Associate, Insurance Strategy and M&A Team
KKR, New York, NY, United States
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 Insurance Strategy & M&A team at Global Atlantic is responsible for driving strategic growth initiatives, including inorganic expansion, corporate development, and strategic projects for the insurance business. The team works closely with senior leadership across Global Atlantic and KKR to evaluate and execute transactions and initiatives that enhance the company's competitive positioning and long-term value creation.
Key areas of focus include (i) evaluating and executing acquisitions, partnerships, and reinsurance transactions, (ii) leading strategic initiatives across Global Atlantic's insurance and asset management platform, (iii) assessing new business lines and growth opportunities, and (iv) supporting long-term strategic planning and capital deployment decisions.
POSITION OVERVIEW Global Atlantic is seeking an Associate to join the Insurance Strategy & M&A team in New York. This role sits at the intersection of corporate development, strategy, and investing, with significant exposure to senior leadership and key decision-makers across both Global Atlantic and KKR.
The Associate will play a key role in evaluating and executing M&A and strategic initiatives, including acquisitions that enhance the insurance business of KKR, reinsurance transactions, and internal strategic projects. This is a highly dynamic role suited for candidates interested in shaping the growth trajectory of a scaled insurance business.
RESPONSIBILITIES
The Associate will be expected to: Support execution of transactions including acquisitions, partnerships, reinsurance and capital solutions Build and maintain detailed financial models to evaluate M&A transactions, reinsurance deals, and strategic initiatives Conduct industry research and competitive analysis across life insurance, retirement, and reinsurance markets Develop investment memos, presentations, and recommendations for senior leadership and investment committees Evaluate new market entry opportunities, product strategies, and business line expansions Partner with business leaders across KKR to drive internal strategic initiatives and operational improvements Assist in due diligence processes, including financial, operational, and regulatory workstreams Support long-term strategic planning, including capital allocation and growth prioritization Review and assess inbound opportunities from advisors, counterparties, and internal stakeholders Collaborate closely with KKR investment teams to evaluate opportunities that leverage the broader platform QUALIFICATIONS
2-4 years of experience in investment banking (FIG preferred), private equity, corporate development, actuarial advisory or a related role Experience with insurance, reinsurance, or broader FIG strongly preferred Strong financial modeling and analytical skills, with experience evaluating M&A transactions Demonstrated interest in insurance and long-term asset/liability-driven business models Ability to communicate complex analyses clearly and effectively to senior stakeholders High attention to detail with the ability to manage multiple workstreams in a fast-paced environment Aptitude for critical and creative thinking across the quantitative and qualitative spectrum Strong intellectual curiosity and a proactive, ownership-driven mindset Team-oriented with the ability to collaborate across functions and seniority levels Maturity, presence, sound judgment, and ability to form and express opinions and ideas effectively to cross-divisional teams including senior management
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-$160,000 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.
KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.
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 Insurance Strategy & M&A team at Global Atlantic is responsible for driving strategic growth initiatives, including inorganic expansion, corporate development, and strategic projects for the insurance business. The team works closely with senior leadership across Global Atlantic and KKR to evaluate and execute transactions and initiatives that enhance the company's competitive positioning and long-term value creation.
Key areas of focus include (i) evaluating and executing acquisitions, partnerships, and reinsurance transactions, (ii) leading strategic initiatives across Global Atlantic's insurance and asset management platform, (iii) assessing new business lines and growth opportunities, and (iv) supporting long-term strategic planning and capital deployment decisions.
POSITION OVERVIEW Global Atlantic is seeking an Associate to join the Insurance Strategy & M&A team in New York. This role sits at the intersection of corporate development, strategy, and investing, with significant exposure to senior leadership and key decision-makers across both Global Atlantic and KKR.
The Associate will play a key role in evaluating and executing M&A and strategic initiatives, including acquisitions that enhance the insurance business of KKR, reinsurance transactions, and internal strategic projects. This is a highly dynamic role suited for candidates interested in shaping the growth trajectory of a scaled insurance business.
RESPONSIBILITIES
The Associate will be expected to: Support execution of transactions including acquisitions, partnerships, reinsurance and capital solutions Build and maintain detailed financial models to evaluate M&A transactions, reinsurance deals, and strategic initiatives Conduct industry research and competitive analysis across life insurance, retirement, and reinsurance markets Develop investment memos, presentations, and recommendations for senior leadership and investment committees Evaluate new market entry opportunities, product strategies, and business line expansions Partner with business leaders across KKR to drive internal strategic initiatives and operational improvements Assist in due diligence processes, including financial, operational, and regulatory workstreams Support long-term strategic planning, including capital allocation and growth prioritization Review and assess inbound opportunities from advisors, counterparties, and internal stakeholders Collaborate closely with KKR investment teams to evaluate opportunities that leverage the broader platform QUALIFICATIONS
2-4 years of experience in investment banking (FIG preferred), private equity, corporate development, actuarial advisory or a related role Experience with insurance, reinsurance, or broader FIG strongly preferred Strong financial modeling and analytical skills, with experience evaluating M&A transactions Demonstrated interest in insurance and long-term asset/liability-driven business models Ability to communicate complex analyses clearly and effectively to senior stakeholders High attention to detail with the ability to manage multiple workstreams in a fast-paced environment Aptitude for critical and creative thinking across the quantitative and qualitative spectrum Strong intellectual curiosity and a proactive, ownership-driven mindset Team-oriented with the ability to collaborate across functions and seniority levels Maturity, presence, sound judgment, and ability to form and express opinions and ideas effectively to cross-divisional teams including senior management
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-$160,000 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.
KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.