Institutional Sales Analyst/ Associate

Careers at KKR • San Francisco, CA

70d • $120,000 - $150,000

About The Position

KKR is seeking an Analyst/Associate to work alongside members of the West Coast Institutional Sales team. In this role, they will be supporting a team of four senior Relationship Managers alongside one senior Sales Specialist on their fundraising and relationship management efforts. The successful hire will work closely with the West Coast relationship management team on tasks including client analysis and briefing notes, meeting preparation, sales territory management, client follow-ups related to capital raising as well as one-off servicing requests, CRM database management and periodically working with the product strategy teams on client presentations.

Requirements

• 1-3 years of relevant experience
• Experience in or exposure to the financial markets, whether in investment banking, asset management or investment/management consulting

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

Benefits

• Discretionary bonus based on individual and team performance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree