysis of investment strategy, process, organization, realized and unrealized portfolio positions, and performance
* Sourcing and maintaining a pipeline of talented fund managers in the target markets
* Sourcing co-investment and secondary opportunities among GP network and conducting due diligence on such opportunities
* Conducting industry research and staying current on investment trends, communicating proactively with colleagues and building and maintaining a network within the manager community
* Performing detailed analytics across asset classes to help inform portfolio construction processes and portfolio reviews
* Working in conjunction with other investment team members to make investment recommendations on prospective and current investment manager allocations
* Rigorously reviewing and monitoring the performance of managers; making recommendations for follow-on investments and managing updates/reporting on the existing portfolio
* Providing general support to the client service/business development teams
* Attending annual meetings and advisory board meetings as needed
IDEAL EXPERIENCE
* 1-3 years of experience in the financial services industry, likely in securities analysis and/or investment banking
* Technical proficiency with Microsoft Excel and PowerPoint, including a finance/accounting skill set
* Strong academic credentials from a respected institution
CRITICAL COMPETENCIES FOR SUCCESS
* Strong analytical and quantitative skills
* Collaborative and active contributor with a "roll-up-your-sleeves" attitude
* Superior communication and presentation skills (written and oral) coupled with the requisite level of gravitas to effectively communicate complex ideas at a high level
* Maturity and sound judgment, exhibiting an ability to thrive in cross-functional and cross-business unit settings
* Proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
* High level of intellectual curiosity, accountability and drive; self-motivated with the ability to work autonomously
* Ability to develop and maintain a network with the outside investment community to expand the firm's knowledge
* Able to manage highly sensitive, confidential information with complete discretion
This is the expected annual base salary range for this New York-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
$130,000 - $150,000 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.
Asset & Wealth Management, External Investing Group (XIG), Infrastructure Secondaries, Vice President - New York
New York Job
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.
ASSET & WEALTH MANAGEMENT OVERVIEW
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
BUSINESS OVERVIEW
The Vintage Platform is Goldman Sachs Asset Management's dedicated secondary investing platform that sits within the External Investing Group. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general partner fund managers, represent a flagship of Goldman Sachs' alternatives franchise, with leadership in the secondaries space since 1998. Since inception, the Vintage Funds have raised nine globally diversified secondary funds and four strategy-specific vehicles, including for infrastructure secondaries, and have invested over $75 billion across more than 700 secondary transactions. The Vintage Infrastructure secondaries team is currently investing Vintage Infrastructure Partners Fund I, a $1 billion dedicated infrastructure secondaries fund. The team operates primarily from offices in New York, London, Hong Kong, Singapore, Salt Lake City, San Francisco and West Palm Beach.
RESPONSIBILITIES AND QUALIFICATIONS
RESPONSIBILITIES
Source, lead and conduct due diligence to evaluate infrastructure secondary transactions across both traditional (e.g. limited partner (LP) secondaries) and non-traditional (e.g. continuation funds and preferred equity/structured solutions) secondaries, with a focus on fundamental asset-level valuation within diversified infrastructure portfolios across a broad range of infrastructure deal types and sectors
Drive investment committee materials and present investment opportunities to the Investment Committee through written and oral presentations, and conduct thoughtful follow-up analysis
Drive infrastructure secondary vertical scale through team development, pipeline management and leveraging technology analytics
Coordinate the execution and closing of investments, including working closely with internal (e.g. internal counsel, closing teams, compliance, risk and liquidity management) and external parties (e.g. infrastructure managers, external counsel)
Monitor the performance and risk profile of existing portfolio investments
QUALIFICATIONS
Minimum of 5 years of experience in Infrastructure Secondaries, Infrastructure Investment Banking, or Direct Infrastructure Investing
Candidates with 3 years of experience may be considered for the Associate level
Excellent investment judgment and outstanding numerical, analytical and valuation skills for the purpose of assessing investment opportunities
Strong presentation, communication and negotiation skills enabling the candidate to make robust recommendations to the Investment Committee and interact effectively with third parties
Excellent time, people and project management skills
Ability to work effectively as part of a team
Salary Range
The expected base salary for this New York, New York, United States-based position is $125000-$290000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Global Macro & Asset Allocation Content Associate
KKR & Co. Inc. Job In New York, NY
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.
COMPANY OVERVIEW
KKR & Co. Inc., together with its subsidiaries, is a leading global investment firm that offers alternative asset management and 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 The Global Atlantic Financial Group. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR's website at ************
TEAM OVERVIEW
The KKR Global Macro & Asset Allocation team partners with KKR investment teams and senior management to develop views on economic growth, secular trends, relative value, and investment themes to help advise the firm and our clients on macroeconomics and asset allocation. The team produces content for internal and external constituents to drive better investing outcomes both internally and externally. Our content is product agnostic and focused on providing guidance and solutions for macroeconomic and geopolitical complexity.
The broader Global Macro, Balance Sheet & Risk organization analyzes global economic and market developments, and their implications for KKR's investment process across strategies and geographies. They provide portfolio construction and asset allocation advice as well as hedging solutions for our public and private side funds and oversee KKR's $30 billion Balance Sheet.
POSITION SUMMARY
KKR is seeking a talented Associate or Principal to join its GMAA team, with a focus on content creation (60%) and macroeconomic analysis (40%).
RESPONSIBILITIES
The primary responsibilities are as follows:
* Conducting quantitative and fundamental economic and markets research, focused on helping inform KKR's firmwide investing efforts through the cycle
* Developing research on industry trends, with a special focus on private markets (including PE, Infrastructure, Real Estate, and Credit)
* Synthesizing findings into research summaries, reports, and presentations.
* Presenting findings to external and internal stakeholders.
QUALIFICATIONS
* 2-5 years' experience at a buyside manager, investment bank, consulting firm, or other similar institution.
* Proven experience conducting thematic and quantitative economic and/or market strategy research
* Outstanding quantitative and analytical skills including building multivariate models and producing forecasts.
* Exceptional presentation and communication skills, both oral and written, to synthesize findings into presentations, summaries, and reports to generate optimal portfolios.
* Excellent relationship management and interpersonal skills to collaborate with cross divisional teams and senior management.
* Excellent project management skills with the ability to handle multiple projects with competing deadlines while maintaining keen attention to detail.
* Team player mentality with a positive attitude and the desire to learn.
* Preference for academic background in finance, economics, mathematics, or statistics.
SALARY RANGE
It is expected that the base annual salary range for this New York position will be $150,000 to $225,000. 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.
#LI-DNI
This is the expected annual base salary range for this New York-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 - $225,000 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.
Global Banking & Markets, SPG Trading, Associate - New York
New York Job
About the Role: We are seeking a highly skilled and motivated Systematic SPG Trader to join our trading team. The ideal candidate will be responsible for developing, testing, and executing systematic trading strategies focused on various synthetic products (futures, forwards, swaps, options) and also develop data analytics suits. This is an excellent opportunity for a quantitative professional with a passion for financial markets and algorithmic trading.
Key Responsibilities:
Strategy Development: Design, develop, and implement algorithmic trading strategies.
Data Analysis & Modeling: Utilize historical and real-time market data to identify inefficiencies and create predictive models that inform trading decisions.
Backtesting & Optimization: Conduct rigorous backtesting of trading strategies to ensure robustness and optimize for risk-adjusted returns.
Execution: Manage and execute trades through automated systems, ensuring minimal slippage, transaction costs, and market impact.
Risk Management: Monitor and manage trading risks, including market risk, liquidity risk, and operational risk, ensuring compliance with risk guidelines and limits.
Performance Analysis: Track and analyze the performance of strategies, identify areas for improvement, and implement iterative changes to enhance profitability and performance.
Collaboration: Work closely with strategists, data scientists, and other traders to refine strategies and improve performance.
Technology Integration: Leverage advanced tools and platforms for data analysis, strategy development, and execution (e.g., Java, Scala, Python, SQL, MATLAB, etc.).
Requirements:
Education: Bachelor's degree in Finance, Economics, Engineering, Computer Science, Mathematics, or a related field.
Technical Skills: Proficiency in programming languages such as Python, C++, Java, or similar, along with experience in financial modeling, data analysis, and backtesting.
Quantitative Skills: Strong background in statistics, econometrics, or machine learning techniques, with the ability to apply them to trading strategies.
Problem-Solving: Strong analytical and problem-solving skills with a keen ability to think critically and adapt to evolving market conditions.
Communication: Strong verbal and written communication skills for collaborating across teams and presenting findings to stakeholders.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this New York, New York, United States-based position is $150000-$225000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
Corporate Derivatives - Equities Solutions Trader
New York, NY Job
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
* Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
* Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
* Conducting research on stocks / companies in order to evaluate risks and make trading decisions
* Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
* Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
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.
Expected base pay rates will be between $200,000 and $250,000 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).
Principal Platform Engineer
KKR & Co. Inc. Job In New York, NY
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 by evolving the firm's technology to platform-based capabilities that drive agility and high impact to the business.
POSITION SUMMARY
KKR is seeking a Principal Platform Engineer to serve as a hands-on technical leader within our high-performing Platform Engineering team. This individual will be central to enabling our public cloud strategy, advancing our DevOps culture, and driving the adoption of opinionated, microservices-based architecture for applications across the firm.
This role is for a forward-thinking expert focused on building the platforms and tools that increase developer efficiency and velocity. As a technical thought leader, you will partner with a global team to evolve the firm's technology to a modern, platform-based model, driving significant agility and business impact.
RESPONSIBILITIES
* Platform Strategy & Architecture: Design and build the foundational cloud-native platforms for the firm. Develop a strategic roadmap for CI/CD, container orchestration, and Infrastructure as Code (IaC) that enables developer self-service and operational excellence.
* Developer Enablement & Efficiency: Champion developer efficiency by creating paved roads, reusable components, and abstracted services. Build and maintain the tools, frameworks, and automated pipelines that accelerate the software development lifecycle.
* Innovation & Thought Leadership: Act as a subject matter expert on modern platform engineering. Research, prototype, and implement next-generation technologies in areas like service mesh, observability, and cloud-native security.
* Technical Mentorship & Evangelism: Provide expert guidance and mentorship to platform and application engineers. Evangelize DevOps principles and platform-based development practices throughout the technology organization.
* Cross-Functional Partnership: Collaborate closely with application development, cybersecurity, and infrastructure teams to ensure the platform meets their evolving needs and enables them to deliver value quickly and securely.
* Complex Problem Solving: Serve as a key escalation point for complex technical challenges related to distributed systems, cloud services, and application deployment pipelines.
QUALIFICATIONS
* Bachelor's degree in computer science, Engineering, or a related field; an advanced degree is desirable.
* 12+ years of hands-on experience in platform engineering, DevOps, or software engineering with a focus on building and operating platforms at scale.
* Expert-level, hands-on expertise with public cloud platforms (AWS, Azure) and container orchestration technologies (Kubernetes, Docker).
* Deep experience with Infrastructure as Code (e.g., Terraform) and CI/CD tools (e.g., GitHub/GitLab CI, Jenkins).
* Strong programming skills in languages such as Java and Python, and experience with scripting for automation.
* Proven understanding of microservices architectures, service mesh (e.g., Istio), API gateways, and modern observability practices.
* Track record of leading the design and implementation of platforms and tools that measurably improve developer velocity and efficiency.
* Exceptional communication skills, capable of articulating complex technical strategy to engineers and senior leadership.
#LI-ONSITE
This is the expected annual base salary range for this New York-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.
Firmwide Artificial Intelligence Talent Portal
New York, NY Job
Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us!
Firmwide AI Overview
The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company.
Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives.
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 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
Required Experience for our Associate roles: 3 years
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.
Required Experience for Director roles: 4-6 years
Expected base pay rates for the role will be between $90,000 and $155,000 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).
Product Manager - Deal Management
KKR & Co. Inc. Job In New York, NY
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 Investment Lifecycle Product team, part of KKR's Technology organization, develops technology solutions for KKR investment teams with the objective to deliver exceptional experiences, enable firm growth, and mitigate firm risks. It collaborates closely with the Investment teams and other Technology teams, as well as Compliance, Enterprise Risk, Finance, Internal Audit, Legal, and Marketing.
POSITION SUMMARY
We are seeking a Product Manager - Deal Management to lead the product strategy, roadmap, and development of platforms that support KKR's global investment deal lifecycle. This role requires deep experience in Salesforce, pipeline management, and CRM optimization, as well as a proven ability to lead high-performing product teams.
The successful candidate will manage a team of product managers and business analysts, driving team alignment, execution discipline, and career development. This is a highly cross-functional role that blends strategic thinking, user empathy, technical depth, and operational rigor.
RESPONSIBILITIES
* Product Strategy & Roadmap Development
* Define and execute a multi-year product roadmap for global deal and pipeline management systems. Align initiatives with KKR's investment lifecycle, focusing on scalability, automation, data integrity, and compliance.
* Team Leadership & Development
* Build, mentor, and lead a team of product managers, business analysts, and cross-functional contributors. Provide clear guidance, foster career growth, and ensure high performance and alignment with broader organizational goals.
* Salesforce-Centric Platform Ownership
* Oversee the development and enhancement of Salesforce-based workflows, custom objects, dashboards, and integrations. Ensure consistency in architecture, user experience, and data structure across regions and asset classes.
* Pipeline Management Excellence
* Design robust, standardized frameworks for pipeline visibility and management across investment strategies. Champion adoption of consistent deal tracking, stage gating, and performance reporting practices across the firm.
* Cross-Functional Collaboration
* Serve as the strategic partner to Investment Teams, Legal, Compliance, Operations, Risk, and Engineering. Facilitate alignment across diverse stakeholder groups while advocating for user-centric design and scalable systems.
* Advanced Analytics & Reporting
* Partner with other teams to build intuitive dashboards and reporting tools. Deliver actionable insights related to deal flow, pipeline health, investment velocity, and strategic allocation.
* Governance & Change Management
* Establish platform governance processes. Drive change management efforts, including training, release communication, and stakeholder support to ensure adoption and effective use of new features.
