Portfolio Implementation Analyst - New York or San Francisco

Careers at KKR • New York, NY

1d

About The Position

The Portfolio Implementation Analyst is a core member of the leveraged credit investment platform, supporting Portfolio Managers in the construction, implementation, and ongoing management of credit
portfolios. The role focuses on translating investment views into portfolio-level decisions through trade sizing, allocations, and execution support, while providing analytical insights that enhance portfolio management and risk oversight.
The position blends portfolio construction, analytics, and operational coordination, including cash management, portfolio modeling, and the development of reporting and analytical tools. The Analyst
works closely with investment, trading, risk, and operational teams, gaining comprehensive exposure to the end-to-end portfolio management process without direct responsibility for credit selection.

Requirements

• Strong analytical and quantitative skills with a high degree of accuracy and attention to detail
• Demonstrated accountability and ownership mentality in managing daily portfolio and trade related tasks
• Ability to operate effectively in a fast-paced, execution-oriented environment with competing priorities
• Clear, professional communication skills and comfort interacting with senior investment professionals
• Strong organizational skills with the ability to manage multiple workflows simultaneously
• Team-oriented mindset with the ability to collaborate across functions and geographies
• Intellectual curiosity and initiative to identify process improvements and enhance technical skill sets
• Willingness and ability to work flexible hours, including early mornings as needed, to support Portfolio Managers across global locations and time zones
• Bachelor’s degree in finance, economics, computer science, or a related field
• ~1–3 years of relevant experience in investment management, trading support, operations, or a related role
• Strong proficiency in Excel
• Demonstrated interest in credit markets, portfolio construction, and investment processes

Nice To Haves

• familiarity with Python, SQL, or VBA is a plus

Responsibilities

• Support Portfolio Managers and Traders in implementing investment decisions across leveraged credit portfolios, including trade sizing, compliance checks, and execution readiness
• Manage daily trade blotters and coordinate purchase and sale approvals, ensuring accuracy, timeliness, and clear communication
• Monitor and forecast portfolio cash balances and assist with liquidity, leverage, and funding management
• Prepare portfolio analytics and ad-hoc data analyses to support internal reviews, portfolio discussions, and client reporting
• Partner with Technology and Data teams to enhance portfolio management systems and improve workflow efficiency through automation and tooling
• Assist with onboarding new mandates, model portfolios, and tactical portfolio reallocations across the platform
• Support CLO trade compliance, ramp execution, and reinvestment activity as needed
• Act as a reliable point of coordination across investment, trading, operations, and technology teams on time-sensitive requests

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level