Multi Asset Strategies - Research, Analytics & Portfolio Construction Associate/ Principal

KKR

$150K — $225K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-8 years of relevant experience in asset management or similar fields.
  • Advanced proficiency in Python for quantitative analysis and financial modeling.
  • Strong understanding of financial theory and portfolio construction techniques.
  • Excellent communication skills for presenting complex analyses clearly.
  • Ability to collaborate effectively with various internal stakeholders.
  • Knowledge of risk systems is advantageous.

Responsibilities

  • Conduct original research on strategic portfolio management topics.
  • Enhance proprietary models for client analysis and asset management.
  • Create innovative portfolio construction solutions tailored to client needs.
  • Analyze and update KKR's Capital Market Assumptions periodically.
  • Collaborate with quant teams to integrate insights into portfolio strategies.
  • Engage with fundraising teams and senior stakeholders on client projects.
  • Present research findings and investment insights to clients and senior staff.

Benefits

  • Opportunities for professional development and ongoing training.
  • Engagement in high-impact projects focusing on private and alternative assets.
  • Collaboration with cross-functional teams at KKR.
  • Access to KKR's extensive resources and industry expertise.
Full Job Description
POSITION SUMMARY

KKR is seeking an Associate / Principal to join its Multi-Asset Strategies team focused on Research, Analytics and Portfolio Construction. The role sits at the intersection of investment research, quantitative analysis and portfolio management, with a focus on developing research and proprietary models that inform KKR's thought leadership, client advice, and multi-asset investment mandates. The ideal candidate will combine strong investment judgment and quantitative skills with a practical, creative approach to asset allocation and portfolio construction. Given the role's focus on private and alternative assets, the candidate should be comfortable developing solutions in areas where established market frameworks and data are often limited.

RESPONSIBILITIES
  • Developing original research on asset allocation, portfolio construction, relative value and other strategic portfolio management topics
  • Building and enhancing proprietary models and analytical tools used for client analysis and multi-asset portfolio management
  • Developing innovative approaches to portfolio construction, asset allocation and asset/liability modeling
  • Developing tailored asset allocation and portfolio construction analyses for institutional clients, including investment proposals and ongoing portfolio management
  • Enhancing and periodically refreshing KKR's Capital Market Assumptions, including improving methodologies, expanding asset class coverage and updating assumptions over time
  • Partnering with quant and research teams across KKR to incorporate the firm's insights and capabilities into the Multi-Asset Strategies team's research and portfolio construction work
  • Partnering closely with KCS (fundraising) members and other senior internal stakeholders on client engagements
  • Communicating research and investment insights through thought leadership, client presentations, and discussions with senior internal stakeholders

QUALIFICATIONS

The professional experience/qualifications required for this role include:
  • 3-8 years of experience at an asset management firm, with direct involvement in quantitative investment research, asset allocation, risk management and/or portfolio construction
  • Knowledge of investing fundamentals across a wide range of asset classes, ideally including private markets
  • Advanced Python programming for quantitative analysis and financial modeling, and strong proficiency in Microsoft Office (Excel and PowerPoint)
  • Experience addressing institutional portfolio management challenges through quantitative analysis and original research
  • Thorough understanding of economics, financial theory, portfolio theory, liability modeling, optimization and other portfolio construction techniques
  • Knowledge of risk systems such as MSCI RiskMetrics, Barra, Bloomberg PORT or FactSet a plus
  • Strong interpersonal and partnership skills, including the ability to collaborate effectively with a diverse range of stakeholders
  • Effective written and verbal communication skills, including the ability to translate complex analysis into clear investment conclusions
  • Creative and adaptive thinker with strong analytical judgment and attention to detail
  • Strong academic credentials, with a degree in a quantitative discipline such as economics, finance, computer science, mathematics, statistics, engineering, or a related field

#LI-DNI

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

$150,000-$225,000 USD

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