* Vendor & Integration Strategy
* Evaluate and manage third-party platforms and integrations. Make informed buy vs. build decisions and oversee vendor relationships to ensure delivery of high-quality, compliant solutions.
QUALIFICATIONS
* Leadership Experience
* 10+ years of experience in product management, with at least 3 years in a people management or team leadership capacity. Proven ability to recruit, coach, and scale high-performing product teams in a fast-paced, matrixed environment.
* Salesforce Expertise
* Demonstrated experience leading Salesforce-centric initiatives with strong knowledge of custom development, object design, permissions, reporting, and workflow automation.
* Pipeline Management Fluency
* Deep understanding of the end-to-end investment pipeline, including sourcing, stage gating, and performance analysis. Ability to design tools that improve forecasting, collaboration, and visibility.
* Strategic Product Thinking
* Strong track record of defining and delivering impactful product strategies. Experience balancing long-term vision with near-term execution in complex enterprise environments.
* Cross-Functional Influence
* Exceptional communication and stakeholder management skills. Ability to bridge technical and business conversations and drive alignment across global teams.
* Analytical & Data-Oriented
* Adept at defining metrics, monitoring KPIs, and using data to inform prioritization and product decisions. Experience building tools that support reporting, compliance, and risk mitigation.
* Platform and Technical Acumen
* Familiarity with enterprise system architecture, APIs, and integration frameworks. Comfort working alongside engineers to define scalable, secure technical solutions.
#LI-ONSITE
This is the expected annual base salary range for this New York-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.
Credit Solutions Group Analyst/ Associate
KKR & Co. Inc. Job In New York, NY
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 Credit Solutions Group sits within the firm's Credit & Markets umbrella. It uniquely combines corporate private credit and capital markets capabilities to provide tailored debt financing solutions to medium and large-sized companies across a variety of industries. The team has access to multiple pools of capital, totaling $110bn of assets under management within the private credit strategy, which provides ample flexibility to invest across the debt capital structure, ranging from senior secured loans to junior, mezzanine and preferred equity solutions. The team is involved through all stages of the investment process, including preliminary diligence efforts, creation of committee materials, financial modeling, internal processes and more, and the group has a strong track record in lending to upper middle market companies. KKR's Credit Solutions Group also works closely with the KKR Capital Markets team, sharing ideas and resources that allow deal teams to take a holistic view and provide optimal financing solutions across both public and private markets.
POSITION SUMMARY
KKR is looking for an Analyst/Associate to join the Credit Solutions Group and work closely with sponsors to source and underwrite private credit investment opportunities.
Opportunity highlights include:
* Flat and lean team, less than 30 investment professionals based primarily in New York, which provides strong exposure to senior team members
* PE-style diligence with high level of deal velocity across a large breadth of industries and types of investments as compared to other Associate roles
* Completed ~300 global direct lending transactions since inception in 2005
* Upon completion of investments, deal teams continue to work closely with sponsors to monitor company performance and evaluate add-on transactions
* Commingled direct lending and private opportunistic credit investment vehicles, as well as a robust capital markets team, allow for great degree of flexibility
* Differentiated ownership of workstreams at the Analyst / Associate level with limited oversight. Opportunity to "think like an investor."
QUALIFICATIONS
The ideal candidate will have 1-4 years of full-time work experience in investment banking, credit, lending, or other relevant buyside roles. The team will consider candidates from a variety of groups, but Leveraged Finance, Financial Sponsors or Restructuring exposure would be beneficial.
CRITICAL COMPETENCIES FOR SUCCESS
* Technical skills with an ability to demonstrate good investment instincts, analytical capabilities, and finance, accounting and modeling skills
* Demonstrated capabilities with financial reporting, creation of investor materials, and analyzing performance trends and KPIs
* Motivated self-starter with proven ability to manage multiple demands and projects with competing deadlines while maintaining attention to detail
* Outstanding communication and interpersonal skills for developing relationships with trust and integrity
* Team player that enjoys working in a collaborative and collegial environment with high intellectual curiosity and desire to learn
* Experience in a dynamic, fast-paced and pressurized environment
This is the expected annual base salary range for this New York-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
$130,000 - $150,000 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.
Asset Recovery Specialist, AVP
Harrison, NY Job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Job Description
Recruit Asset Recovery (RAR) is part of the Retention, Recovery and Retirement department at Morgan Stanley Wealth Management. The organization's responsibility is to support Wealth Managements strategic objectives by providing ongoing improvements to the onboarding process for clients of Financial Advisor Recruits. The Specialist is responsible for assisting the field in developing and implementing an onboarding strategy for a newly hired Financial Advisor/team's book of business. The Specialist reports directly to the RAR Team Lead.
Position Responsibilities
* Engage with field management and recruits prior to start date to ensure clear communication of processes and expectations.
* Key liaison for field personnel regarding policy & procedures, training efforts and the communication of strategic initiatives to recover assets.
* Owner of business initiatives within a small, focused team environment.
* Develop and implement enterprise-wide solutions to assist Field Management in Financial Advisor client onboarding.
* Identify, create, interpret, and relay transition metrics to the recruit team and field management.
* Assist with client onboarding, including new account opening, initial digital engagement and the suite of Modern Wealth Management Tools.
* Maintain ongoing communication with Branch Management/FA Recruit/Team and corporate partners to ensure a seamless client experience.
* Assist in client due diligence to provide proactive problem solving and resolutions.
* Coordination across product units to ensure expeditious processing of documents and asset recovery.
* Perform other duties and special projects as assigned.
Qualifications
* Minimum of 5 years of Wealth Management experience.
* BA degree, SIE, Series 7, 66 required.
* Strong written and verbal communication skills.
* Demonstrated ability to lead and influence others over whom you have no direct management responsibilities.
* Demonstrated ability to prioritize and manage multiple projects, manage expectations and complete deliverables in a timely manner with exceptional attention to detail.
* Strong organizational, project management and analytical skills.
* Self-motivated and able to work in a strong team and high activity environment.
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).
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 $85,000 and $135,000 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).
Associate, Technology Audit
New York, NY Job
Morgan Stanley Services Group, Inc. seeks an Associate, Technology Audit in New York, NY Provide technology audit coverage in integrated audits through risk assessments, audit planning, testing, reporting, and issue closure verification. Develop an understanding of the areas reviewed and the technology that supports them. Build effective relationships with stakeholders. Participate in business management and audit team meetings to gain an understanding of the business units under review (e.g., policies and procedures, roles and responsibilities, systems, processes, risks and controls). Participate in audit planning and scoping, and assist in documenting audit planning materials and walkthrough narratives or process flows. Assist in identifying key controls, creating the process, risk and control (PRC) matrix, and uploading documentation to the audit workflow tool. Create and execute control tests and clearly document test results as part of fieldwork. Present and communicate issues to senior management within Internal Audit and the business as part of reporting.
Salary: Expected base pay rates for the role will be between $147,000 and $147,000 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.
Requirements:
Requires a Master's degree in Business Intelligence and Analytics, Information Technology, or a related field of study and one (1) year of experience in the position offered or one (1) year as an Analyst, or a closely related occupation. Requires one (1) year of experience with: Conducting audits and assurance activities to identify control gaps and risks; Creating and executing control tests for applications and system infrastructure; Data visualization using tools including Microsoft Visio and Tableau; Auditing applications, interfaces, system infrastructure, data processing, and computer general controls of distributed and mainframe environments; Assessing the design and operating effectiveness of internal controls within IT systems to ensure data integrity and security; Collaborating with cross-functional teams to deliver actionable recommendations; Planning, executing, and overseeing IT audit projects, ensuring timely completion, and adherence to objectives; Documenting audit findings and communicating identified issues to stakeholders; IT platforms, software, and tools including Snowflake and JIRA; Performing IT tests including Disaster Recovery, Access management, and Capacity management; SQL for data manipulation and analytics; Delivering risk assessments and data-driven insights to internal and external stakeholders; Using Excel for data analysis and reporting including Pivot Tables, Solver Add-in, VLOOKUP, and advanced formulas and automation using Macros and VBA.
Qualified Applicants:
To apply, visit us at ******************************************************* and enter JR014951 in the search field. No calls please. EOE
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.
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).
Model Risk - FRTB Validation: Associate
New York, NY Job
Morgan Stanley Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
The talent and passion of our people is critical to our continued success as a firm. Together, we share four core values rooted in integrity, excellence and strong team ethic:
* Putting Clients First
* Doing the Right Thing
* Leading with Exceptional Ideas
* Giving Back
* Committing to Diversity and Inclusion
Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.
Firm Risk Management
Firm Risk Management (FRM) enables Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks.
You will collaborate with colleagues across FRM and the Firm to protect the Firm's capital base and franchise, advise businesses and clients on risk mitigating strategies, develop tools and methodologies to analyze and monitor risk, contribute to key regulatory initiatives and report on risk exposures and metrics to enable informed and strategic decision-making. Through thoughtful analysis and clear communication, we are best able to bring our ideas to the table and improve the Firm.
Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees.
Firm Risk Management's unique franchise promotes:
* Flat, flexible and integrated global organization
* Collaboration and teamwork
* Credible, independent decision-making
* Organizational influence
* Creative and practical solutions
* Meritocratic and diverse culture
Background on the Position:
This role will reside within Firm Risk Management's Model Risk Management team responsible for the Firm's management of model risks related to the implementation and use of valuation, risk, and stress testing models and tools. This position requires strong risk management mindset, proven subject matter expertise in financial crime regulatory requirements and model validation, and excellent technical, leadership, and organizational skills.
