COMPANY OVERVIEW

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

Overview

The Client and Product Services Team (CAPS) supports KKR’s global distribution and client retention efforts by delivering high-quality, timely, and strategically positioned responses to prospect and existing client information requests. This includes the completion of Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and other client monitoring-related deliverables. The team partners closely with investment, product, legal, compliance, and operations stakeholders to ensure accurate, consistent, and compelling messaging across KKR’s expanding platform.

The Consultant will play a key role in the end-to-end execution of client monitoring requests, contributing to both day-to-day delivery and ongoing process improvements.

Key Responsibilities

End-to-End Execution: Own the preparation, coordination, and timely delivery of monitoring requests (RFIs, DDQs, and ad hoc client inquiries) for existing clients across asset classes.
Pipeline Management: Manage a high-volume pipeline of concurrent requests, prioritizing deliverables to meet tight deadlines while maintaining accuracy, consistency, and quality.
Cross-Functional Collaboration: Coordinate with Product Strategy teams and subject matter experts across investment, legal, compliance, risk, and operations to source content, validate data, and obtain required approvals.
Content Quality & Consistency: Ensure responses align with approved firm messaging, disclosures, and style guidelines; proactively flag inconsistencies or outdated content.
Product & Strategy Knowledge: Develop and maintain a strong working knowledge of KKR’s investment strategies and products across asset classes to support high-quality client deliverables.
Process Improvement: Contribute to initiatives aimed at improving the efficiency, scalability, and consistency of client monitoring processes, templates, and content libraries.
Content Management: Support the maintenance and enhancement of the content library and internal reference materials to enable faster and more consistent responses.
Stakeholder Communication: Provide clear status updates to internal stakeholders and escalate risks or timing challenges as appropriate.

Minimum Requirements

Experience: 5+ years of experience in asset management or financial services, with direct exposure to RFIs, DDQs, RFPs, or client reporting deliverables.
Execution in Fast-Paced Environments: Proven ability to perform under tight deadlines and manage multiple deliverables simultaneously in a dynamic environment.
Organizational & Attention to Detail: Highly organized and detail-oriented, with a strong focus on quality, accuracy, and completeness.
Technical Proficiency: Advanced proficiency in Microsoft Excel, Word, and PowerPoint; experience using proposal management systems, content databases, and AI-enabled tools.
Collaboration & Independence: Strong team player with the ability to independently lead assigned deliverables and take ownership of outcomes.
Communication Skills: Clear and concise written communication skills, with the ability to translate complex investment concepts into client-friendly language.

Preferred Experience / Skills

Industry Knowledge: Strong understanding of the asset management industry, with experience across alternative asset classes such as private equity, private and public credit, real estate, and infrastructure.
Client-Facing Orientation: Prior experience supporting institutional clients (e.g., pensions, insurance companies, sovereign wealth funds) preferred.
Process & Systems Mindset: Experience contributing to workflow optimization, automation, or content standardization initiatives.
Global Firm Exposure: Experience working with global stakeholders across regions and time zones.

#LI-ONSITE

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.

Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.

Investor Diligence Specialist 18-Month FTC

Job Description