ABF Investment Associate - Data & Portfolio Analytics

KKR; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

KKR is seeking an Associate for the ABF Investment Management Services Team in Dallas. The role focuses on supporting Asset-Based Finance investments by handling data analysis, settlements and ongoing portfolio management in coordination with the investment team.

The ideal candidate has 3-5 years in financial services with mortgage/consumer data exposure, strong communication, and a proactive, detail-oriented approach to data quality and process improvements.

Qualifications

• Minimum of a Bachelor’s degree.
• 3-5 years of experience within the Financial Services industry with exposure to residential / consumer data.
• Advanced knowledge of MS suite. SQL, Python, or other programming languages are a plus.
• Strong personal initiative, exceptional organization and attention to detail, and ability to learn quickly.
• A track record in accuracy and meeting deadlines in a fast‑paced, growing work environment with high expectations.
• Excellent written, verbal and interpersonal communication skills.
• Team-oriented with strong integrity and professionalism.
• Experience and track record in process improvement and automation.

Responsibilities

• Support the Asset-Based Finance group with data management related to consumer / mortgage loans
• Own and maintain monthly remittance process, troubleshooting cash and data issues with trading counterparties, trustees, servicers, and middle office
• Identify, analyze, and correct data discrepancies to ensure data integrity on the existing portfolio and produce reports to monitor portfolio performance
• Assist in designing standard operating procedures and requirements for supporting technology
• Build out robust reporting to provide analytics and insights on the portfolio
• Analyze borrowing base calculations, concentration requirements, and hedging facilities across portfolios

Skills

Data analysis

Communication

Organization

Teamwork

Initiative

Attention to detail

Learning agility

Education

Bachelor's degree

Tools

SQL

Python

MS Office

Job description

KKR is seeking an Associate for the ABF Investment Management Services Team in Dallas. The role focuses on supporting Asset-Based Finance investments by handling data analysis, settlements and ongoing portfolio management in coordination with the investment team.

The ideal candidate has 3-5 years in financial services with mortgage/consumer data exposure, strong communication, and a proactive, detail-oriented approach to data quality and process improvements.