Primary Responsibilities:
* Conduct Model Validation activities for market risk models (FRTB) by challenging model assumptions, mathematical formulation, and implementation.
* Conduct independent testing to assess model accuracy and robustness under different scenarios and market conditions, including, where appropriate the evaluation of developer documentation and testing.
* Assess and quantify model risks due to model limitations and develop compensating controls.
* Develop and apply high-quality validation standards by conducting independent testing to assess model accuracy and robustness under different market conditions.
* Collaborate with Global MRM teams, Global Risk Analytics teams, Model Control Officers and Risk Managers to manage model risk across the model lifecycle.
* Participate in developing effective relationships with the internal/external auditors by providing accurate and timely submissions.
Required Experience:
* Masters or Ph.D. degree (or equivalent) in Finance, Economics, Mathematics, Physics, Engineering, or a related quantitative field
* In-depth knowledge of mathematical finance, derivative pricing, and numerical techniques
* Relevant working experience of 3+ years, ideally in VaR/ FRTB/Derivatives asset pricing or related quantitative fields
* Strong skills in communication both written and verbally, Critical Thinking, Problem Solving and Collaboration
* Proficiency in Python and database query languages
* An interest in working in a fast-paced environment, often balancing multiple high priority deliverables.
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 $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).
Director, Infrastructure Engineer
KKR & Co. Inc. Job In New York, NY
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 Director, Infrastructure Engineer to provide strategic and operational leadership for the firm's core technology infrastructure. This executive will have Global responsibility for managing Network, Compute, Storage, all Productivity Software, and Desktop Computing across the firm.
Leading a global team of over 50 engineers, this individual will be responsible for the architecture, engineering, and operational excellence of KKR's foundational technology. The ideal candidate will be a forward-thinking leader with a proven track record of managing large-scale, mission-critical infrastructure environments and fostering a culture of innovation, security, and service delivery.
RESPONSIBILITIES
* Global Infrastructure Strategy: Develop and execute a comprehensive, forward-looking strategy for the firm's global network, compute, and storage infrastructure, ensuring alignment with business objectives and driving technology modernization.
* Team Leadership & Development: Lead, mentor, and develop a high-performing global infrastructure team of 50+ engineers. Foster a culture of accountability, collaboration, and continuous improvement.
* Operational Excellence: Ensure the reliability, scalability, and security of all infrastructure services. Implement and manage robust monitoring, incident management, and disaster recovery processes to maintain high levels of availability and performance.
* Productivity & End-User Computing: Oversee the strategy and management of all enterprise productivity software (e.g., Microsoft 365) and the end-user computing experience, ensuring employees have secure and efficient tools.
* Cloud Transformation: Partner with technology leadership to advance the firm's cloud adoption strategy, managing on-premises data centers while engineering scalable, cloud-native infrastructure services.
* Vendor and Budget Management: Manage the multi-million-dollar infrastructure budget, optimizing for cost-effectiveness and return on investment. Lead strategic vendor negotiations and manage key partner relationships.
* Stakeholder Partnership: Serve as a trusted advisor to business and technology leaders, providing expertise on infrastructure capabilities, risks, and opportunities.
QUALIFICATIONS
* Bachelor's degree in computer science, Engineering, or a related field; an advanced degree is preferred.
* 15+ years of experience in information technology, with at least 7-10 years in a senior leadership role managing enterprise-scale, global infrastructure.
* Deep technical expertise across core infrastructure domains: networking, server and storage systems, virtualization, and data center management.
* Demonstrated experience leading a large, globally distributed engineering team (50+).
* Proven success in developing and executing cloud migration and hybrid-cloud strategies (AWS, Azure).
* Strong financial acumen with experience managing significant operational and capital budgets.
* Excellent leadership, communication, and interpersonal skills, with the ability to influence and align stakeholders at all levels.
* A strategic mindset with a commitment to operational excellence and delivering a superior end-user experience.
#LI-ONSITE
This is the expected annual base salary range for this New York-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
$235,000 - $275,000 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.
Program Analyst, Portfolio Optimization & Construction
KKR & Co. Inc. Job In New York, NY
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.
Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).
The successful candidate for this role will focus on portfolio construction initiatives across KKR's Insurance portfolios, along with asset allocation for KKR's Insurance business internally and externally. The successful candidate will be tasked with contributing to and developing proprietary models, including ALM and relative value frameworks. Much of the work will focus on alternative asset classes for which there are few common industry-level standards, which will require outside-the-box creativity. Furthermore, the person in this role will need to possess excellent technical skills and attention to detail, given the large allocation/investment decisions driven by the team's analysis. Finally, in this high visibility role, the successful candidate will interact frequently with KKR senior management and will therefore be expected to synthesize information clearly. In general, the successful candidate must be highly technical, while also being collaborative as a member of this high-performance team. This position is based in New York.
