KKR→
Institutional Sales Analyst/ Associate at KKR in San Francisco
Entry LevelOn-siteFull-timeSan Francisco$120k–$150k/yr
Skills
financial markets experiencecrm database managementpowerpoint proficiencyexcel proficiencyoral communication skillswritten communication skillsteam collaborationproject ownershipattention to detailcritical thinkingrelationship development
Job Description
Summary: KKR is a leading global investment firm that offers alternative asset management and capital markets solutions. They are seeking an Analyst/Associate to support the West Coast Institutional Sales team in fundraising and relationship management efforts, including client analysis, meeting preparation, and CRM database management.
Responsibilities:
- Partner closely with the relationship managers and other team members on raising and marketing KKR funds
- Understand, analyze and synthesize qualitative and quantitative information about institutional investors
- Prepare briefing memos, make recommendations on products appropriate to the investor, suggest new potential clients based on this research
- Periodically create and update bespoke marketing materials, quarterly presentations, and reporting materials
- Provide ongoing LP support and remain heavily involved when investors are conducting due diligence on KKR funds
- Work closely with investment professionals and deal teams to understand existing portfolios, deal pipelines, and overall market dynamics
- Work closely with colleagues on the relationship management and product teams on client requests (related to capital raising, diligence and one-off servicing requests), client presentations, sales territory management, and CRM database management
- Aid in the development and maintenance of the West Coast Institutional Sales Team business metrics and reports
- Assist with other Team projects and initiatives on an ad hoc basis
Required Qualifications:
- ~1-3 years of relevant experience
- Experience in or exposure to the financial markets
- Strong academic record
- Proven ability to manage demands of multiple teams and projects in a fast-paced work environment
- Team-oriented / ability to collaborate with others
- Outstanding oral and written communication skills
- Technical and aesthetic understanding of PowerPoint, Excel and Office
- Meticulous organization skills, with an emphasis on very strong attention to detail
- Positive attitude with a willingness to help out wherever necessary
- Desire to take ownership of projects and see them through to completion
- Quick learner and self-starter
- Aptitude for critical and creative thinking across the quantitative and qualitative spectrum
- Strong relationship development skills for both internal relationships and external client and prospect relationships
- Maturity, presence, sound judgment, and ability to form and express opinions effectively to cross-divisional teams
Required Skills: Financial markets experience, CRM database management, PowerPoint proficiency, Excel proficiency
Important Skills: Oral communication skills, Written communication skills, Team collaboration
Nice-to-Have Skills: Project ownership, Attention to detail, Critical thinking, Relationship development
Benefits: Discretionary bonus
Benefits
Discretionary bonus