Investor Diligence Specialist 18-Month FTC

Added
14 days ago
Type
Full time
Salary
Salary not provided

Related skills

financial services asset management ai tools microsoft excel microsoft powerpoint

๐Ÿ“‹ Description

  • Own the preparation, coordination, and timely delivery of monitoring requests (RFIs, DDQs, and ad
  • Manage a high-volume pipeline of concurrent requests, prioritizing deliverables to meet tight
  • Coordinate with Product Strategy teams and subject matter experts across investment, legal
  • Ensure responses align with approved firm messaging, disclosures, and style guidelines; proactively
  • Develop and maintain a strong working knowledge of KKR's investment strategies and products across
  • Contribute to initiatives aimed at improving the efficiency, scalability, and consistency of client

๐ŸŽฏ Requirements

  • 5+ years of experience in asset management or financial services, with direct exposure to RFIs
  • Proven ability to perform under tight deadlines and manage multiple deliverables simultaneously in
  • Highly organized and detail-oriented, with a strong focus on quality, accuracy, and completeness.
  • Advanced proficiency in Microsoft Excel, Word, and PowerPoint; experience using proposal management
  • Strong team player with the ability to independently lead assigned deliverables and take ownership
  • Clear and concise written communication skills, with the ability to translate complex investment
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