Credit Strategies Analyst / Associate, Global Product Strategy New San Francisco

Kohlberg Kravis Roberts & Co.; Toronto; On-site; CAD 166,000 - 229,000; Full time

Job summary

A leading global investment firm is seeking a Credit Strategies Analyst / Associate based in San Francisco. The role involves supporting marketing and fundraising activities for leveraged credit products, maintaining dialogue with investors, and collaborating closely with internal teams. The ideal candidate will have strong analytical skills and excellent communication abilities, with 1-3 years of relevant experience. This position offers a competitive salary and the potential for a discretionary bonus.

Qualifications

• Strong analytical background with an ability to manage multiple projects.
• Outstanding oral and written communication skills.
• Experience with credit products is preferred.

Responsibilities

• Partner with senior team members on fund structuring and maintenance.
• Maintain open dialogue with investors.
• Coordinate with finance for fund reporting.

Skills

Analytical skills

Communication skills

Team-oriented

Creative thinking

Organization skills

Education

1-3 years in asset management, investment banking or finance

Tools

PowerPoint

Excel

Job description

Overview

Credit Strategies Analyst / Associate, Global Product Strategy

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 Credit Strategies Team, which is part of KKR’s Global Product team, works with the firm’s credit investment platform to provide ongoing fundraising and client support. The team is involved in all aspects of fundraising, marketing and structuring commingled funds and institutional separately managed accounts (“SMAs”), as well as maintaining an ongoing dialogue with clients and limited partners (“LPs”). The team collaborates with investment professionals and deal teams to understand the current portfolio, deal pipeline and overall market dynamics, and helps communicate these investment insights to LPs as well as to other internal stakeholders. The team participates in fundraising activities and is also responsible for the diligence process, where the volume and cadence of client requests can be quite heavy and time sensitive. Other ad-hoc tasks for the Credit Strategies team include creating quarterly presentations, consistently updating marketing materials, and drafting thought-leadership pieces to communicate complex and nuanced topics to a wide range of audiences.

POSITION SUMMARY

The Credit Strategies Team at KKR is looking for an Analyst / Associate to be based in San Francisco. This hire will work exclusively with the firm’s public credit platform on a range of activities including assisting with the development and product support of new funds, supporting marketing / fundraising activities and investor relations. The successful candidate will focus on our leveraged credit products in particular and will be a high-profile member of the team with both internal and external constituents as a source of information and insight about the firm, our product offerings, and the public credit markets.

IDEAL EXPERIENCE

Qualified candidates have spent 1-3 years as an Analyst or Associate at an asset manager, investment bank, private funds / private placements firm, or in another credit / finance-related role. Ideal candidates have been in a group that offers exposure to credit products and analysis. Candidates must be team-oriented with strong analytical backgrounds, outstanding oral and written communication skills, maturity, presence, and sound judgment.

RESPONSIBILITIES

• Partner with senior team members on structuring, raising, and maintaining funds and separate accounts ("SMAs")
• Maintain an open dialogue with investors, and provide ongoing LP and Investor support
• Work closely with Investment professionals and deal teams to understand the current portfolio, deal pipeline, and overall market dynamics, as well as to create and disseminate asset class and portfolio insights
• Collaborate with Sales professionals to pursue new business opportunities and investor relations globally as well as support ongoing fundraising efforts
• Coordinate with Finance / Operations professionals for ongoing fund reporting and communications
• Partner with Legal team and external counsel to prepare legal documents, including PPMs, Prospectus, LPAs, and subscription documents
• Engage with Technology and engineering team on data management and LP reporting
• Create and update marketing materials, quarterly presentations, and draft investor letters
• Heavily involved in the investor diligence process

CRITICAL COMPETENCIES FOR SUCCESS

• Aptitude for critical and creative thinking across the quantitative and qualitative spectrum
• Quick learner with clear intellectual curiosity and self-motivation
• Team-oriented, pro-active communicator
• Interest and prior experience in broader fundraising and product development
• Proven ability to manage demands of multiple teams and projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
• Outstanding oral and written communication skills, including the ability to read information / situations from varying perspectives and tailor messages to suit different audiences
• Meticulous organization skills with an emphasis on attention to detail
• Technical and aesthetic mastery of PowerPoint and Excel
• Content driven with the ability to communicate complex and nuanced topics to a wide range of audiences
• Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams including senior management
• Strong relationship development skills, including remotely, with global teams and with individuals of whom work is being requested

ADDITIONAL INFORMATION

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.

This is the expected annual base salary range for this San Francisco-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 - $165,000 USD

Apply for this job

This posting is intended for candidates located in San Francisco, CA. If you are viewing this on any third-party site, please apply through KKR’s official careers site.

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