Principal, Insurance And Operational Due Diligence
KKR
New York, United States
On-site
Coordinate operational due diligence process
Manage insurance diligence materials
Prepare rfps, rfis, and ddqs
The Operational Due Diligence (ODD) Lead & Insurance Diligence Lead will coordinate and manage the firm’s operational due diligence process across institutional investors, consultants, and prospective clients
Job Summary
The Operational Due Diligence (ODD) Lead & Insurance Diligence Lead will coordinate and manage the firm’s operational due diligence process across institutional investors, consultants, and prospective clients.
This role will serve as a key point of coordination for operational due diligence inquiries, materials, and meetings, ensuring accurate and consistent communication of the firm’s operational infrastructure, governance, risk management, and controls.
The role will also lead the coordination and completion of firm-level operational due diligence questionnaires and help facilitate operational due diligence meetings with institutional clients and consultants.
Matching Summary
The Operational Due Diligence (ODD) Lead & Insurance Diligence Lead will coordinate and manage the firm’s operational due diligence process across institutional investors, consultants, and prospective clients.
Skills & Requirements
Must-have
Coordinate operational due diligence process
Manage insurance diligence materials
Prepare RFPs, RFIs, and DDQs
Communicate operational infrastructure and controls
Maintain due diligence questionnaires
Nice-to-have
Streamline diligence processes
Improve documentation management
Knowledge of asset management industry
Key Requirements
10+ years of experience in due diligence/RFP/RFI/DDQ execution
Experience supporting institutional investor operational due diligence
Experience working with institutional consultants and clients
Bachelor’s Degree
FINRA Series 7 and Series 63 licenses required
Strong understanding of due diligence frameworks
Experience with DDQ databases and consultant platforms