Insurance Investment Expense Strategy Lead

Insurance Investment Expense Strategy Lead

Des Moines, IA or Boston, MA

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 sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.

The Global Atlantic Corporate Finance team plays a critical role in supporting the financial operations and strategic objectives of KKR's insurance platform. The team is responsible for financial planning and analysis, management reporting, budgeting, and financial close processes across Global Atlantic's insurance entities.

Working closely with Investment teams, Accounting, Legal, Compliance, and other key stakeholders, Corporate Finance provides insight into business performance, models the financial impact of strategic initiatives, and ensures accurate and timely financial reporting across statutory entities and consolidated operations.

As Global Atlantic continues to scale as part of KKR's broader growth strategy, the Corporate Finance team is focused on building scalable processes, enhancing transparency, and delivering the financial infrastructure needed to support the business's expansion and innovation.

As KKR continues to scale toward our 2030 objectives, we are building the infrastructure and capabilities needed to support sustainable growth across our insurance platform. This role will establish and oversee the investment expense framework for our insurance business, ensuring accuracy, transparency, and operational rigor as we expand.

The Insurance Investment Expense Strategy Lead will be responsible for financial reporting, strategic planning, month-end close processes, and expense management across our insurance investment activities. This individual will work closely with Finance leadership, Investment Accounting, Investment teams, Legal, Compliance, and other key stakeholders to deliver insight into expense drivers, model the impact of strategic decisions, and ensure appropriate allocation of deal-related costs across our organizational structure, including parent and insurance entities.

Lead the preparation and delivery of recurring investment expense reporting (monthly/quarterly), providing analysis of key drivers and trends

Partner with Investment teams and Finance leadership to model the financial impact of new deals, strategies, and structural changes

Contribute to planning and forecasting processes for investment-related expenses

Build and maintain scalable processes for allocating and reporting investment and deal-related expenses

Identify opportunities to automate and improve existing processes, with a focus on scalability and controls

Support monthly close processes to ensure accurate financial reporting

Support ad hoc analyses and strategic initiatives as needed

Conduct financial analysis to evaluate new business opportunities and existing business trends

Assist with the administration of transaction processes

Teamwork – KKR operates as an integrated, collaborative organization. This role requires the ability to work effectively across teams and build relationships broadly across the firm.

Integrity – We expect clear communication about risks and thoughtful consideration of impacts to all stakeholders. This role must be willing to surface challenges and provide candid perspective.

Accountability – An ownership mindset and commitment to execution are essential. We are a firm where everyone is expected to contribute to our goals, which sometimes means rolling up your sleeves on detailed work.

Adaptability – Our business evolves, and our teams evolve with it. We expect flexibility and a willingness to embrace change as we scale.

Innovation – We value forward thinking and a willingness to challenge existing processes. Understanding how to leverage technology and apply first principles thinking will be critical to success in this role.

Excellence – We are a lean organization relative to the scale of our business. We expect excellence in every role and a commitment to continuous improvement.

Background in insurance or asset management, with strong understanding of financial accounting, reporting processes, and investment operations

Experience collaborating across functions including investment teams, legal, technology, risk, operations, and compliance

Track record of process improvement, with focus on automation, scalability, and controls

Analytical mindset with ability to translate complex financial information into actionable insights

Alignment with KKR's values and ability to build effective working relationships across the organization

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range

$110,000 - $170,000 USD

This is the expected annual base salary range for this Iowa-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range

$110,000 - $170,000 USD

KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email View email address on click.appcast.io. Emails sent for unrelated issues, such as following up on an application, will not receive a response.

If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access because of your disability. You can request reasonable accommodations by sending an email to View email address on click.appcast.io. 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. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.