Capstone NGT Analyst/Associate

KKR

$140K — $165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years in software-focused investment banking, consulting, growth equity, or relevant industry roles
  • Passion for growth-stage software businesses
  • Strong business analysis and financial modeling skills
  • Proficient in advanced quantitative analyses, especially using Excel and data tools like Alteryx or Tableau
  • Experience applying AI tools for productivity improvements
  • Excellent project management and initiative-taking abilities
  • Outstanding verbal and written communication skills with executive-level engagement capability
  • Demonstrated integrity and commitment to teamwork and KKR's values

Responsibilities

  • Partner with portfolio companies to implement value creation strategies
  • Develop management playbooks for key operational initiatives
  • Drive collaboration across KKR's Technology Growth program
  • Assist investment teams with sourcing and diligence of new investments

Benefits

  • Opportunities for performance-based discretionary bonuses
  • Dynamic work environment across multiple portfolio companies
  • Collaboration with senior executives and investment professionals
  • Professional development in cutting-edge technology trends and AI
  • Strong emphasis on teamwork and mutual support within the organization
Full Job Description
POSITION SUMMARY

This Associate role will be dedicated to KKR's Technology Growth Equity (Next Generation Technology) strategy, based in either New York or San Francisco. The Associate will partner closely with portfolio company management teams and KKR investment professionals to drive operational value creation across KKR's Technology Growth platform.

RESPONSIBILITIES
  • Partner with portfolio company management teams to execute on dedicated value creation initiatives including strategic quantitative and qualitative analysis
  • Refine and develop management playbooks for high-value operational initiatives (e.g., AI code generation in engineering organization, salesforce effectiveness, agentic platform strategy, gross margin improvements, etc.)
  • Drive cross-portfolio collaboration program across KKR's Technology Growth platform including development of AI centers of excellence (GTM, Office of the CFO, Product, Engineering, Customer Success), vendor management, community events, and portfolio talent
  • Collaborate with investment teams on new investment sourcing and due diligence efforts


QUALIFICATIONS AND SKILLS
  • 2-3 years of experience in software-focused investment banking, management consulting, growth equity or venture capital, or in-industry roles such as business operations, strategy, or revenue operations
  • Genuine enthusiasm and intellectual curiosity for growth-stage software businesses
  • Strong foundation in fundamental business analysis with the ability to build and maintain detailed financial models to evaluate and support growth-stage technology investments
  • Proactive and strategic thinker with demonstrated ability to gather data and perform advanced quantitative analyses, primarily in Excel, with experience in larger dataset tools such as Alteryx or Tableau
  • Comfortable using AI tools in day-to-day work and proactive about applying them to improve team productivity
  • Excellent project management skills with the ability to take initiative, resolve issues, and deliver results
  • Outstanding interpersonal and communication skills, both verbal and written, with the ability to engage clearly and professionally with company executives and investment professionals at all levels
  • Unquestioned integrity, strong work ethic, and a commitment to teamwork, excellence, and KKR's core values


CRITICAL COMPETENCIES FOR SUCCESS
  • Operational ownership and accountability - takes initiative and drives results with a general manager mindset
  • Analytical rigor - applies structured, data-driven thinking to complex operational and strategic problems
  • Adaptability - thrives in fast-paced, dynamic environments across multiple portfolio companies and workstreams
  • Executive presence - communicates with clarity and confidence across all levels of an organization
  • Collaborative partnership - builds trusted relationships with management teams, investment professionals, and cross-functional stakeholders
  • Technology fluency - maintains a current, informed perspective on software, AI, and growth-stage technology trends
  • Intellectual curiosity - continuously seeks to learn, improve, and apply new frameworks and tools
  • Integrity and professionalism - upholds the highest standards of conduct consistent with KKR's values


This is the expected annual base salary range for this New York-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range

$140,000-$165,000 USD

This is the expected annual base salary range for this San Francisco-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range

$140,000-$165,000 USD

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