Treasury Operations Assistant Vice President

Bostonfull timeOn Site

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senior

$130k–$160k

H1B: no

Stage KKR is seeking an Associate for the Portfolio Company Data Operations team to support Americas Private Equity data management and performance reporting. The role involves working closely with deal teams and internal partners to manage portfolio company financial data and drive continuous improvement.

Responsibilities

Deal Funding, Cash and Management & Liquidity
Review balances and upcoming deal activity to ensure KKR funds maintain sufficient liquidity to fulfil obligations.
Facilitate deal closings through proactive stakeholder and timeline coordination, from account setup through transaction settlement.
Monitor and ensure timely loan repayments and proactive cash flow management.
Partner with the Complex Liquidity and Cash Management team to recommend and execute facility borrows and repayments, FX swaps, and internal transfers to maximize portfolio yield.
Partner with the Asset Liability Portfolio Servicing group on reconciliation efforts to ensure accurate data for internal reporting.
Raise and process FX settlements to fund bank accounts ahead of transaction settlement.
Initiate and review wire payments, including revolving credit facility drawdowns, direct deal funding, FX settlements, collateral movements, internal cash movements, and quarterly fund distributions.
Execute and independently review wire transfers for deal closings in accordance with firm policy and serving as a second-line reviewer for junior team members’ transactions.
Optimize yield strategies for uninvested capital across entities and Open-Ended funds.
Process Improvement, Technology & Stakeholder management
Identify and drive process standardization and efficiency improvements across the Treasury function, including automation of manual workflows and AI implementation.

Qualification

Bachelor’s degree in FinanceAdvanced Excel skills (pivot tablesStrong cultural fit – collaborativeBase Salary Range

Required

Bachelor’s degree in Finance, Engineering, Analytics, Information Systems, or related quantitative discipline; Master’s degree preferred.
4-6 years of experience in a data-intensive role within financial services, private equity, asset management, or a comparable institutional environment.
Intermediate SQL skills to manipulate data (experience with joins, unions, views, etc.).
Familiarity with Python or a similar programming language.
Understanding of financial statement analysis, corporate finance, and the private equity ecosystem.
Hands-on experience using data visualization tools such as Sigma, PowerBI, Tableau, or similar tools to support analyses.
Advanced Excel skills (pivot tables, Excel plug ins, Power Query).
Excellent verbal and written communication skills, with the ability to distill data into insights.
Strong cultural fit – collaborative, intellectually curious, action-oriented, and committed to high standards of excellence and accountability.
Ability to thrive in a fast-paced work environment, including ability to be detail-oriented across multiple competing priorities.

Preferred

Buy-side exposure with experience in asset/ investment management.
Data analytics & modeling skills using Python, R, etc.
Experience with cloud data warehouse solutions such as Snowflake, Databricks, etc.
Experience with Private Equity Portfolio Monitoring tools such as Chronograph, iLEVEL, Cobalt, etc.
Knowledge of Private Markets / Private Company data, trends and analytics.
Familiarity with market & alternative data vendors.
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

Benefits

Equity/RSU

Company

Stage

View company page

10000+ employees

Industrial

Founded 1892

Source: greenhouse

Active within the past hour

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Treasury Operations Assistant Vice President at Stage · LumiJobs