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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Investment Operations Analyst
Serve as an Analyst on the Investment Operations teams supporting Global Atlantic’s $170B asset portfolio. The ideal candidate will be able to multi-task under pressure with minimal supervision. Some of the responsibilities will include:
- Oversee daily cash suspense process; help identify and report open items; assist with clearing large and aged items; assist with Open Payables/Receivables reconciliation.
- Own Investment Operations’ relationship with internal/external auditors. Track open items and work across teams to provide support.
- Reconcile balances of cash and bonds posted for collateral for derivatives or borrowings.
- Own registration of Private Placement Numbers with the CUSIP Service
- Support reconciliation of SMF data between IBOR and ABOR
- Collaborate with Investment Accounting and other stakeholders to identify and resolve miscellaneous data feed or reporting issues.
- Collaborate with portfolio managers and investment teams to develop strategies that align with NAIC rating requirements and investment objectives.
- Assist in the implementation and monitoring of processes and controls related to NAIC-rated assets.
- Build and maintain relationships with external stakeholders, including rating agencies, brokers, and insurers.
- Stay informed about regulatory developments and industry trends related to NAIC ratings and insurance investment guidelines.
- Prepare/maintain monthly and quarterly reports on NAIC-rated investments, providing insights and recommendations to senior management.
- Responsible for asset set up for new securities and structured transactions – coordinate with Portfolio Management team to (ii) understand new structures and (ii) build-out infrastructure to support new structures in Global Atlantic’s Investment Management Platform (Aladdin and LMS)
- Set up of SPVs to hold assets and facilitate internal securitization of asset cashflows.
- Inclusive of settlement of loans/assets, onward participation of loans/assets across Global Atlantic Portfolios – coordination with Legal and custody banks.
- Engage in team initiatives to support complex asset structures and process automation.
- Responsible for ongoing asset lifecycle management (Principal and Interest Remittances, Pay-downs, Pay-offs, coupon updates, factor updates, etc.)
- Review cash and asset movement across Global Atlantic custody and trust banks and accounts related to Investment Activity (trades, transfers, etc.)
QUALIFICATIONS
- BS in Finance, Accounting, Economics, Business, or a related major. MBA or CFA a plus
- 1-3 years relevant professional experience
- Experience with ratings/ratings agencies
- Clearwater, Wall Street Office, IHS Markit, Moody’s Analytics, Tableau experience is a plus
- Exceptional attention to detail, placing a high priority on accuracy
- Excellent communication and interpersonal skills
- Advanced organizational skills with the ability to multi-task multiple high priority responsibilities
- Ambition and desire to succeed by delivering quality and effective results
- Positive attitude even when faced with difficult obstacles, issues, or challenges
- Proficiency with Microsoft Office programs. VBA and Visio experience a plus
#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
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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