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Portfolio Management Analyst - Impact Investing

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KKR

Jun 29

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Consulting
    Banking & Finance
  • London

AI generated summary

  • You need 2-5 years in PE Portfolio Management or similar, strong financial acumen, relationship-building skills, complex modeling abilities, project management experience, and effective communication.
  • You will analyze portfolio performance, liaise with management, prepare valuations and reports, support exit planning, and collaborate on capital allocation and investor materials.

Requirements

  • 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

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 recapitalizations, refinancing and follow-on investments
  • Collaborate with Investor Relations, Macro, Data and ESG to produce quarterly reporting, investor materials and ad hoc analyses

FAQs

What is the role of a Portfolio Management Analyst in Impact Investing at KKR?

The Portfolio Management Analyst supports the Global Impact private equity portfolio by tracking and analyzing portfolio company performance, preparing valuations and quarterly reviews, maintaining ongoing dialogue with management teams, and collaborating with various internal stakeholders.

What qualifications are required for this position?

Candidates should have 2-5 years of relevant experience, preferably in private equity portfolio management or related fields such as investment banking, asset management, or consulting. Strong financial acumen, relationship-building skills, and the ability to manage multiple projects are also essential.

Is experience in a specific industry necessary for this role?

While experience in private equity portfolio management is preferred, candidates with backgrounds in investment banking, asset management, consulting, transaction services, or restructuring may also be considered.

What types of skills will be beneficial for success in this position?

Strong technical and financial acumen, the ability to build and interpret complex financial models, effective communication skills, and project management capabilities are critical for success in this role.

Is this position located in London?

Yes, the Portfolio Management Analyst position is based in London.

What is KKR's approach to impact investing?

KKR’s Global Impact strategy aims to generate attractive investment returns while supporting growth in portfolio companies and communities, focusing on sustainable and socially responsible investments.

Will I be working with multiple internal stakeholders?

Yes, the role requires collaboration with various internal teams, including Investor Relations, Macro, Data, and ESG, to produce reports and analyses.

What kind of working environment can I expect at KKR?

KKR fosters a collaborative working environment that emphasizes communication, project management, and relationship-building across diverse teams and geographies.

Does KKR offer any accommodations for individuals with disabilities?

Yes, KKR provides reasonable accommodations for individuals with disabilities as required by law, and applicants seeking accommodations can contact Benefits@kkr.com.

Are there opportunities for career growth within KKR?

Yes, as KKR continues to grow and expand its investment portfolio, there are opportunities for career advancement and professional development within the firm.

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KKR

A leading global investment firm.

Finance
Industry
1001-5000
Employees
1976
Founded Year

Mission & Purpose

KKR is a leading global investment firm that offers alternative asset management and 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 The Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

Culture & Values

  • Teamwork

    Teamwork is at the heart of how we operate. We take enormous pride in our one-firm approach, operating proactively and collaboratively across businesses and geographies to achieve the best possible results. We continually look to help one another and work together towards common goals. We know from experience that we can achieve much more collectively than any of us could individually. In keeping with this approach, every employee at the firm has an equity interest in KKR and shares in our success.

  • Integrity

    We conduct ourselves with integrity in everything we do. Our reputation — as individuals and as a firm — is paramount. Our word is our bond - “we say what we mean and we do what we say.” As a learning organization, we are self-critical — acknowledging our mistakes and trying always to learn from them.

  • Relationship-Driven

    People do business with people they like and trust. As a relationship-driven firm, we are deeply committed to building and sustaining long-term internal and external partnerships, grounded in trust and transparency. We know it takes years to build a strong partnership and reputation, while they can be ruined in just a few minutes. We seek continually to understand and align the interests of all stakeholders, and we treat everyone with fairness, compassion, and respect. We believe that “arrogance kills” and has no place at KKR.

  • Accountability

    We readily accept accountability for our actions, inactions and decisions, both individually and as a firm. We also embrace the implied responsibilities of our one-firm approach: the obligation to speak up and say what we think and to respect and listen to our colleagues. We have the institutional and personal fortitude to say “no,” even at the eleventh hour. We deliver on our commitments — to our stakeholders, our partners, and one another.

  • Innovation

    We are determined to be innovative: questioning accepted wisdom, creating new ideas, offering new approaches, and never resting on our laurels. We are self-starters with a willingness to take prudent risks and find creative solutions to our stakeholders’ needs. We work passionately to retain the entrepreneurial spirit that created our firm and to fight against organizational politics and bureaucracy.

  • Excellence

    We aspire to be the best at what we do and to lead by example. We set high personal and company standards, and then consistently try to exceed them. We attract self-motivated, highly capable, results-oriented people and invest heavily in their development. Our focus on impact and results creates a vibrant and meritocratic environment, directly linking individual performance with the firm’s success.

  • Diversity

    We see tremendous value in and are strongly committed to having a well-rounded, inclusive workplace - one that is reflective of the investors we serve, the companies and other stakeholders with whom we partner, and the communities in which we live and conduct business. We strive to attract, develop, retain, and promote the best possible talent - women and men of all ethnicities and sexual orientations. We believe a team comprised more fully of individuals with diverse backgrounds, experiences, perspectives, and insights will make us a stronger and more effective organization.