Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships.
Investment Operations 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.
- Reconcile balances of cash and bonds posted for collateral for derivatives or borrowings.
- Own registration of Private Placement Numbers with the CUSIP Service.
- 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.
- Responsible for asset set up for new securities and structured transactions – coordinate with Portfolio Management team to understand new structures and build-out infrastructure to support new structures in Global Atlantic’s Investment Management Platform.
- Set up of SPVs to hold assets and facilitate internal securitization of asset cashflows.
- Inclusive of settlement of loans/assets, onward participation of loans/assets across Global Atlantic Portfolios – coordination with Legal and custody banks.
- Engage in team initiatives to support complex asset structures and process automation.
- Responsible for ongoing asset lifecycle management (Principal and Interest Remittances, Pay-downs, Pay-offs, coupon updates, factor updates, etc.)
- Review cash and asset movement across Global Atlantic custody and trust banks and accounts related to Investment Activity (trades, transfers, etc.)
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.
- 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.
This role is not eligible for visa sponsorship now or in the future.
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