Analyst, Chief Investment Office, Insurance

stage; New York (NY); On-site; USD 85,000 - 130,000; Full time

Job summary

KKR Insurance Investments is seeking an Analyst or Associate to join the Investments Management team. You will support strategic initiatives, prepare analyses, and coordinate materials for governance and leadership discussions.

The role offers exposure to multiple investment teams and direct interaction with senior management. Ideal candidates are analytically strong, detail-oriented, and eager to learn across priorities while supporting capital allocation for assets exceeding $200bn.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• 1–3 years in financial services; IB, asset management, capital markets, insurance, or corporate strategy experience a plus.
• Strong analytical skills; proficient in Excel and PowerPoint; clear written and verbal communication.

Responsibilities

• Support strategic initiatives and Investments leadership priorities, including business planning and NII initiatives.
• Build and maintain Excel analyses and financial models; track metrics; summarize findings for management discussions.
• Prepare materials for Investments leadership; coordinate deal review and investment committee materials.

Skills

Analytical skills

Excel

PowerPoint

Clear communication

Education

Bachelor's degree in Finance/Economics

Tools

Excel

PowerPoint

Job description

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 Insurance Investments team is a group of 45 dedicated professionals with deep connectivity to the broader KKR platform. A tenured team with experience across market cycles, it operates with direct access to KKR's global resources across Private Equity, Global Macro & Asset Allocation, Real Assets, and Credit & Markets.

KKR Insurance's Co-Chief Investment Officers, together with the Investment Committee, retain ultimate control over the investment portfolio, including strategy and asset allocation for KKR Insurance's balance sheet and its sponsored third-party vehicles. KKR's investment teams provide the asset-class expertise and scale to directly originate high-quality assets suited to insurance balance sheets, based on the strategies and guidelines KKR Insurance sets.

ROLE OVERVIEW

We are seeking an Analyst or Associate to join the Investments Management team within KKR Insurance Investments. The role offers an opportunity to gain a broad view of the investment business and work with the team supporting the Co-Chief Investment Officers and portfolio managers overseeing $200+bn of assets. The team works across the Investments organization and broader KKR platform on strategic initiatives, business planning, governance and communications with internal and external stakeholders.

The successful candidate will be an analytically strong, detail-oriented self-starter who is eager to learn and comfortable working across multiple priorities. Working with the Chief of Staff and Investments leadership, the Analyst / Associate will help prepare analysis and presentations, coordinate projects and meetings, and synthesize information to support senior management discussions and decisions.

RESPONSIBILITIES

Strategy & Business Planning

• Support research, analysis and coordination for strategic initiatives and Investments leadership priorities, including business planning and net investment income (NII) initiatives
• Build and maintain Excel analyses and financial models, track business metrics and summarize findings for management discussions
• Assist with business planning, reporting and preparation of materials for Investments leadership
• Help prepare materials and coordinate follow-ups for deal review and investment committee processes

Management & Operating Cadence

• Coordinate agendas, materials, action items and follow-ups for investment committees and team meetings
• Assist with recruiting, onboarding, junior talent programs and other team initiatives
• Help prepare communications and materials for town halls, staff meetings and offsites
• Work with colleagues across Investments and other KKR teams to gather information, track deliverables and support project execution

Communications & Stakeholder Reporting

• Develop clear, accurate PowerPoint presentations, talking points and supporting analysis for senior management, quarterly business reviews (QBRs) and Board materials
• Assist with gathering and organizing information for regulatory, investor relations and ratings agency reporting
• Support content development for internal and external presentations, investment case studies and recurring leadership communications

Special Projects & Initiatives

• Support cross-functional projects and business integration initiatives through analysis, research and coordination
• Identify opportunities to improve reporting, data quality and team processes, and assist with implementation
• Contribute to ad hoc analyses and special projects as business priorities evolve

QUALIFICATIONS

• Bachelor's degree, preferably in Finance, Economics, Business or a related field
• Approximately 1-3 years of experience in financial services; second- or third-year analysts and first-year associates are encouraged to apply. Experience in investment banking, asset management, capital markets, insurance, corporate strategy or related roles is a plus.
• Strong analytical skills and proficiency in Excel and PowerPoint; ability to work with financial information and translate findings into concise, polished materials
• Interest in using AI-powered tools thoughtfully to improve productivity and quality of work
• Clear written and verbal communication skills; ability to synthesize complex topics for different audiences