Global Atlantic Financial Group
Investment Operations Analyst
Global Atlantic Financial Group, Boston, Massachusetts, us, 02298
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 .
TEAM OVERVIEW
KKR’s Global Investment Operations team supports the firm’s day-to-day middle office and back office operations that drive business decisions and long-term success. The team collaborates closely with KKR’s Investment Data Operations and Controllership teams to ensure accurate processing and reporting of the investments.
POSITION SUMMARY
The role is responsible for collaborating with various groups within the firm on a variety of projects. The team functions at a high level in a fast-paced environment, consistently collaborating with our finance team, data team members and external agents and counterparties.
ROLES & RESPONSIBILITIES
Operate independently to develop and execute procedures for tracking portfolio investments in multibillion dollar funds
Work across multiple groups to troubleshoot technical and accounting problems
Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown
Reconcile cash and positions across all funds
Processing upcoming activities, contract modifications as per the agent notices
Ensure all deliverables meet quality, consistency and accuracy standards
Liaise closely with global counterparts to resolve all queries on a day-to-day basis
Work with third-party agent banks and custodians
Improve processes and liaise with stakeholders
Interact with the team and the managers from global teams on a regular basis to understand their requirements, reporting needs and possible bottlenecks
Act as a point of escalation for all queries
Manage Process Metrics, KPIs, other dashboards at regular frequency, as required
QUALIFICATIONS
Bachelor's Degree or equivalent work experience required
0-3 years of experience in Residential & commercial real estate operations
Knowledge of loans, bonds, loan syndication preferred
Knowledge of investment strategies like Direct Lending, Mezzanine, CLOs and Asset backed Financing preferred
Experience in a multinational Financial Services organization and/or Private Equity preferred
Strong communication skills and email writing skills
Ability to manage numerous requests and tasks on a daily basis and track/respond to requests in a timely manner
Systems/ Tools/ Applications knowledge:
Advent Geneva
ClearPar
Markit
Advanced proficiency in Excel
Accounting experience preferred
Displays high intellectual curiosity and innovative mindset
Demonstrates highest levels of integrity
Focuses on delivery excellence and accountability
Displays team-work orientation and is highly collaborative
Builds strong relationships with local and global colleagues
Displays behaviors of self-reliance
Exposure to Data Integration, Data Management, Data Accuracy and Robotics
Deep understanding of fixed income products
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 position is $65,000 - $85,000
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.
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Have you worked for any company or third-party provider where you worked on matters involving Global Atlantic Financial Group or KKR in the last 24 months, to include, your current and/or previous employers?
If YES, what company were you working at while involved with a Global Atlantic or KKR account?
Have you applied for a full time or contract position with Global Atlantic within the past 6 months?
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If Yes, please provide the name of the current or former GA or KKR employee and the nature of your relationship with the individual(s).
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