RESPONSIBILITIES
* Help prepare portfolio construction and allocation recommendations for Insurance products for Portfolio Management Committees across the Americas, Europe and Asia
* Provide support on fund modeling to understand drivers of historical and projected performance, risk exposures and economic sensitivities
* Monitor portfolios closely and assist with portfolio analytics using quantitative and qualitative approaches, coordinating closely with deal teams, client partners group, operations, and finance colleagues while ensuring data integrity
* Demonstrate working knowledge of financial markets ideally in Alternatives or Fixed Income, and assist with tracking the latest market development and providing updates / actionable recommendations to Portfolio Managers
* Help manage and enhance quantitative asset allocation models for KKR's various Insurance multi-asset portfolios
* Think creatively about solutions to structure multi-fund investments and be able to simulate scenarios and explain outcomes
* Maintain and continue to improve upon customized models tailored to the firm's investment process and risk framework; work closely with dedicated IT resources to automate and institutionalize these models
* Serve as a quantitative resource for the larger firm, evaluating existing resources and recommending improvements in models and technology
QUALIFICATIONS
* Bachelor's degree with outstanding academic record and 1+ year of relevant professional experience
* Strong background in both Excel and PowerPoint and familiarity with programming languages and quantitative concepts
* Interest in financial markets, portfolio construction, and asset management; knowledge of insurance company-specific investment considerations a plus
* Previous experience in working with financial or numerical datasets
* Energetic, inquisitive and an initiative to take on high impact projects that cover new ground for the team and the company
* Highly professional and team oriented; organized with acute attention to detail
* Strong balance of technical and communication skills
* Progress towards CFA designation a plus
This is the expected annual base salary range for this New York-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.
Director, Business Management
New York, NY Job
Morgan Stanley Services Group, Inc. seeks a Director, Business Management in New York, NY Manage annual budgeting and quarterly forecast. Present monthly financial reporting and variance analysis to senior management. Execute workforce strategy and ensure resources are well invested in support to regulatory requirement and business growth. Track strategic deliverables and conduct in-depth analysis to enable senior management decision. Provide effective senior stakeholder engagement to influence and drive change.
Salary: Expected base pay rates for the role will be between $125,000 and $135,000 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.
Requirements:
Requires a Bachelor's degree in Finance, Accounting, or a related field of study and five (5) years of experience in the position offered or five (5) years as an Analyst, Associate, Director, or a closely related occupation. Requires five (5) years of experience with: managing annual budget and quarterly forecast; preparing accurate headcount and financial modeling; analyzing financial data, conducting variance analysis, and deriving insights from data; preparing expense and headcount reports; communicating variance, providing insights, supporting data-driven decision making, and making recommendations to stakeholders; executing internal projects to streamline reporting and provide transparency; analyzing problems, identifying gaps, and providing explanations; identifying financial goals, and developing long-term resourcing and cost saving plans to achieve financial goals; risk management including evaluating financial risks and identify opportunities to mitigate risks; financial statement, ratios, and how they reflect the financial position of a company; financial services industry and financial regulations including GAAP; using Excel for data analysis and modeling; using PowerPoint to produce presentations for senior management; and data analysis and visualization.
Qualified Applicants:
To apply, visit us at ******************************************************* and enter JR014952 in the search field. No calls please. EOE
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.
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).
Fund Financing Associate
KKR & Co. Inc. Job In New York, NY
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 Derivatives & Liability Management team is part of a broader group at KKR called Global Macro and Asset Allocation (GMAA). The team is responsible for the negotiation, structuring, execution, and management of all risk management derivatives hedging and financing solutions. The Derivatives team covers FX, interest rates, and equity derivatives, while the Liability Management team focuses on credit financing, NAV financing, and subscription line financing, as well as other bespoke solutions. The team works across the full spectrum of KKR funds, strategies, geographies, and asset classes. The team is involved in all aspects of the deal processes, from inception to execution and assists with other broad responsibilities, such as overview of firmwide liability risk.
POSITION SUMMARY
The Derivatives & Liability Management - Fund Financing Associate will work in cross-functional teams with a primary focus on structuring, negotiating, syndicating and executing subscription-line and NAV financing, as well as other bespoke financing solutions for KKR funds. The associate will work closely with investment teams, external counterparties, and internal stakeholders to execute transactions, manage lender relationships, and develop innovative financing solutions.
