Senior Analyst - Investment Operations Securities Settlements

Posted 5 Hours Ago
Be an Early Applicant
Boston, MA, USA
In-Office
70K-100K Annually
Senior level
Insurance • Financial Services
The Role
Support securities and credit derivatives settlement across DTC, Euroclear, and other platforms. Coordinate trade matching, confirmations, affirmations, failing trades, brokers, custodians, vendors, and internal teams. Resolve settlement issues, support account onboarding, monitor controls and risks, and improve operational processes. The role manages multiple deadlines and provides direction to third-party settlement providers while supporting cash and derivatives trading operations.
Summary Generated by Built In

COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

KKR's Credit Middle Office seeks a professional to support all aspects of securities and credit derivatives settlement.  The individual will support DTC and Euroclear settlements, physical certificates, and derivatives clearing for multiple trading platforms within the firm.

Responsibilities

  • Coordinate with brokers, custodians, and third-party settlement service providers to ensure timely instruction and matching of trades
  • Settle trades and communicate with various parties to resolve any confirmation, matching, and settlement issues
  • Monitor daily failing trades; escalating potential buy-ins and other economically impactful issues to traders and operations management
  • Coordinate with front office and other support teams, locally and globally, to address trade related inquiries and issues
  • Confirmation / Affirmation of cash and derivatives trades
  • Coordinate with various internal teams such as Treasury, Legal, Compliance, Finance and Recon teams on settlement and other account issues as needed
  • Work with operational onboarding team to ensure timely and accurately set up new accounts on internal systems and DTCC Alert
  • Identify control gaps and offer solutions related to settlements and trade operations processes
  • Proactively identify opportunities to improve processes and raise service level to internal clients
  • Ability to manage and provide direction to third-party settlements vendors

Qualifications

  • 2-4 years of experience in securities settlements, ideally in an alternative asset management firm
  • Knowledge of securities, including corporate bonds, convertible bonds, asset-backed securities, and equities
  • Experience with multiple settlement methods including DTC, Euroclear and Clearstream
  • Experience with DTCC products (i.e., CTM and Alert)
  • Bloomberg experience
  • Understanding of a trade’s lifecycle, including the responsibilities of a custodian/clearing broker vs executing broker
  • Awareness of risks and controls related to T+1 Settlements
  • Commercial paper, options and trade claims
  • Knowledge of credit derivatives - both cleared and OTC, ISDA, short sales, and portfolio margining
  • Understanding of bond repos
  • Allvue Everest, Eze OMS, and Advent Geneva

Interpersonal and Business Skills

  • High level attention to detail and the ability to resolve problems effectively and quickly
  • Strong organizational and time management skills: Be able to take on multiple requests at once and effectively complete tasks in a time efficient manner
  • Comfortable working in a deadline-driven environment that includes periodic peak periods
  • Effective at managing interdependent deliverables — including those that rely on the timely output of other teams — by proactively tracking dependencies, following up, and communicating status and risks early
  • Flexibility and the ability to adapt to change in a dynamic environment
  • Ability to build relationships across teams
  • Customer service oriented (managing internal and external clients)
  • Strong work ethic with the ability to quickly grasp key concepts
  • Strong written and oral communication skills




#LI-ONSITE

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range
$70,000$100,000 USD

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

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

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

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

Skills Required

  • 2-4 years of experience in securities settlements, ideally within an alternative asset management firm
  • Knowledge of corporate bonds, convertible bonds, asset-backed securities, and equities
  • Experience with DTC, Euroclear, and Clearstream settlement methods
  • Experience with DTCC products, including CTM and Alert
  • Bloomberg experience
  • Understanding of the trade lifecycle and custodian, clearing broker, and executing broker responsibilities
  • Awareness of T+1 settlement risks and controls
  • Knowledge of commercial paper, options, and trade claims
  • Knowledge of cleared and OTC credit derivatives, ISDA, short sales, and portfolio margining
  • Understanding of bond repos
  • Experience with Allvue Everest, Eze OMS, and Advent Geneva
  • Strong attention to detail and problem-solving ability
  • Strong organizational and time management skills
  • Ability to manage interdependent deliverables and deadlines
  • Strong written and oral communication skills
  • Ability to manage relationships with internal teams, external clients, and third-party vendors

KKR Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KKR and has not been reviewed or approved by KKR.

  • Fair & Transparent Compensation Pay is considered strong and often characterized as fair, with a success‑based model intended to tie rewards to realized performance. Feedback suggests this structure improves clarity around how outcomes influence compensation.
  • Equity Value & Accessibility Broad‑based employee ownership is emphasized, giving team members access to options, RSUs, and portfolio‑company equity programs that can yield meaningful upside. This approach is positioned as additional value without trading off wages or core benefits.
  • Healthcare Strength Health coverage is described as comprehensive, with standout elements like an on‑site wellness center at the New York headquarters offering primary care, mental health, and preventive services. Wellness programs, nutrition support, and EAP resources further reinforce a robust health offering.

KKR Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
3,705 Employees
Year Founded: 1976

What We Do

KKR 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. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com and on Twitter @KKR_Co.

Similar Jobs

Klaviyo Logo Klaviyo

Senior Software Engineer

Consumer Web • eCommerce • Marketing Tech • Retail • Software • Analytics • Generative AI
Easy Apply
Hybrid
Boston, MA, USA
2400 Employees
148K-222K Annually
Easy Apply
Hybrid
Boston, MA, USA
400 Employees
110K-140K Annually

SharkNinja Logo SharkNinja

Forward Deployed Growth Strategist (Commercial AI Solutions)

Beauty • Robotics • Design • Appliances • Manufacturing
In-Office
Needham, MA, USA
4000 Employees
135K-165K Annually

SharkNinja Logo SharkNinja

Manager, Engineering - R&D

Beauty • Robotics • Design • Appliances • Manufacturing
In-Office
Needham, MA, USA
4000 Employees
98K-160K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account