Insurance Investment Expense Strategy Lead

Careers at KKR • Boston, MA

3d

About The Position

As KKR continues to scale toward our 2030 objectives, we are building the infrastructure and capabilities needed to support sustainable growth across our insurance platform. This role will establish and oversee the investment expense framework for our insurance business, ensuring accuracy, transparency, and operational rigor as we expand. The Insurance Investment Expense Strategy Lead will be responsible for financial reporting, strategic planning, month-end close processes, and expense management across our insurance investment activities. This individual will work closely with Finance leadership, Investment Accounting, Investment teams, Legal, Compliance, and other key stakeholders to deliver insight into expense drivers, model the impact of strategic decisions, and ensure appropriate allocation of deal-related costs across our organizational structure, including parent and insurance entities.

Requirements

• Background in insurance or asset management, with strong understanding of financial accounting, reporting processes, and investment operations
• Experience collaborating across functions including investment teams, legal, technology, risk, operations, and compliance
• Track record of process improvement, with focus on automation, scalability, and controls
• Analytical mindset with ability to translate complex financial information into actionable insights
• Alignment with KKR's values and ability to build effective working relationships across the organization

Responsibilities

• Lead the preparation and delivery of recurring investment expense reporting (monthly/quarterly), providing analysis of key drivers and trends
• Partner with Investment teams and Finance leadership to model the financial impact of new deals, strategies, and structural changes
• Contribute to planning and forecasting processes for investment-related expenses
• Build and maintain scalable processes for allocating and reporting investment and deal-related expenses
• Identify opportunities to automate and improve existing processes, with a focus on scalability and controls
• Support monthly close processes to ensure accurate financial reporting
• Support ad hoc analyses and strategic initiatives as needed
• Conduct financial analysis to evaluate new business opportunities and existing business trends
• Assist with the administration of transaction processes

Benefits

• Discretionary bonus, based on factors such as individual and team performance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed