Global Atlantic Financial Group
Associate, Asset and Ratings Surveillance Boston, Massachusetts, United States
Global Atlantic Financial Group, New York, New York, us, 10261
Associate, Asset and Ratings Surveillance
at Global Atlantic Financial Group 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 SUMMARY: Serve as an Associate overseeing the surveillance of Global Atlantic’s structured investments, including monitoring asset ratings, investment performance, deal activity, deal efficiency and market opportunities. The ideal candidate will be able to independently analyze investment data, communicate investment data effectively with key stakeholders and formalize monitoring processes. RESPONSIBILITIES: Support rating surveillance process on all GA-structured transactions (100% owned or syndicated).
Prepare rating agency package (updated deal model inclusive of rating agency stress scenarios, latest investor reports, borrower financial statements, asset performance reports). Coordinate with the various stakeholders any information requests by the agencies.
Keep up to date performance/asset level data in GA Structuring folder. Get updated underlying asset information in coordination with PM, KKR and TPA teams. Roll forward transaction model in Intex or other excel template. Manage all rating agency requests and updates. SPV Asset Management. Monitor performance of key tests and triggers. Monitor rating action of public issuance across sectors to stay ahead of potential assumption changes. Consider any changes to structure to better optimize capital (NAIC and BMA) or protect against performance issues. Primary point of contact for TPAs (Goal, WTNA, Vistra etc). Finalize deal models on intex platform with handoff from transaction lead. Coordinate any underlying document amendments with transaction lead. Monthly Cashflow reconciliation (and to normalize/analyze inconsistencies). Part of team supporting for internal GA teams on portfolio (with oversight from transaction leads).
Analytics Risk Finance/Tax/Acct
Work with valuations team on pricing and cashflow support where needed given usage of transaction models. Answer transaction model questions and provide any documentation/performance data requested from teams generally. Perform income reconciliation for Sidecar vehicles and other measures. QUALIFICATIONS: Bachelor’s degree 6+ years of relevant experience at an asset manager, insurance company or related field. Masters degree a plus. Understanding of Structured Asset Based Financed 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. Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus). Self-starter with ability to work independently and build proper processes. “To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.” #LI-CA1 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 benefits@gafg.com 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. First Name Last Name Preferred First Name Email Phone Resume/CV Paste Resume/CV Paste How did you hear about this job? (if you were referred, please indicate the name of your referrer) 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? What is your desired salary (break out bonus and base)? What is your current Company Name or if you are not working, the name of your last Company where you were employed? What is your current Job Title? If you are not working, what was your Job Title in your last role? Do you have a family member that works or has worked for Global Atlantic or KKR? 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). Are you legally authorized to work in the United States? Will you require our company to sponsor you to obtain, maintain, or extend current or future U.S. Employment/ Work Authorization? (Please note, this may refer to, but may not be limited to an F-1 CPT/ F-1 OPT/ STEM OPT status, H1B Visa Petition, O1 Visa Petition, E-3 Petition, J-1 status, TN status, H-1B1 status and 'job flexibility benefits' including I-140 portability or adjustment of status portability for long-delayed adjustment of status applications that have been pending for at least 180 days or longer.) If you replied yes to the question above, please explain.
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at Global Atlantic Financial Group 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 SUMMARY: Serve as an Associate overseeing the surveillance of Global Atlantic’s structured investments, including monitoring asset ratings, investment performance, deal activity, deal efficiency and market opportunities. The ideal candidate will be able to independently analyze investment data, communicate investment data effectively with key stakeholders and formalize monitoring processes. RESPONSIBILITIES: Support rating surveillance process on all GA-structured transactions (100% owned or syndicated).
Prepare rating agency package (updated deal model inclusive of rating agency stress scenarios, latest investor reports, borrower financial statements, asset performance reports). Coordinate with the various stakeholders any information requests by the agencies.
Keep up to date performance/asset level data in GA Structuring folder. Get updated underlying asset information in coordination with PM, KKR and TPA teams. Roll forward transaction model in Intex or other excel template. Manage all rating agency requests and updates. SPV Asset Management. Monitor performance of key tests and triggers. Monitor rating action of public issuance across sectors to stay ahead of potential assumption changes. Consider any changes to structure to better optimize capital (NAIC and BMA) or protect against performance issues. Primary point of contact for TPAs (Goal, WTNA, Vistra etc). Finalize deal models on intex platform with handoff from transaction lead. Coordinate any underlying document amendments with transaction lead. Monthly Cashflow reconciliation (and to normalize/analyze inconsistencies). Part of team supporting for internal GA teams on portfolio (with oversight from transaction leads).
Analytics Risk Finance/Tax/Acct
Work with valuations team on pricing and cashflow support where needed given usage of transaction models. Answer transaction model questions and provide any documentation/performance data requested from teams generally. Perform income reconciliation for Sidecar vehicles and other measures. QUALIFICATIONS: Bachelor’s degree 6+ years of relevant experience at an asset manager, insurance company or related field. Masters degree a plus. Understanding of Structured Asset Based Financed 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. Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus). Self-starter with ability to work independently and build proper processes. “To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.” #LI-CA1 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 benefits@gafg.com 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. First Name Last Name Preferred First Name Email Phone Resume/CV Paste Resume/CV Paste How did you hear about this job? (if you were referred, please indicate the name of your referrer) 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? What is your desired salary (break out bonus and base)? What is your current Company Name or if you are not working, the name of your last Company where you were employed? What is your current Job Title? If you are not working, what was your Job Title in your last role? Do you have a family member that works or has worked for Global Atlantic or KKR? 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). Are you legally authorized to work in the United States? Will you require our company to sponsor you to obtain, maintain, or extend current or future U.S. Employment/ Work Authorization? (Please note, this may refer to, but may not be limited to an F-1 CPT/ F-1 OPT/ STEM OPT status, H1B Visa Petition, O1 Visa Petition, E-3 Petition, J-1 status, TN status, H-1B1 status and 'job flexibility benefits' including I-140 portability or adjustment of status portability for long-delayed adjustment of status applications that have been pending for at least 180 days or longer.) If you replied yes to the question above, please explain.
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