STAGE (stage.in)

AVP, Mutual Fund Product Manager

Boston

Sponsorship not specifiedDetected 23 days ago

Financial AnalysisExcelLogisticsCommunicationOrganizational SkillsMicrosoft Office

About the role

KKR is a leading global investment firm that offers alternative asset management as well as 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's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group.

Manage implementation of product initiatives and strategic objectives for Mutual Funds
Manage preparation for FVIT Board meetings including project/timeline and agenda management, development and editorial review of written material and exhibits, coordination with Fund and Trustee counsel, administration of online Board books, organization and dissemination of materials to Trustees, and meeting logistics
Manage fund expenses and budgets in coordination with Funds' treasurer, including: budget review and accrual processes
Manage Investment Adviser expenses and profitability including: Adviser expense allocations
Manage prospectus and shareholder report cycles, including timeline management, document development and review, and oversight of distribution processes with third-party vendors

Minimum of 7-10 years in a financial services environment, preferably mutual funds, with demonstrated progression in responsibility
Knowledge of mutual funds and investment structures for VA or other investment-only product platforms
ability to establish orderly systems for maintaining, tracking and easily referencing a variety of complex information and data
Excellent analytical skills including ability to quantify impacts and synthesize data from multiple sources
Highly organized; ability to establish orderly systems for maintaining, tracking and easily referencing a variety of complex information and data
Superior attention to details; process discipline
Strong interpersonal and communication skills (listening, written and verbal communications)
Strong skills in writing and editorial review of written investment-related material
Ability to understand, document, and effectively communicate up and downstream requirements and impacts
Team player, with willingness and flexibility to play outside the lines of their "role"
Adept working with MS Excel, PowerPoint and Word

Range - $135,000 to $148,000
KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws.
Emails sent for unrelated issues, such as following up on an application, will not receive a response.
Only emails left for this purpose will be returned.
Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
An employer who violates this law shall be subject to criminal penalties and civil liability.

You can request reasonable accommodations by sending an email to Benefits@kkr.com.

KKR is an equal opportunity employer.
Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com.

This listing is sourced directly from STAGE (stage.in)'s careers page and normalized into a canonical job model.