Investment Operations Senior Analyst

Posted 4 Days Ago
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Boston, MA
In-Office
72K-137K Annually
Junior
Insurance
The Role
The Investment Operations Senior Analyst supports $190bn+ in assets by ensuring investment guideline compliance, automating processes, and conducting analysis for the Investments Team.
Summary Generated by Built In

About Global Atlantic 

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. 

POSITION OVERVIEW 

The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below:

  • Develop a broad understanding of all asset classes invested in by Global Atlantic
  • Support day-to-day reviews of investment guideline compliance reports
  • Assist with ongoing automation efforts
  • Launch of new sidecar compliance processes
  • Help respond to client inquires
  • Run ad-hoc analysis / scenario-based testing for our Investments Team

 QUALIFICATIONS

  • Bachelor’s degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor’s degree in Economics, Finance, Accounting, or a related field)
  • Understanding of Fixed Income asset
  • Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments.
  • Strong analytical and problem solving skill set
  • Ability to work with Portfolio Managers and senior management
  • Excellent communication and interpersonal skills to work in a fast paced, team environment

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Global Atlantic EEOC Statement
Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.

The base salary range for this role
$72,000$136,800 USD

Privacy Statement

Our employees are in the office 5 days per week in New York and 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

Analysis Tools
Asset Management
Automation
Fixed Income
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The Company
Batesville, IN
1,140 Employees
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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