At a Glance
- Tasks: Analyse portfolio performance and provide insights to drive investment strategies.
- Company: Join KKR, a leading global investment firm focused on impactful investing.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on innovation and collaboration.
- Why this job: Make a real impact in the world of finance while working with top-tier professionals.
- Qualifications: 2-5 years in finance or related fields; strong analytical and communication skills required.
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.
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 employer: KKR
KKR is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. As a Portfolio Management Analyst, you will benefit from a culture that prioritises professional growth, providing ample opportunities for skill development and career advancement within a leading global investment firm. With a commitment to impact investing, KKR not only focuses on financial returns but also on making a positive difference in communities, making your work both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management Analyst - Impact Investing
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those connected to KKR. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by diving deep into KKR’s portfolio and recent investments. Show us you know your stuff and can discuss how you’d add value to their Global Impact strategy.
✨Tip Number 3
Practice your presentation skills! You’ll need to communicate complex financial models clearly, so get comfortable explaining your analyses in a way that resonates with both technical and non-technical audiences.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the KKR team.
We think you need these skills to ace Portfolio Management Analyst - Impact Investing
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Management Analyst role. Highlight relevant experience in private equity, asset management, or similar fields. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about impact investing and how your background makes you a great fit for KKR. Let us know what excites you about this opportunity!
Showcase Your Analytical Skills:Since the role involves tracking and analysing performance, be sure to highlight any experience you have with financial modelling or data analysis. We love seeing candidates who can demonstrate their analytical prowess!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at KKR
✨Know Your Numbers
As a Portfolio Management Analyst, you'll be dealing with financial data all the time. Brush up on your financial acumen and be ready to discuss key performance indicators (KPIs) and valuation methods. Make sure you can explain how you would analyse portfolio performance and what metrics you think are most important.
✨Build Relationships
This role requires strong collaboration with various teams. During your interview, highlight your experience in building relationships with stakeholders. Share specific examples of how you've maintained ongoing dialogues with management teams or worked closely with deal teams to achieve common goals.
✨Showcase Your Project Management Skills
Project management is key in this position. Be prepared to discuss how you've managed processes involving multiple stakeholders. Use examples that demonstrate your ability to juggle competing deadlines while delivering impactful results, especially in high-pressure situations.
✨Prepare for Technical Questions
Expect technical questions related to financial modelling and analysis. Brush up on your skills and be ready to walk through a complex model you've built in the past. This will show your technical prowess and your ability to communicate complex information clearly, which is crucial for this role.
