Client Reporting Project Coordinator
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What you'll do
- Own the scheduling and execution of ~120–150 investor update calls per quarter.
- Coordinate calendars across internal investment teams, senior management, and external investors.
- Ensure all invitations, logistics, and materials are distributed accurately and on time.
- Liaise with deal teams, client services, and operations to collect and finalize presentation materials.
- Ensure version control, accuracy, and timely delivery of all investor-facing documents.
- Track progress and proactively follow up on outstanding deliverables.
- Manage operation of Zoom webinars, including registration, hosting, and recording.
- Provide real-time support during investor calls (introductions, monitoring Q&A, troubleshooting).
- Distribute recordings and materials securely where required.
- Maintain a central reporting tracker with scheduling, materials, and completion status.
- Identify risks to timelines and escalate issues to leadership.
- Drive process improvements to enhance efficiency, accuracy, and investor experience.
What they're looking for
- Exceptional organizational skills – proven ability to manage high-volume scheduling and multiple parallel workflows.
- Strong executive presence – ability to speak up on client calls if issues arise and troubleshooting is needed.
- Excellent written communication – professional, clear, and confident when engaging with senior stakeholders and investors.
- Technology proficiency – Zoom (webinars, hosting, recordings), Microsoft Office Suite (PowerPoint, Outlook).
- Attention to detail – diligent in ensuring accuracy of materials and coordination.
- Project management mindset – proactive in tracking progress, anticipating issues, and delivering to deadlines.
- Experience in executive coordination and/or project management required.
Nice to have
- Background in financial services desirable but not essential.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
COMPANY OVERVIEW
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.
Overview
KKR’s Private Markets Client/Investor Reporting team is seeking a Project Coordinator to lead the end-to-end process mapping and design for our Co-Investment quarterly investor reporting. This role is responsible for project managing and the process design of approximately 120–150 investor calls per quarter, coordinating with investments teams and senior leadership to deliver a high-quality client experience to KKR’s co-investors.
The position combines executive-level coordination, project management, and technical call support. It is an ideal fit for a highly organized professional with experience in managing complex scheduling and investor/client-facing processes.
Key Responsibilities
- Quarterly Investor Call Management
- Own the scheduling and execution of ~120–150 investor update calls per quarter.
- Coordinate calendars across internal investment teams, senior management, and external investors.
- Ensure all invitations, logistics, and materials are distributed accurately and on time.
- Materials Coordination
- Liaise with deal teams, client services, and operations to collect and finalize presentation materials.
- Ensure version control, accuracy, and timely delivery of all investor-facing documents.
- Track progress and proactively follow up on outstanding deliverables.
- Technology & Live Call Support
- Manage operation of Zoom webinars, including registration, hosting, and recording.
- Provide real-time support during investor calls (introductions, monitoring Q&A, troubleshooting).
- Distribute recordings and materials securely where required.
- Process & Project Oversight
- Maintain a central reporting tracker with scheduling, materials, and completion status.
- Identify risks to timelines and escalate issues to leadership.
- Drive process improvements to enhance efficiency, accuracy, and investor experience.
Qualifications & Skills
- Exceptional organizational skills – proven ability to manage high-volume scheduling and multiple parallel workflows.
- Strong executive presence – ability to speak up on client calls if issues arise and troubleshooting is needed.
- Excellent written communication – professional, clear, and confident when engaging with senior stakeholders and investors.
- Technology proficiency – Zoom (webinars, hosting, recordings), Microsoft Office Suite (PowerPoint, Outlook).
- Attention to detail – diligent in ensuring accuracy of materials and coordination.
- Project management mindset – proactive in tracking progress, anticipating issues, and delivering to deadlines.
- Experience in executive coordination and/or project management required.
- Background in financial services desirable but not essential.
#LI-ONSITE
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 Benefits@kkr.com. 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 https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. 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.
Company
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