Institutional Sales Analyst/ Associate jobs in United States
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KKR · 4 hours ago

Institutional Sales Analyst/ Associate

KKR is a leading global investment firm that offers alternative asset management and capital markets solutions. The role of Institutional Sales Analyst/Associate involves supporting the West Coast Institutional Sales team in fundraising and relationship management efforts, including client analysis, meeting preparation, and CRM database management.

AdviceAsset ManagementFinancial ServicesReal EstateVenture Capital

Responsibilities

Partner closely with the relationship managers and other team members on raising and marketing KKR funds
Understand, analyze and synthesize qualitative and quantitative information about institutional investors
Prepare briefing memos, make recommendations on products appropriate to the investor, suggest new potential clients based on this research
Periodically create and update bespoke marketing materials, quarterly presentations, and reporting materials
Provide ongoing LP support and remain heavily involved when investors are conducting due diligence on KKR funds
Work closely with investment professionals and deal teams to understand existing portfolios, deal pipelines, and overall market dynamics
Work closely with colleagues on the relationship management and product teams on client requests (related to capital raising, diligence and one-off servicing requests), client presentations, sales territory management, and CRM database management
Aid in the development and maintenance of the West Coast Institutional Sales Team business metrics and reports
Assist with other Team projects and initiatives on an ad hoc basis

Qualification

Financial markets experienceCRM database managementPowerPoint proficiencyExcel proficiencyOral communication skillsWritten communication skillsRelationship developmentTeam-orientedAttention to detailCritical thinkingCreative thinkingOrganizational skillsPositive attitudeSelf-starter

Required

~1-3 years of relevant experience
Experience in or exposure to the financial markets
Strong academic record
Proven ability to manage demands of multiple teams and projects in a fast-paced work environment
Ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
Team-oriented / ability to collaborate with others
Outstanding oral and written communication skills
Technical and aesthetic understanding of PowerPoint, Excel and Office
Meticulous organization skills, with an emphasis on very strong attention to detail
Positive attitude with a willingness to help out wherever necessary
Desire to take ownership of projects and see them through to completion
Quick learner and self-starter
Aptitude for critical and creative thinking across the quantitative and qualitative spectrum
Strong relationship development skills for both internal and external relationships
Maturity, presence, sound judgment, and ability to form and express opinions effectively

Preferred

Experience in investment banking, asset management or investment/management consulting

Company

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.

Funding

Current Stage
Public Company
Total Funding
$4.28B
2025-08-04Post Ipo Debt· $900M
2025-05-20Post Ipo Debt· $550M
2025-03-04Post Ipo Equity· $2.25B

Leadership Team

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Hirofumi Hirano (平野 博文)
Member & Chief Executive Officer of KKR Japan
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Scott Nuttall
Co-Chief Executive Officer
Company data provided by crunchbase