Employee Capital Services

COMPANY OVERVIEW

KKR & Co. Inc., together with its subsidiaries, 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.

TEAM OVERVIEW

KKR’s Global Finance team oversees the firm’s tax compliance, credit and accounting, and reporting matters to produce analytical insights that drive business decisions and long-term success. The team is responsible for designing efficient frameworks through internal and external data and reports to understand the market environment and business dynamics and implement best practices. The team also collaborates closely with KKR’s Legal and Compliance team to ensure compliance and accurate reporting and performance of our corporate tax entities related to our investment funds. The Finance, Tax, and Accounting team also functions as a support for clients, from onboarding to investor communications and overall relationship management across all asset class, as well as responding to any ad-hoc tax-related requests.

POSITION SUMMARY

The Employee Capital Services (“ECS”) team, which is a new team at KKR, works closely with KKR’s Finance, Legal, Compliance and Human Capital teams to manage the full range of discretionary investment offerings for eligible employee participants and key strategic partners. The team leads the creation, administration and compliance of equity and credit offerings including KKR’s private investment funds, third-party funds managed by KKR’s strategic partners, and portfolio company investments. Employee Capital Services plays a critical role in ensuring that KKR is able to continue to attract and retain the strongest possible talent around the world. The mission of the team also ensures that KKR retains its longstanding tradition of strong monetary alignment with external clients.

The formation of ECS represents the consolidation and evolution of a number of capabilities pertaining to employee exposure to KKR investment opportunities managed across several different teams, including Finance, Human Capital, Tax, Legal, Compliance, Client Services and the Client & Partner Group. ECS will enable KKR to create a leading internal advisory and execution platform for global investing. In so doing, the team will help to create greater alignment with fund limited partners and ensure that KKR is able to recruit and retain the most talented professionals around the world.

One of KKR’s fundamental investment philosophies since inception in 1976 has been to align the interests of the firm and its employees with the interests of fund investors, portfolio companies and other stakeholders. The firm achieves this by encouraging eligible employees to commit their own capital to KKR investment funds.

The formation of ECS and this newly created role are part of a broader transformation that KKR is embarking on to achieve scale to meet our ambitious growth targets.

ROLES & RESPONSIBILITIES

Prepare and manage employee fund investment and portfolio co-invest solicitations

Lead the onboarding and off boarding of global discretionary investing program participants, in close coordination with Human Capital and Compliance colleagues and KKR management

Manage the global investment offerings calendar, working closely with CPG and Finance colleagues

Serve as the key investor relations channel for internal inquiries, working across the firm to source answers and respond to questions pertaining to the overall program, particular offerings, leverage, taxes, and the like

Maintain third-party participant lists and lead quarterly approval processes

Manage participant use of entities including approval process with Finance, Legal and Compliance

Maintain governing materials, including Policy documentation

Manage contact and permission updates for participants and affiliated parties

QUALIFICATIONS

Four-year bachelor’s degree with a strong academic record from an accredited top-tier college or university

5-7 years of relevant work experience in a family office, accounting firm, strategic advisory capacity, the for-profit sector or financial services

Relevant experience with employee benefits, private fund investments and relationship management, preferably working in wealth management, financial services or financial administration

Clear passion for client service and personal investing with knowledge of the private equity and financial sponsor industry

Excellent communication skills (verbal, listening and written)

Excellent interpersonal and teamwork skills and prioritization capabilities

Strong proficiency with technology, including Salesforce, and a keen interest in partnering with KKR’s Engineering team to enhance existing technology systems and forge new capabilities

Highly organized with exceptional attention to detail and excellent follow-through

Grace under pressure, a strong work ethic, and a positive attitude

Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of a broad base of colleagues

Strong analytical and problem solving skills

Ability to identify, escalate, and resolve problems/issues

#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.