Institutional Sales Analyst/ Associate
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.
TEAM OVERVIEW
The KKR Global Client Solutions Group ("KCS") is KKR's dedicated investor solutions team. KCS was first formed in 2009 to invest in and focus on KKR's relationships with current and potential investors. Today, KCS consists of over 300 executives located in over 20 offices across the globe. The KCS platform is primarily organized around two specialized focus areas: Sales/Relationship Management and Product/Strategy Management. KCS seeks to "connect the dots" across all businesses at KKR, from our global private equity teams to KKR Credit and KKR Capital Markets, to deliver all of KKR's intellectual capital and solutions to our investing partners. The group's long-term objective is to diversify KKR's client base to include new investors, across all regions and institution types, and to raise capital for the Firm's expanding product platform through developing, structuring and maintaining collaborative partnerships with our investors.
POSITION SUMMARY
KKR is seeking an Analyst/Associate to work alongside members of the West Coast Institutional Sales team. In this role, they will be supporting a team of four senior Relationship Managers alongside one senior Sales Specialist on their fundraising and relationship management efforts. The successful hire will work closely with the West Coast relationship management team on tasks including client analysis and briefing notes, meeting preparation, sales territory management, client follow-ups related to capital raising as well as one-off servicing requests, CRM database management and periodically working with the product strategy teams on client presentations.
IDEAL EXPERIENCE
Candidates will have ~1-3 years of relevant experience. Experience in or exposure to the financial markets would be viewed as a plus, whether in investment banking, asset management or investment/management consulting.
RESPONSIBILITIES
• Partner closely with the relationship managers and other team members on raising and marketing KKR funds
• Understand, analyze and synthesize qualitative and quantitative information about institutional investors
• Prepare briefing memos, make recommendations on products appropriate to the investor, suggest new potential clients based on this research
• Periodically create and update bespoke marketing materials, quarterly presentations, and reporting materials
• Provide ongoing LP support and remain heavily involved when investors are conducting due diligence on KKR funds
• Work closely with investment professionals and deal teams to understand existing portfolios, deal pipelines, and overall market dynamics
• Work closely with colleagues on the relationship management and product teams on client requests (related to capital raising, diligence and one-off servicing requests), client presentations, sales territory management, and CRM database management
• Aid in the development and maintenance of the West Coast Institutional Sales Team business metrics and reports
• Assist with other Team projects and initiatives on an ad hoc basis
CRITICAL COMPETENCIES FOR SUCCESS
• Strong academic record
• Proven ability to manage demands of multiple teams and projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
• Team-oriented / ability to collaborate with others
• Outstanding oral and written communication skills, including the ability to read information/situations from varying perspectives and tailor messages to suit different audiences
• Technical and aesthetic understanding of PowerPoint, Excel and Office
• Meticulous organization skills, with an emphasis on very strong attention to detail
• Positive attitude with a willingness to help out wherever necessary
• Desire to take ownership of projects and see them through to completion
• Quick learner and self-starter
• Aptitude for critical and creative thinking across the quantitative and qualitative spectrum
• Strong relationship development skills for both internal relationships, including over the phone with global teams and with individuals from whom work is being requested, and periodically external client and prospect relationships
• Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams, including senior management
LI-DNI
This is the expected annual base salary range for this San Francisco-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
$120,000-$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.
