Global Wealth Solutions Internal Sales Analyst/ Associate
New York, NY · On-site
$40K - $54K/yr
... CAIA preferred * Series 7 and 63 or 66 required within 3 months of your start date #LI-DNI
Global Wealth Solutions Internal Sales Analyst/ Associate
New York, NY · On-site
$40K - $54K/yr
... CAIA preferred * Series 7 and 63 or 66 required within 3 months of your start date #LI-DNI
Entry Level Caia information
What are the key skills and qualifications needed to thrive as an Entry Level CAIA (Chartered Alternative Investment Analyst), and why are they important?
To thrive as an Entry Level CAIA, you need a solid understanding of alternative investments, financial analysis, and portfolio management, typically supported by a relevant degree and progress towards or completion of the CAIA designation. Familiarity with financial modeling tools, Bloomberg Terminal, and Excel is often required. Strong analytical thinking, attention to detail, and effective communication skills set candidates apart in this field. These skills are crucial for accurate investment analysis, effective client communication, and success in the fast-paced alternative investment industry.
What types of projects and tasks can an Entry Level CAIA expect during their first year on the job?
As an Entry Level CAIA, you can expect to support senior analysts and portfolio managers with research, due diligence, and reporting tasks related to alternative investments such as hedge funds, private equity, or real assets. Your typical responsibilities may include preparing investment memos, analyzing fund performance data, and assisting with client presentations. You'll likely work closely with cross-functional teams, including risk management and compliance, gaining exposure to a wide variety of asset classes. This collaborative environment provides valuable learning opportunities and helps build a strong foundation for future career advancement.
What is an Entry Level CAIA professional?
An Entry Level CAIA professional is someone who has recently earned or is pursuing the Chartered Alternative Investment Analyst (CAIA) designation and is beginning their career in the alternative investments industry. These professionals typically work in roles such as analyst, associate, or junior positions at investment firms, hedge funds, or asset management companies. Their responsibilities often include conducting research, financial analysis, and supporting senior team members in managing alternative investment portfolios. Obtaining the CAIA credential signifies a foundational understanding of alternative assets, including hedge funds, private equity, real assets, and structured products.
What is the difference between Entry Level Caia vs Entry Level Data Analyst?
| Aspect | Entry Level Caia | Entry Level Data Analyst |
|---|---|---|
| Required Credentials | Caia certification, basic data analysis skills | Degree in data science, statistics, or related field; basic data skills |
| Work Environment | Financial services, investment firms, or fintech companies | Business, finance, healthcare, or tech industries |
| Employer & Industry Usage | Used in investment management and financial analysis | Common across various industries for data interpretation |
| Search & Comparison Intent | Understanding entry-level roles in financial data analysis | Exploring entry-level data analysis careers |
Entry Level Caia focuses on financial data analysis within investment and finance sectors, often requiring specific certifications like Caia. Entry Level Data Analyst is broader, applicable across multiple industries, and typically requires a degree in a related field. Both roles involve data interpretation but differ in industry focus and credential requirements.
More about Entry Level Caia jobs
What cities are hiring for Entry Level Caia jobs? Cities with the most Entry Level Caia job openings:
What are the most commonly searched types of Caia jobs? The most popular types of Caia jobs are:
What job categories do people searching Entry Level Caia jobs look for? The top searched job categories for Entry Level Caia jobs are:
$40K - $54K/yr
Other
Posted 29 days ago
Job description
TEAM OVERVIEW
The Global Client Solutions group ("KCS") is KKR's dedicated investor solutions team. KCS was first formed in 2009 to invest in and focus on KKR's relationships with current and potential investors. KKR's Global Wealth Solutions team is part of KCS that is specifically focused on the firm's wealth distribution strategy and goals.
POSITION SUMMARY
The Global Wealth Solutions ("GWS") team seeks to recruit an experienced Internal Sales Analyst/ Associate to work in partnership with the External Relationship Managers that cover financial advisors at private wealth management firms in their respective territories. The ideal candidate will bring a team-orientated work ethic, knowledge of alternative asset classes across private and registered fund structures, a strong inclination for a sales-oriented career path, and an ability to represent the KKR brand with institutional quality in the marketplace. This individual will provide sales support for the Relationship Manager across all aspects of the business in order to drive sales and effectively service client relationships. Additionally, this role will work with the distribution and product development team members of the GWS business, as well as the product and investment teams of each of the relevant businesses at KKR.
RESPONSIBILITIES- Work in partnership and in support of External Relationship Managers to develop and maintain relationships with financial advisors at leading wealth management firms in their respective territories in order to drive sales and AUM growth across private and registered funds
- Provide sales support and service by being proactive with outbound phone calls to both existing and prospective KKR allocators to drive sales and secure meetings for external partner
- Assist in territory management in an efficient and impactful manner, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target marketing
- Conduct follow-up activities with prospective and existing advisors/clients
- Maintain constant and open communication with Relationship Managers to ensure maintenance of daily activities and meeting/call notes in CRM
- Understand and effectively communicate complex alternative investment capabilities across private and registered investment vehicles to existing and prospective clients in a clear and simple fashion, in both verbal and written form
- Maintain a strong understanding of the competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms
- Coordinate internally, with field management, and with sales resources at the private wealth platforms to organize roadshows
- Generate and maintain continuous touchpoints by email and phone with financial advisors to build rapport, trust, and connectivity; assist with client service inquiries and requests, including leading product update calls
QUALIFICATIONS
- 2+ years of sales experience with financial advisors at leading wealth management firms
- Knowledge/ experience in international Wealth Management
- Understanding of financial markets and investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures (interval funds, BDCs, REITs)
- Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position KKR and its capabilities to investors
- Strong organizational skills: ability to prioritize targets and handle a busy calendar of client meetings
- Sufficient comprehension of the marketing and operational elements of private wealth firms
- Effective relationship management and interpersonal skills
- Team player that can collaborate across sales, product, and other functional areas of the firm
- High level of accountability and drive; self-motivated with the ability to work autonomously
- Desired long term career path as an externally focused sales relationship manager
- Proficiency in CRM systems (Salesforce) and Microsoft Office Suite
- Excellent academic credentials including an undergraduate degree from a top tier institution; progress toward CFA and/or CAIA preferred
- Series 7 and 63 or 66 required within 3 months of your start date
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