Financial Analyst

Posted 5 Days Ago
Atlanta, GA
1-3 Years Experience
Insurance
The Role
The Financial Analyst will consult with Sales to optimize revenue streams and expenses, analyze financial models, aid in month-end closing, and report on portfolio characteristics. This role includes responsibilities for investment analysis and collaboration with rating agencies to enhance capital structures and deliver various reports to management.
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

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POSITION SUMMARY:

Infinity Transportation Equipment Leasing (“ITEL”) is a management arm for Global Atlantic Financial Group and KKR with a current portfolio value of $2B.  ITEL specializes in leasing rail transportation equipment to all major Class I railroads and large commodity companies. We are looking for a proactive and motivated Financial Analyst. This individual will enhance the financial environment by being on-the-ground to learn and account for changes within the portfolio as well as new acquisitions. This role offers the unique opportunity to directly impact the Rail Teams revenue streams and expense items by applying finance and accounting related findings to our financial models. An instrumental hire as the team continues to scale, this individual will be expected to take on more responsibility at a rapid pace.


RESPONSIBILITIES:

  • Function as an internal consultant to help Sales make decisions about originations and renewals involving existing equipment
  • Present conclusionary analysis (e.g., Yield, ROA, MOIC, and WAL) as well as offer investment direction and sensitivity analysis to CFO and others in upper management
  • Participate in month end closing by taking ownership of certain tasks
  • Work with the company’s existing pricing model, while working on continuous improvement of the model and processes and offer correlation analysis in a statistical oriented environment
  • Provide reports to senior management regarding characteristics of the portfolio, including concentrations by a variety of measures including asset type and expiration profile
  • Assist with creation of internal board packages for all asset acquisitions
  • Collaborate with Rating Agencies to help drive create securitizations with efficient capital structures as well as appropriate DSCR covenant protection
  • Present summarization analysis based on public earnings calls, 10-Qs, and 10-Ks literature for key industry players
  • Deliver Ad-hoc reporting to the marketing KKR and Global Atlantic internal teams, and ITEL upper management

 

QUALIFICATIONS:

  • Degree in finance, economics, accounting, or business
  • 2+ years’ experience; will consider recent graduate for ideal candidate
  • Proven expertise with Excel e; familiarity with SQL, Tableau, and Alteryx a plus
  • Proven ability to handle multiple projects simultaneously
  • Constantly looking to improve on processes; never satisfied with the status quo
  • Stakeholder management skills
  • Willingness and eagerness to be an information sponge, with keen attention to detail


LI-CA1


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

Alteryx
Excel
SQL
Tableau
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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