At a Glance
- Tasks: Track and analyse portfolio performance, prepare valuations, and support capital allocation.
- Company: Join KKR, a leading global investment firm with a strong reputation.
- Benefits: Work with industry leaders, engage in impactful investments, and enjoy career growth.
- Other info: Dynamic team environment with opportunities to collaborate across geographies.
- Why this job: Make a real impact in the world of finance while developing your skills.
- Qualifications: 2-5 years experience in PE Portfolio Management and strong financial acumen.
The predicted salary is between 50000 - 70000 £ per year.
About KKR
KKR & Co. Inc., headquartered in New York City, is a leading global investment firm that offers a variety of financial services, including alternative asset management, capital markets, and insurance solutions. Founded in 1976 by Henry Kravis and George R. Roberts, KKR manages investment funds focusing on private equity, energy, infrastructure, real estate, credit, and venture capital. The firm is known for its patient and disciplined investment approach and its global reach, which includes strategic partners managing hedge funds. Its insurance subsidiaries offer products under the oversight of Global Atlantic Financial Group. KKR is a respected name in the industry, renowned for its ability to generate attractive investment returns.
About this Role
KKR is seeking a Portfolio Management Analyst for its Global Impact private equity portfolio based in London. The role is embedded within the deal team, partnering day-to-day on portfolio analysis and transaction workstreams across KKR’s portfolio companies. As KKR’s AUM continues to grow, the company remains focused on expanding the Portfolio Management team dedicated to managing trading performance and portfolio monitoring for its Global Impact strategy. This involves tracking and analyzing portfolio company performance, maintaining dialogue with management teams, and preparing valuations. The role is crucial to support capital allocation and value creation efforts.
Responsibilities
- Track and analyse Portfolio Company performance through the investment cycle; synthesize KPI and financial trends to provide portfolio insights.
- Maintain ongoing dialogue with Portfolio Company management teams and KKR executives on performance trends, KPIs, budgeting/forecasting, and strategic priorities.
- Prepare monthly/quarterly valuations and maintain supporting models, assumptions, and documentation in coordination with Deal Teams.
- Prepare quarterly reviews and analysis for internal Portfolio Management Committees, including project managing committee meetings.
- Support exit planning and execution through analysis and process coordination with management and advisors.
- Perform portfolio-level analyses and benchmarking to support capital allocation and value creation.
- Support recapitalizations, refinancing, and follow-on investments.
- Collaborate with Investor Relations, Macro, Data, and ESG to produce quarterly reporting, investor materials, and ad hoc analyses.
Requirements
- 2-5 years relevant experience, preferably in PE Portfolio Management or similar role.
- Excellent technical and financial acumen, with the ability to quickly disseminate and analyse financial reporting.
- Ability to create and maintain strong relationships with Deal Team, Portfolio Companies, and other internal teams.
- Capable of building and interpreting complex financial models.
- Strong communication skills, including the ability to deliver impactful presentations.
- Project management skills with the ability to manage processes with multiple stakeholders across geographies.
- Ability to multi-task and execute a wide range of assignments, with competing deadlines.
Benefits
- The position offers the opportunity to work with a leading global investment firm.
- Engage in impactful investment activities within the global impact strategy.
- Collaborate with high-profile executives and professionals within the industry.
- Contribute to a dynamic and growing team focused on investment and portfolio management.
Portfolio Management Analyst – Impact Investing in London employer: ImpactAlpha Inc.
KKR is an exceptional employer, offering a dynamic work environment in the heart of London where employees can engage in impactful investment activities within the Global Impact strategy. With a strong focus on employee growth and collaboration with high-profile executives, KKR fosters a culture of excellence and innovation, providing ample opportunities for professional development and meaningful contributions to the investment landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management Analyst – Impact Investing in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like ImpactAlpha Inc., who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like ImpactAlpha Inc..
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like ImpactAlpha Inc..
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including ImpactAlpha Inc., attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Portfolio Management Analyst – Impact Investing in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like ImpactAlpha Inc. want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to ImpactAlpha Inc..
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at ImpactAlpha Inc. will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to ImpactAlpha Inc.. Numbers speak louder than words!
How to prepare for a job interview at ImpactAlpha Inc.
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like ImpactAlpha Inc. want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withImpactAlpha Inc..
