Investment Operations Senior Analyst

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 wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. 

We are 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. 

The KKR-Global Atlantic partnership - The Global Atlantic Story 

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Exceptions and Ratings 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.
• Help design SOX workflows from an Investment Operations perspective.
• Own coordination and data management of portfolio setups in IBOR and ABOR
• Reconcile balances of cash and bonds posted for collateral for derivatives or borrowings.
• Own registration of Private Placement Numbers with the CUSIP Service
• Report positions and trade activity to KKR
• 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.

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

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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,