Investments Compliance Associate

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COMPANY OVERVIEW

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

Global Atlantic is looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us. 

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POSITION OVERVIEW

Global Atlantic is seeking a candidate to join its Investment Trust Compliance team. This is a unique opportunity for an Associate to join a group that is charged with the analysis, evaluation, and communication of compliance across a growing number of mandates.

Responsibilities will include:

• Assist in establishing and structuring investment guidelines for prospective partnerships
• Developing, maintaining, and monitoring daily limit tracking, pre-trade scenario analysis, and proactive impact assessments to investor guidelines requirements and liquidity
• Lead intra-month analysis, forecasting, and remediation efforts to remain in compliance
• Build and maintain models to evaluate monthly roll forwards and produce formal external reporting packages
• Represent investment operations in reinsurance deal structuring and execution
• Review of current infrastructure to identify areas to refine and further develop automated IT solutions and system-based capabilities as well as continuous process enhancements
• Preserving data quality of the investment portfolio by performing data checks, validation reports, and establishing controls
• Develop a deep understanding of Global Atlantic’s investment portfolio and operational profile
• Build relationships with internal functional groups, including investments, asset allocation, analytics, accounting, and investment operations

QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related major. MBA or CFA a plus
• 3+ years relevant professional experience
• Knowledge of fixed income investments and private debt
• Blackrock Aladdin, Clearwater, Bloomberg, and 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

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, Berwyn 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 i