Associate, Credit & Insurance Portfolio Construction New York
Kohlberg Kravis Roberts & Co., New York, NY, United States
Associate, Private Multi Asset Credit Solutions
New York
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 SUMMARY
KKR is seeking an experienced quantitative investment professional, at the Analyst/Associate level, to join its Portfolio Construction team which is responsible for the following:
Formulating investment-oriented portfolio construction recommendations for KKR’s portfolios with $720bn+ AUM
Monitoring and managing risk across KKR Private Market and Credit portfolios and sharing insights with senior investors and C-level firm management
Providing asset allocation recommendations for various multi-asset portfolio client initiatives including KKR strategic partnerships, multi-asset structured products, and allocation-based marketing efforts
The successful candidate for this role will be focused on portfolio construction initiatives across KKR’s Credit portfolios, along with asset allocation for KKR’s multi-asset mandates internally and externally. In this high visibility role, the successful candidate will interact frequently with KKR senior management and will therefore be expected to synthesize information clearly. They will also be tasked with contributing to proprietary models in asset classes where there are fewer industry-level standards, requiring someone who is capable of being creative and thinking outside the box. In general, the successful candidate must be highly technical, while also being collaborative as a member of this high-performance team. This position is based in New York.
RESPONSIBILITIES
Help prepare portfolio construction recommendations for Credit funds for Portfolio Management Committees across the Americas, Europe and Asia
Provide support on fund modeling to understand drivers of historical and projected performance, risk exposures and economic sensitivities
Monitor portfolios closely and assist with portfolio analytics using quantitative and qualitative approaches, coordinating with deal teams, client partners group, operations, and finance colleagues while ensuring data integrity
Demonstrate working knowledge of financial markets ideally in Credit or Fixed Income, and assist with tracking the latest market development and providing updates / actionable recommendations to Portfolio Managers
Help communicate risk concerns efficiently and prepare presentations for Portfolio Managers / Investment Committees
Help manage and enhance quantitative asset allocation models for KKR’s various multi-asset portfolios and KKR’s Balance Sheet
Think creatively about solutions to structure multi-fund investments and be able to simulate scenarios and explain outcomes
Maintain and continue to improve upon customized models tailored to the firm’s investment process and risk framework; work closely with dedicated IT resources to automate and institutionalize these models
Serve as a quantitative resource for the larger firm, evaluating existing resources and recommending improvements in models and technology, leveraging AI capabilities
IDEAL EXPERIENCE
1-3 years of experience related to Fixed Income or Credit (High Yield, Loans, Structured Products, Private Credit)
Strong programming skills in a structured language (Python preferred) and strong proficiency in Microsoft Office Products (Excel and PowerPoint)
Experience in applying best practices in quantitative methods and strategies to the investment/risk management process, including practical application of large data analysis
Basic understanding of corporate fundamentals
Broad experience with various types of investments and their characteristics, which may include private and public equities, fixed income and structured investments, as well as real estate/infrastructure. Prior exposure to private assets is preferred but not required
Understanding of global economic principles and trends, and their impact on the management of a large and diverse investment platform
Knowledge of risk systems a plus (MSCI RiskMetrics, Barra, Bloomberg PORT, Factset)
CRITICAL COMPETENCIES FOR SUCCESS
Highly detail-oriented, well-organized, independent and proven ability to manage demands of multiple projects and ability to prioritize in a fast-paced work environment
Superior communication and presentation skills (written and oral) coupled with the requisite level of gravitas to effectively communicate complex ideas at a high level
Structured problem-solving skills
High level of intellectual curiosity, accountability and drive, and self-motivation
Strong relationship development skills, including with internal product and support teams and with individuals of whom work is being requested
Aptitude for critical and creative thinking across the quantitative and qualitative spectrum
Willingness to work hard and demonstrate ability to collaborate with members of a lean team
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
$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.
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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 SUMMARY
KKR is seeking an experienced quantitative investment professional, at the Analyst/Associate level, to join its Portfolio Construction team which is responsible for the following:
Formulating investment-oriented portfolio construction recommendations for KKR’s portfolios with $720bn+ AUM
Monitoring and managing risk across KKR Private Market and Credit portfolios and sharing insights with senior investors and C-level firm management
Providing asset allocation recommendations for various multi-asset portfolio client initiatives including KKR strategic partnerships, multi-asset structured products, and allocation-based marketing efforts
The successful candidate for this role will be focused on portfolio construction initiatives across KKR’s Credit portfolios, along with asset allocation for KKR’s multi-asset mandates internally and externally. In this high visibility role, the successful candidate will interact frequently with KKR senior management and will therefore be expected to synthesize information clearly. They will also be tasked with contributing to proprietary models in asset classes where there are fewer industry-level standards, requiring someone who is capable of being creative and thinking outside the box. In general, the successful candidate must be highly technical, while also being collaborative as a member of this high-performance team. This position is based in New York.
RESPONSIBILITIES
Help prepare portfolio construction recommendations for Credit funds for Portfolio Management Committees across the Americas, Europe and Asia
Provide support on fund modeling to understand drivers of historical and projected performance, risk exposures and economic sensitivities
Monitor portfolios closely and assist with portfolio analytics using quantitative and qualitative approaches, coordinating with deal teams, client partners group, operations, and finance colleagues while ensuring data integrity
Demonstrate working knowledge of financial markets ideally in Credit or Fixed Income, and assist with tracking the latest market development and providing updates / actionable recommendations to Portfolio Managers
Help communicate risk concerns efficiently and prepare presentations for Portfolio Managers / Investment Committees
Help manage and enhance quantitative asset allocation models for KKR’s various multi-asset portfolios and KKR’s Balance Sheet
Think creatively about solutions to structure multi-fund investments and be able to simulate scenarios and explain outcomes
Maintain and continue to improve upon customized models tailored to the firm’s investment process and risk framework; work closely with dedicated IT resources to automate and institutionalize these models
Serve as a quantitative resource for the larger firm, evaluating existing resources and recommending improvements in models and technology, leveraging AI capabilities
IDEAL EXPERIENCE
1-3 years of experience related to Fixed Income or Credit (High Yield, Loans, Structured Products, Private Credit)
Strong programming skills in a structured language (Python preferred) and strong proficiency in Microsoft Office Products (Excel and PowerPoint)
Experience in applying best practices in quantitative methods and strategies to the investment/risk management process, including practical application of large data analysis
Basic understanding of corporate fundamentals
Broad experience with various types of investments and their characteristics, which may include private and public equities, fixed income and structured investments, as well as real estate/infrastructure. Prior exposure to private assets is preferred but not required
Understanding of global economic principles and trends, and their impact on the management of a large and diverse investment platform
Knowledge of risk systems a plus (MSCI RiskMetrics, Barra, Bloomberg PORT, Factset)
CRITICAL COMPETENCIES FOR SUCCESS
Highly detail-oriented, well-organized, independent and proven ability to manage demands of multiple projects and ability to prioritize in a fast-paced work environment
Superior communication and presentation skills (written and oral) coupled with the requisite level of gravitas to effectively communicate complex ideas at a high level
Structured problem-solving skills
High level of intellectual curiosity, accountability and drive, and self-motivation
Strong relationship development skills, including with internal product and support teams and with individuals of whom work is being requested
Aptitude for critical and creative thinking across the quantitative and qualitative spectrum
Willingness to work hard and demonstrate ability to collaborate with members of a lean team
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
$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.
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