Customized Portfolio Solutions - Product Strategy Analyst/Associate

Careers at KKR • New York, NY

4d • $125,000 - $175,000

About The Position

KKR’s Customized Portfolio Solutions (CPS) team is seeking an Analyst/Associate to support senior CPS Product Strategy professionals within the KKR Solutions platform in the Global Client Solutions Group. CPS delivers bespoke, alpha-focused private equity engagement for KKR’s most strategic institutional and family office clients, with a solutions-oriented relationship centered on portfolio construction and asset allocation rather than individual products. The role supports CPS capital formation across primaries, co-investments, and secondaries, working closely with senior CPS leadership and investment teams.

The position supports senior CPS professionals and global sales teams by developing client materials and analyses, helping launch new mandates and solutions, managing investor communications and requests, and researching investor demand and market trends. It also involves building internal relationships and coordinating needs across sales and investment teams.

Requirements

• Bachelor’s degree.
• Working knowledge of private markets, asset allocation, and portfolio construction, with a desire to deepen expertise.
• Highest-level expertise in PowerPoint and Excel, both technical and aesthetic, for creating content for broad distribution across KKR channels.
• Proven ability to manage multiple workstreams in a fast-paced environment and prioritize effectively.
• Strong analytical skills and ability to think critically across quantitative and qualitative aspects.
• Exceptional oral and written communication skills, with the maturity and judgment to engage cross-divisional teams, including senior management.
• Intellectual curiosity, ownership, and accountability, with a collaborative, relationship-oriented attitude.
• Meticulous attention to detail, discretion, and integrity when handling confidential information.

Nice To Haves

• One to four years of experience at an investment bank, asset management firm, private markets investor, or placement agent.
• Prior client-facing experience or a desire to engage externally.
• Experience in private markets products and understanding of asset allocation and portfolio construction across private markets.
• Exposure to model portfolios, primaries, co-investments, or secondaries.

Responsibilities

• Support senior CPS professionals and global sales teams with information on CPS offerings and bespoke private equity solutions.
• Create bottoms-up multi-asset and private markets content, including client presentations, portfolio construction analyses, model portfolio materials, and thought leadership.
• Assist with new mandates and solutions launches across primaries, co-investments, and secondaries, coordinating with investment, sales, legal, and operations teams.
• Manage client-specific follow-up requests and projects, maintain investor communications, and track the prospect pipeline.
• Research the competitive landscape, investor demand, and market and asset allocation trends.
• Build internal relationships and help prioritize sales and investment team needs.

Benefits

• Employees may be eligible for a discretionary bonus based on factors such as individual and team performance.
• Reasonable accommodations are available as required by applicable law.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level