Operations - Portfolio Monitoring Unit (Credit) - Analyst

Reposted 2 Days Ago
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Gurugram, Haryana, IND
In-Office
Mid level
Insurance • Financial Services
The Role
Monitor and analyze KKR's revolving credit portfolio: evaluate financial statements, perform valuation and sensitivity analyses, build and maintain financial models, prepare quarterly Investment Committee reviews, reconcile audited vs management financials, and engage with portfolio companies and advisors to inform refinancings, restructurings, and exits.
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.

KKR's Gurugram office provides best-in-class business operations services and solutions to our internal stakeholders and clients, drives organization-wide process efficiency and transformation, and reflects KKR's global culture and values of teamwork and innovation. The office contains multifunctional business capabilities and is integral in furthering the growth and transformation of KKR. The office was established with an initial concentration of finance, operations, and technology personnel, followed by the expansion of additional functions and capabilities. KKR’s creation of a Gurugram office builds upon the firm's momentum in India and bolsters its existing presence in Mumbai.

TEAM OVERVIEW
In 2016 KKR set up a dedicated portfolio team to help monitor and manage its global Private Credit portfolio. The Portfolio Monitoring Unit (PMU) is responsible for the analysis of company financial statements, asset valuation, financial modelling, and ongoing asset and portfolio risk analysis. 
POSITION SUMMARY
The Analyst/Senior Analyst will be tasked with monitoring KKR’s revolving credit portfolio and will partner closely with management, investment team members and senior leadership to track portfolio company performance, monitor liquidity levels, and assess performance against credit KPIs. The individual will be expected to deliver quarterly Investment Committee reviews, build and maintain financial models, and engage directly with portfolio companies to inform strategic decisions on portfolio management including refinancings, restructurings, and exits.

ROLES & RESPONSIBILITIES
•    Assessment of underlying portfolio company performance, through detailed financial statement evaluation
•    Financial and commercial risk assessment of companies, feeding into portfolio risks
•    Financial modelling and sensitivity analysis
•    Ongoing valuation analysis, including Discounted Cash Flow, Relative Value, Enterprise Value Waterfall assessment
•    Monitoring the delivery of financial updates from portfolio companies
•    Preparation of quarterly reviews and presentation to Investment Committee
•    Reconciliation of financial reporting between audited and management financials
•    Engaging with third party advisors as required

QUALIFICATIONS
•    3+ years relevant experience (i.e. investment banking, private equity, corporate / leveraged lending, corporate finance, transaction services, restructuring, corporate audit and valuations). Portfolio and credit risk experience highly valued
•    Relevant professional qualification (ACA, CFA, ACCA or similar)
•    Analytical and inquiring mindset, with a willingness to develop new skills
•    Strong academic background with graduate degree preferred
•    Commercial awareness and a good understanding of financial statements and structures
•    Financial modelling experience
•    Strong communication, report writing and organisation skills

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

  • 3+ years relevant experience (investment banking, private equity, corporate/leveraged lending, corporate finance, transaction services, restructuring, corporate audit, valuations)
  • Relevant professional qualification (ACA, CFA, ACCA or similar)
  • Financial modelling experience
  • Strong understanding of financial statements and capital structures
  • Portfolio and credit risk experience
  • Strong communication, report writing and organisational skills
  • Analytical and inquiring mindset with willingness to develop new skills
  • Graduate degree

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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