Vice President - Asset Transfer and Collateral Management, Investment Operations

Primary Responsibilities

• Operational Oversight
• Asset Transfer Management: Execute and oversee end-to-end asset transfer processes for both public and private assets, ensuring timeliness and accuracy
• Account Setup Administration: Manage account opening and setup processes, coordinating with internal stakeholders and external banking partners
• Derivatives Collateral Management: Direct derivatives collateral management operations, including overseeing collateral movements, managing dispute resolution and onboarding Counterparty relationships
• Third-Party Service Oversight: Monitor and manage relationships with outsourced service providers, ensuring SLA compliance and service quality standards
• Banking Relationships: Serve as a key point of contact for banking partners, managing day-to-day operational matters and escalations
• Collateral for Liquidity Management Programs: Oversee collateral programs supporting FHLB borrowing facilities and repo transactions, including eligibility monitoring and optimization
• Hands-On Leadership and Development: Lead and develop a Boston-based team and offshore resources while maintaining direct involvement in day-to-day operations, ensuring both strategic oversight and tactical execution during critical periods
• Strategic Initiatives
• Process Improvement: Identify and implement operational efficiencies, streamline workflows, and eliminate redundancies through partnerships with KKR Technology and external vendors
• AI Expansion: Drive adoption of AI-powered solutions and automation tools to enhance operational effectiveness and scalability

Qualifications

• Bachelor’s degree in finance, Business, or related field
• 8+ years of experience in operations management within financial services; experience within the Insurance industry a plus
• Strong understanding of asset settlements, derivatives collateral management, and custody operations
• Strong knowledge of Excel, PowerPoint, Outlook and ChatGPT
• Proven track record managing third-party relationships and vendor oversight
• Experience with derivatives operations and margin requirements
• Knowledge of FHLB borrowing programs and repo market mechanics

Key Competencies

• Operational excellence and attention to detail
• Strategic thinking with execution focus
• Change management and innovation mindset
• Cross-functional collaboration
• Risk management and controls orientation