Research, Analytics & Portfolio Construction, Associate

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 SUMMARY

KKR Solutions allows the firm to offer a solutions-oriented relationship to our most strategic clients, as opposed to one focused on selling individual products.  The team’s goal is to provide clients with a seamless entrance into KKR focused on multi-asset class exposures where we can continue to help them solve problems, especially around asset allocation and portfolio construction decisions, across our Insurance, Family Office, Wealth/HNW, Sovereign, and Pension clients. 

KKR Solutions works closely with all the various parts of KCS (our sales/fundraising organization), our deal teams, and our insurance colleagues, to expand our relationships with clients.  This group allows us to accelerate capital formation across KKR through differentiated asset allocation insights, enhanced approaches to portfolio construction, and original intellectual content.   

 

POSITION SUMMARY

KKR Solutions is looking for an exceptionally talented individual at the Associate level to join its Research, Analytics and Portfolio Construction team.  The successful candidate will take a proactive, innovative approach to implementing asset allocation and portfolio construction solutions for the firm’s investor base.  This individual will also play a visible role in reinforcing KKR’s thought leadership around asset allocation and portfolio construction with clients.  They will be tasked with contributing to and developing proprietary models.  Since much of the work will focus on alternative asset classes for which there are few common industry-level standards, the ideal candidate will have outside-the-box creativity as well as excellent technical skills and attention to detail, given the large allocation/investment decisions driven by the Solutions team’s analysis.

 

RESPONSIBILITIES

The successful candidate will have experience with the institutional investment market, with a particular focus on, and passion for, portfolio construction and asset allocation. They will have a deep understanding of investing fundamentals, financial theory, risk management, asset allocation, and the quantitative side of portfolio construction -- all with a pragmatic, hands-on approach.  They will be responsible for developing, designing and conducting original research, building models, and performing strategic client analyses.  Key findings will be presented in client meetings, conferences, research reports and thought leadership initiatives.

In addition to the above, major responsibilities will include:

• Developing original research addressing strategic and tactical portfolio management needs of KKR’s broad range of clients
• Developing innovative approaches to portfolio construction, asset allocation and asset/liability modeling, identifying the distribution characteristics of a broad range of asset classes
• Developing tailored investment proposals for various client types, leading end‑to‑end implementation, and delivering ongoing portfolio management and client service
• Forming views on various key topics of multi-asset portfolio management such as relative value between asset classes, comparison between liquid and illiquid asset classes, trade-offs for taking on illiquidity etc
• Partnering with affiliated quant / research resources to share best practices and to capture their best ideas as an input into developing the team’s research & modeling capabilities
• Partnering closely with KCS (fundraising) members and other senior internal stakeholders
• Collaborating on the development of relevant, robust economic and market scenarios to be used for client analyses in addition to long-term capital market assumptions
• Delivering findings and insights via impactful and clear written materials, client-specific presentations and thematic presentations to senior stakeholders
• Contributing to the positioning of KKR as a distinctive thought leader in cross-asset solutions

 

QUALIFICATIONS

The professional experience/qualifications required for