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Customized Portfolio Solutions - Product Strategy Analyst/Associate

ExperiencedNo visa sponsorship
KKR logo

at KKR

Private Equity

Posted 8 days ago

No clicks

**Analyst/Associate Position for Customized Portfolio Solutions (CPS) Product Strategy** Support senior CPS Product Strategy professionals within KKR Solutions. Key responsibilities include: creating private equity solutions content, aiding new mandates across primaries, co-investments, and secondaries, managing client projects, and conducting market research. Ideal candidates possess 1-4 years of experience in investment banking, asset management, or private markets, with exposure to portfolio construction, strong analytical skills, and proficiency in PowerPoint and Excel.

Compensation
$125,000 – $175,000 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

COMPANY OVERVIEW

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

TEAM OVERVIEW

The Global Client Solutions Group (KCS) is KKRs dedicated investor solutions team. KCS was first formed in 2009 to invest in and focus on KKRs relationships with current and potential investors. Today, KCS consists of over 200 executives located in 13 offices across four continents. The KCS platform is primarily organized around two focus areas: Sales/Relationship Management and Product/Strategy Management. KCS seeks to connect the dots across all businesses at KKR, from our Real Estate investing teams to Private Equity, Infrastructure, Credit, Capital Markets and KKR Solutions, to deliver all of KKRs intellectual capital and solutions to our investing partners. The groups long-term objective is to further diversify KKRs client base, across all regions and institution types, and to raise capital for the firms expanding product platform through developing, structuring and maintaining collaborative partnerships with our investors.

POSITION OVERVIEW

KKRs Customized Portfolio Solutions (CPS) team is seeking an Analyst/Associate to support the senior CPS Product Strategy professionals within the KKR Solutions platform in KCS.

CPS delivers bespoke, alpha-focused private equity engagement for KKRs most strategic institutional and family office clients, with a solutions-oriented relationship centered on portfolio construction and asset allocation rather than individual products. The Analyst/Associate will support CPS capital formation across primaries, co-investments, and secondaries, working closely with senior CPS leadership and investment teams.

IDEAL EXPERIENCE

Qualified candidates will have 1-4 years of experience at an investment bank, asset management firm, private markets investor, or placement agent, with prior client-facing experience or a desire to engage externally. Experience in private markets products and an understanding of asset allocation and portfolio construction across private markets is preferred. Exposure to model portfolios, primaries, co-investments, or secondaries is a plus.

RESPONSIBILITIES

The CPS Product Analyst/Associate will be responsible for:

  • Supporting senior CPS professionals and global sales teams with information on CPS offerings and bespoke private equity solutions
  • Creating bottoms-up multi-asset and private markets content, including client presentations, portfolio construction analyses, model portfolio materials, and thought leadership
  • Assisting with new mandates and solutions launches across primaries, co-investments, and secondaries, in coordination with investment, sales, legal, and operations teams
  • Managing client-specific follow-up requests and projects, maintaining investor communication, and tracking the prospect pipeline
  • Researching the competitive landscape, investor demand, and market and asset allocation trends
  • Building internal relationships and helping prioritize sales and investment team needs

QUALIFICATIONS

  • Bachelors degree required
  • Working knowledge of private markets, asset allocation, and portfolio construction, with a desire to deepen expertise
  • Highest-level expertise in PowerPoint and Excel (both technical and aesthetic) for content creation for broad distribution across KKR channels
  • Proven ability to manage multiple workstreams in a fast-paced environment, prioritizing effectively
  • Strong analytical skills and the ability to think critically across quantitative and qualitative aspects
  • Exceptional oral and written communication skills, with the maturity and judgment to engage cross-divisional teams, including senior management
  • Intellectual curiosity, ownership, and accountability, with a collaborative, relationship-oriented attitude
  • Meticulous attention to detail, and discretion and integrity when handling confidential information

#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
$125,000—$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.

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 Benefits@kkr.com. 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 Benefits@kkr.com. 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.

