Investment Operations Analyst - Security Master

Posted 3 Days Ago
Be an Early Applicant
Boston, MA
46K-86K Annually
1-3 Years Experience
Insurance
The Role
The Investment Data Integrity Analyst will support reconciliation processes, manage investment data integrity, analyze large datasets, and assist in enhancing core data systems. This role requires attention to detail, strong analytical skills, and collaboration with IT for process improvements.
Summary Generated by Built In

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

The Global Atlantic & KKR Partnership Story

Greenhouse is our scheduling tool, and we communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling. 

The Investment Operations group supports $180bn+ in assets across various asset classes, including real estate, credit, derivatives, specialty finance, and alternatives.  The Investment Operations Data Integrity Analyst will be an integral contributor towards the execution, enhancements, and build-out of our key control functions and data integration across Global Atlantic’s investment portfolio having broad exposure across all asset classes.  Responsibilities include, but are not limited to:

We are seeking a detail-oriented and analytical individual to join our Investment Operations team as a Data Integrity Analyst. This entry-level position offers an excellent opportunity to gain hands-on experience in investment data management and controls reporting.

Key Responsibilities:

Controls Reporting and Reconciliation

  • Manage reconciliation processes for data sets across multiple platforms including Bloomberg, Clearwater, WSO, and ICE
  • Investigate and resolve data discrepancies affecting risk, analytics, accounting, and reporting
  • Assisting in developing and maintaining our core data system GA Edge
  • Contribute to the ongoing improvement of our core data systems

Data Integrity Management

  • Help maintain the accuracy and consistency of security master data across various platforms
  • Ensure proper execution of controls in compliance with internal and external audit requirements

Data Analysis and Reporting

  • Compile and analyze metrics from large datasets
  • Prepare clear and concise reports on data integrity findings

Process Improvement

  • Collaborate with the IT team to identify opportunities for process automation
  • Contribute ideas for enhancing data management efficiency

QUALIFICATIONS

  • Bachelor’s degree with 0-3 years of Investment support experience required; experience in Investment Operations or Investment Accounting experience with an operational/process focus strongly preferred
  • Proficiency in Microsoft Excel, SQL and Python is a plus
  • Strong analytical and problem-solving skill set required
  • Experience and proficiency in Wall Street Office (WSO), Bloomberg, Clearwater, ICE, or other asset management platforms and data sources preferred
  • Excellent communication and interpersonal skills to work in a fast paced, team environment
  • Ability to navigate complex legal documents to extract investment information
  • Familiarity with databases, and how to utilize them to produce data for analysis
  • Familiarity with bank account structures, bank statements, and reconciliations

#LI-KS1

This role is not eligible for visa sponsorship now or in the future

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. 

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. 

The base salary range for this role is

$47,000$89,400 USD


TOTAL REWARDS STATEMENT 

Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We strive to foster a culture of total well-being through community outreach and charitable giving programs. Click HERE to learn more about our charitable giving programs.

Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family. Global Atlantic was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn more about our Benefits offerings.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws.  More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. Find out more about GA’s commitment to creating a culture of belonging: DE&I and Strategic Pillars

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email [email protected].

Discover more about Global Atlantic below:

2023 Corporate Responsibility Report

Careers Video Channel

Follow Global Atlantic on LinkedIn

Global Atlantic Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws. 

Top Skills

Excel
Python
SQL
The Company
Batesville, IN
1,140 Employees
On-site Workplace
Year Founded: 2004

What We Do

Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.

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