Operations - Portfolio Monitoring Unit (Private markets) - Analyst

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
•    Ongoing valuation analysis, including Discounted Cash Flow, Relative Value, Enterprise Value Waterfall assessment
•    Monitoring the delivery of financial updates from portfolio companies
•    Support the portfolio company data collection process
•    Preparation of quarterly reviews
•    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
•    Excellent investing and financial acumen, with the ability to quickly disseminate and analyze financial reporting
•    Financial modeling experience and capable of building and interpreting financial models
•    Analytical and inquiring mindset, with a willingness to develop new skills
•    Commercial awareness and a good understanding of financial statements and structures
•    Strong academic background with graduate degree preferred
•    Relevant professional qualification (ACA, CFA, ACCA or similar)
•    Strong communication skills, including the ability to deliver impactful presentations to internal and external stakeholders
•    The ability to multi-task and execute a wide range of assignments, with competing deadlines
•    Excellent written and verbal communication skills