Investor Diligence Specialist - 18 Month FTC

Reposted 10 Days Ago
Be an Early Applicant
Dublin, IRL
In-Office
Junior
Insurance • Financial Services
The Role
Prepare, coordinate, and deliver RFPs, DDQs, and monitoring requests across asset classes; manage a high-volume pipeline, liaise with investment, legal, compliance, and operations teams, maintain content libraries, and drive process improvements to ensure accurate, consistent client communications under tight deadlines.
Summary Generated by Built In

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.

TEAM 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 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 RFPs, DDQs and 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 requests (RFPs, DDQs, and monitoring requests) for prospects and 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 teams, 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 efficiency, scalability, and consistency of processes, templates, and content libraries.
  • Content Management: Support the maintenance and enhancement of 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: 2+ years of experience in asset management or financial services, with direct exposure to RFIs, DDQs, RFPs, or client reporting.
  • 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- tools.
  • Collaboration & Independence: Strong team player with the ability to independently lead assigned deliverables and take ownership of outcomes.
  • Communication Skills: Clear, concise written communication skills with the ability to translate complex investment concepts into client-friendly language.
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 [email protected]. 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 [email protected]. 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.

Skills Required

  • 2+ years experience in asset management or financial services with direct exposure to RFIs, DDQs, RFPs, or client reporting.
  • Proven ability to perform under tight deadlines and manage multiple deliverables simultaneously.
  • Highly organized with strong attention to detail, ensuring quality and accuracy.
  • Advanced proficiency in Microsoft Excel, Word, and PowerPoint.
  • Experience using proposal management systems, content databases, and AI tools.
  • Strong written communication skills; able to translate complex investment concepts into client-friendly language.
  • Strong understanding of alternative asset classes (private equity, credit, real estate, infrastructure).
  • Experience contributing to workflow optimization, automation, or content standardization initiatives.
  • Experience working with global stakeholders across regions and time zones.
  • Prior experience supporting institutional clients (pensions, insurance companies, sovereign wealth funds).

KKR Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KKR and has not been reviewed or approved by KKR.

  • Fair & Transparent Compensation Pay is considered strong and often characterized as fair, with a success‑based model intended to tie rewards to realized performance. Feedback suggests this structure improves clarity around how outcomes influence compensation.
  • Equity Value & Accessibility Broad‑based employee ownership is emphasized, giving team members access to options, RSUs, and portfolio‑company equity programs that can yield meaningful upside. This approach is positioned as additional value without trading off wages or core benefits.
  • Healthcare Strength Health coverage is described as comprehensive, with standout elements like an on‑site wellness center at the New York headquarters offering primary care, mental health, and preventive services. Wellness programs, nutrition support, and EAP resources further reinforce a robust health offering.

KKR Insights

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The Company
HQ: New York, NY
3,705 Employees
Year Founded: 1976

What We Do

KKR is a leading global investment firm that offers alternative asset management and 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 The Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com and on Twitter @KKR_Co.

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