Client Reporting Project Coordinator

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.

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