KKR

Financial Services

PortfolioManagementAnalyst

£55–75k ~AI est. London, England, United Kingdom
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Portfolio Management Analyst at KKR. Skills: Portfolio Management, Financial Analysis, Impact Investing. Track portfolio company performance. Analyse portfolio company performance”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

2-5 years relevant experience, Excellent technical acumen, Excellent financial acumen, Ability to build financial models, Ability to interpret financial models, Project management skills

Nice to Have

PE Portfolio Mgmt experience, Investment Banking experience, Asset Management experience, Consulting experience, Transaction Services experience, Restructuring experience

What You'll Do.

Track portfolio company performance

Analyse portfolio company performance

Synthesize KPI trends

Synthesize financial trends

Provide portfolio insights

Maintain dialogue with management

Prepare monthly reporting

Prepare quarterly reporting

Support exit planning

Support exit execution

Perform portfolio-level analyses

Support recapitalizations

Support follow-on investments

Collaborate to produce reporting

Collaborate to produce investor materials

Collaborate to produce ad hoc analyses

How You'll Work.

Team & Collaboration

Deal Teams; Portfolio Company management; KKR executives; Investor Relations; Macro team; Data team; ESG team

Communication Scope

Impactful presentations

Process & Methodology

Project management

Full Job Description

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 Responsibilities include but not limited to: 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 manag

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