Customized Portfolio Solutions - Product Strategy Analyst/Associate

Compensation

$125,000 – $175,000 USD

City: New York City

Country: United States

KKR logo
Private Equity

8 days ago

No clicks

at KKR

ExperiencedNo visa sponsorship

**Analyst/Associate Position for Customized Portfolio Solutions (CPS) Product Strategy** Support senior CPS Product Strategy professionals within KKR Solutions. Key responsibilities include: creating private equity solutions content, aiding new mandates across primaries, co-investments, and secondaries, managing client projects, and conducting market research. Ideal candidates possess 1-4 years of experience in investment banking, asset management, or private markets, with exposure to portfolio construction, strong analytical skills, and proficiency in PowerPoint and Excel.

Full Job Description

COMPANY OVERVIEW

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

TEAM OVERVIEW

The Global Client Solutions Group (KCS) is KKRs dedicated investor solutions team. KCS was first formed in 2009 to invest in and focus on KKRs relationships with current and potential investors. Today, KCS consists of over 200 executives located in 13 offices across four continents. The KCS platform is primarily organized around two focus areas: Sales/Relationship Management and Product/Strategy Management. KCS seeks to connect the dots across all businesses at KKR, from our Real Estate investing teams to Private Equity, Infrastructure, Credit, Capital Markets and KKR Solutions, to deliver all of KKRs intellectual capital and solutions to our investing partners. The groups long-term objective is to further diversify KKRs client base, across all regions and institution types, and to raise capital for the firms expanding product platform through developing, structuring and maintaining collaborative partnerships with our investors.

POSITION OVERVIEW

KKRs Customized Portfolio Solutions (CPS) team is seeking an Analyst/Associate to support the senior CPS Product Strategy professionals within the KKR Solutions platform in KCS.

CPS delivers bespoke, alpha-focused private equity engagement for KKRs most strategic institutional and family office clients, with a solutions-oriented relationship centered on portfolio construction and asset allocation rather than individual products. The Analyst/Associate will support CPS capital formation across primaries, co-investments, and secondaries, working closely with senior CPS leadership and investment teams.

IDEAL EXPERIENCE

Qualified candidates will have 1-4 years of experience at an investment bank, asset management firm, private markets investor, or placement agent, with prior client-facing experience or a desire to engage externally. Experience in private markets products and an understanding of asset allocation and portfolio construction across private markets is preferred. Exposure to model portfolios, primaries, co-investments, or secondaries is a plus.

RESPONSIBILITIES

The CPS Product Analyst/Associate will be responsible for:

  • Supporting senior CPS professionals and global sales teams with information on CPS offerings and bespoke private equity solutions
  • Creating bottoms-up multi-asset and private markets content, including client presentations, portfolio construction analyses, model portfolio materials, and thought leadership
  • Assisting with new mandates and solutions launches across primaries, co-investments, and secondaries, in coordination with investment, sales, legal, and operations teams
  • Managing client-specific follow-up requests and projects, maintaining investor communication, and tracking the prospect pipeline
  • Researching the competitive landscape, investor demand, and market and asset allocation trends
  • Building internal relationships and helping prioritize sales and investment team needs

QUALIFICATIONS

  • Bachelors degree required
  • Working knowledge of private markets, asset allocation, and portfolio construction, with a desire to deepen expertise
  • Highest-level expertise in PowerPoint and Excel (both technical and aesthetic) for content creation for broad distribution across KKR channels
  • Proven ability to manage multiple workstreams in a fast-paced environment, prioritizing effectively
  • Strong analytical skills and the ability to think critically across quantitative and qualitative aspects
  • Exceptional oral and written communication skills, with the maturity and judgment to engage cross-divisional teams, including senior management
  • Intellectual curiosity, ownership, and accountability, with a collaborative, relationship-oriented attitude
  • Meticulous attention to detail, and discretion and integrity when handling confidential information

#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
$125,000—$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.

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 Benefits@kkr.com. 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 Benefits@kkr.com. 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.