RESPONSIBILITIES
* Managing deals from inception to closing, including RFP processes, facilitating due diligence, and managing transaction execution
* Analysis of financing deal terms, covenant structures and legal documentation
* Preparing internal documentation and presentations, including regular risk reporting for KKR senior leadership
* Close partnership with a broad set of internal stakeholders to support deal closings, including senior leadership, deal teams, Capital Markets, fundraising and finance, among others
* Significant coordination with external counterparties, contributing to relationship management with a large number of bank and non-bank financing providers
* Contribution to the development of new bespoke fund-level financing solutions and other strategic initiatives
* Research, analyze, and develop product ideas related to new and existing financing initiatives
* Model the effectiveness of terms and structures proposed by financing counterparties
* Build and expand relationships with existing and prospective syndicate partners
* Work cross-functionally with the broader GMAA team, including the portfolio construction, corporate balance sheet and macro teams
* Help the team manage monthly firmwide liability risk review meetings with the KKR co-CEO, CFO, and CIO
QUALIFICATIONS
* 3-5+ years in credit fund financing, asset-backed lending, subscription or NAV, or structured finance.
* Strong knowledge of fund finance documentation and market terms
* Ability to think strategically and proactively with sound analytical and market instincts
* Demonstrated ability to manage multiple transactions with competing deadlines while maintaining attention to detail
* Excellent written and verbal communication skills
* Strong interpersonal skills for relationship management with counterparties, legal counsel, and internal teams
* Team-oriented mindset with a desire to learn, grow, and contribute in a fast-paced environment
This is a unique opportunity to be part of a dynamic team driving innovative financing solutions for KKR's credit strategies. If you have a passion for structured finance and a drive to excel, we encourage you to apply.
#LI-DNI
This is the expected annual base salary range for this New York-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.
2026 Institutional Equity Derivatives Trading & Structuring Summer Analyst Program (New York)
New York, NY Job
Morgan Stanleys Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. The Division services a global Institutional client base, providing clients with innovative product solutions that help to generate alpha within their portfolios.
Overview & Placement The Institutional Equity Divisions Summer Analyst Program is a 10-week program that begins with one week of classroom training, followed by a minimum of three rotations across the division.
Summer Analysts will pursue one of two Program Tracks: Institutional Equity or Institutional Equity Derivatives Trading and Structuring.
While we encourage candidates to apply to the one track that best suits their interests and skillset, applications can be submitted for both tracks.
Please note that this will count towards the three-program application maximum.
Please apply to this program if you are interested in our more quantitative, trading or structuring/content roles within Equities.
Please note, you should apply for the 2026 Institutional Equity Summer Analyst Program (New York) if you are interested in our Sales, Prime Brokerage or Sales-Trading roles within Equities.
All Summer Analysts will receive on-the-job training and be exposed to a wide variety of roles, products and services throughout IED, working alongside experienced professionals in a fast-paced, client-facing, and market-driven environment.
Summer Analysts will have the opportunity to broaden and strengthen their respective skillsets, collaborating with individuals across IED on meaningful projects and initiatives.
In addition, the Program features a Senior Management Speaker Series, desk teach-ins, cross-divisional networking events, community service events, performance reviews, and a robust mentorship program.
Certain roles within the Institutional Equity Division require a more technical skillset.
Derivatives Trading and Structuring is responsible for the generation and facilitation of liquidity, as well as innovative product and trading solutions across a variety of Derivative products, including Equity Options (both exchange- listed and over the counter), Securitized Derivatives, and Convertible Bonds.
Products and services are delivered across a full range of distribution channels, including our corporate, retail, and institutional clients.
Some of our Derivatives Trading & Structuring desks include: AMM Baskets ETFs Exotics Structuring QDS Training Program The program begins with a one-day orientation where Summer Analysts are introduced to the Firm and primary businesses within, as well as to one another at our opening Firmwide networking event.
For the remainder of training, Summer Analysts will attend divisional-specific events designed to help develop the core skills required for a successful summer.
Qualifications / Skills / Requirements: Pursuing an undergraduate degree with a technical proficiency in areas such as Mathematics, Statistics, Physics, Computer Science, and Engineering, with a graduation date of December 2026 or Spring 2027 Minimum 3.
0 GPA Comfortable applying statistical analysis and deriving value from data Enjoy solving complex problems that require deep analytical reasoning and quantitative analysis Familiar with coding languages such as Python, Q, R, SQL, or VBA Strong verbal and written communication skills Candidate is collaborative, a quick learner, adaptable, versatile, a multi-tasker and possesses a strong work ethic While no prior knowledge of finance or trading is required, candidate must have a keen interest in finance and markets Applications will be reviewed on a rolling basis and we encourage you to apply as soon as you are ready.
In order to be considered a complete application, students must submit an application and complete a HireVue (instructions emailed upon submission of application).
Applications will close on Monday, September 15.
Expected base pay rate(s) for the role will be 52.
89 per hour 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).