Portfolio Implementation Analyst - New York or San Francisco

Описание вакансии

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 Portfolio Implementation Team sits within the leveraged credit platform and plays a critical role in translating investment decisions into accurate, timely, and compliant portfolio actions. The team partners closely with Portfolio Managers, Traders, Research, Operations, and Technology, serving as a central hub for trade execution support, liquidity management, portfolio analytics, and process discipline.

POSITION SUMMARY

The Portfolio Implementation Analyst is a core member of the leveraged credit investment platform, supporting Portfolio Managers in the construction, implementation, and ongoing management of credit

portfolios. The role focuses on translating investment views into portfolio-level decisions through trade sizing, allocations, and execution support, while providing analytical insights that enhance portfolio management and risk oversight.

The position blends portfolio construction, analytics, and operational coordination, including cash management, portfolio modeling, and the development of reporting and analytical tools. The Analyst

works closely with investment, trading, risk, and operational teams, gaining comprehensive exposure to the end-to-end portfolio management process without direct responsibility for credit selection.

ROLES & RESPONSIBILITIES

• Support Portfolio Managers and Traders in implementing investment decisions across leveraged credit portfolios, including trade sizing, compliance checks, and execution readiness
• Manage daily trade blotters and coordinate purchase and sale approvals, ensuring accuracy, timeliness, and clear communication
• Monitor and forecast portfolio cash balances and assist with liquidity, leverage, and funding management
• Prepare portfolio analytics and ad-hoc data analyses to support internal reviews, portfolio discussions, and client reporting
• Partner with Technology and Data teams to enhance portfolio management systems and improve workflow efficiency through automation and tooling
• Assist with onboarding new mandates, model portfolios, and tactical portfolio reallocations across the platform
• Support CLO trade compliance, ramp execution, and reinvestment activity as needed
• Act as a reliable point of coordination across investment, trading, operations, and technology teams on time-sensitive requests

CRITICAL COMPETENCIES FOR SUCCESS

• Strong analytical and quantitative skills with a high degree of accuracy and attention to detail
• Demonstrated accountability and ownership mentality in managing daily portfolio and trade related tasks
• Ability to operate effectively in a fast-paced, execution-oriented environment with competing priorities
• Clear, professional communication skills and comfort interacting with senior investment professionals
• Strong organizational skills with the ability to manage multiple workflows simultaneously
• Team-oriented mindset with the ability to collaborate across functions and geographies
• Intellectual curiosity and initiative to identify process improvements and enhance technical skill sets
• Willingness and ability to work flexible hours, including early mornings as needed, to support Portfolio Managers across global locations and time zones

QUALIFICATIONS

The ideal candidate demonstrates strong analytical ability, attention to detail, and an ownership mindset, with a genuine interest in credit markets and portfolio management.

• Bachelor’s degree in finance, economics, computer science, or a related field
• ~1–3 years of relevant experience in investment management, trading support, operations, or a related role
• Strong proficiency in Excel; familiarity with Python, SQL, or VBA is a plus
• Demonstrated interest in credit markets, portfolio construction, and investment processes

#LI-DNI

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

$110,000—$130,000 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.