At a Glance
- Tasks: Analyse portfolio performance and provide insights to drive impactful investment decisions.
- Company: Join KKR, a leading global investment firm focused on alternative asset management.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Exciting career path with a focus on sustainability and community growth.
- Why this job: Be part of a dynamic team making a real difference in impact investing.
- Qualifications: 2-5 years in finance or related fields with strong analytical and communication skills.
The predicted salary is between 50000 - 70000 £ per year.
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.
Position Overview
KKR is seeking to hire a Portfolio Management Analyst for its Global Impact private equity portfolio, based in London. The Portfolio team was founded in 2023 and 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 accelerate, and the Investment Portfolio expands, the Firm continues to focus on scaling this team, dedicated to managing trading performance and portfolio monitoring for its Global Impact strategy.
Responsibilities
- Track and analyse Portfolio Company performance through the investment cycle; synthesize KPI and financial trends to provide portfolio insights to internal and external stakeholders.
- Maintain ongoing dialogue with Portfolio Company management teams and KKR executives on performance trends, KPIs, budgeting/forecasting and strategic priorities.
- Prepare monthly / quarterly valuations; maintain supporting models, assumptions and documentation in coordination with Deal Teams.
- Prepare quarterly reviews and analysis for internal Portfolio Management Committees, including ad‑hoc deep dives on key themes and value‑creation initiatives, while also project managing the committee meeting.
- Support exit planning and execution (sales/IPO/secondary) through analysis and process coordination with management and advisors.
- Perform portfolio‑level analyses and benchmarking (leverage/liquidity, returns, scenarios) to support capital allocation and value creation.
- Support recapitalisations, refinancing and follow‑on investments.
- Collaborate with Investor Relations, Macro, Data and ESG to produce quarterly reporting, investor materials and ad‑hoc analyses.
Qualifications
- 2-5 years relevant experience, preferably in PE Portfolio Mgmt. or similar role (i.e. Investment Banking, Asset Management, Consulting, Transaction Services, Restructuring).
- 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 to internal and external stakeholders.
- Project management skills with the ability to manage processes with multiple stakeholders across geographies.
- The ability to multi‑task and execute a wide range of assignments, with competing deadlines.
Portfolio Management Analyst - Impact Investing in London employer: KKR
KKR is an exceptional employer, offering a dynamic work environment in London that fosters collaboration and innovation within the realm of impact investing. Employees benefit from a strong focus on professional development, with opportunities to engage directly with portfolio companies and contribute to meaningful investment strategies. The company's commitment to diversity and inclusion, alongside its supportive culture, makes KKR a rewarding place for those looking to make a significant impact in the financial sector.
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 KKR, 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 KKR.
✨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 KKR.
✨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 KKR, 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 KKR 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 KKR.
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 KKR 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 KKR. Numbers speak louder than words!
How to prepare for a job interview at KKR
✨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 KKR 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 withKKR.
