Associate, Portfolio Management & Trading

Global Atlantic Financial Group; New York (NY); On-site; USD 80,000 - 140,000; Full time

Job summary

An established industry player is seeking a dynamic individual to join its Portfolio Management & Trading Team. This role involves providing analytical support for managing a substantial investment portfolio, focusing on asset allocation and portfolio construction. The ideal candidate will have a strong background in financial markets and asset management, complemented by technical skills in Excel and familiarity with programming languages like Python and SQL. Join a forward-thinking company that values integrity, teamwork, and long-term client relationships, and contribute to shaping secure financial futures.

Benefits

401(k) with company match

Annual cash bonuses

Long-term incentives

Generous benefits package

Qualifications

• 2-5 years of relevant professional experience in finance or investment.
• Strong analytical skills with attention to detail and teamwork.

Responsibilities

• Provide analytical support for portfolio management and optimization.
• Monitor risk and trading activities in investment portfolios.

Skills

Financial Markets

Portfolio Construction

Asset Management

Excel

PowerPoint

Python

SQL

Quantitative Concepts

Fixed Income Math

Education

Bachelor's Degree

Progress towards CFA

Job description

New York, NY - 30HY

COMPANY OVERVIEW

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. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

POSITION OVERVIEW

The Portfolio Management & Trading Team defines and implements the strategy for the firm’s investment portfolio. Working closely with other teams in the New York Investment Office, Portfolio Management & Trading leads the management of Global Atlantic’s $200+ billion general account. Additionally, this team is also responsible for the ongoing management of the $200+ billion assets backing existing policies and supports the competitive acquisition of new business onto the balance sheet.

RESPONSIBILTIES

• Provide analytical support for the Portfolio Management & Trading team on management and optimization of in-force portfolios. Focus areas include asset allocation and portfolio construction processes.
• Work closely with Core and Sector analytic teams to integrate their analytical output into the liquidity, performance attribution and portfolio surveillance process
• Work closely with IT, Analytic and Investment Operation teams to ensure data integrity for portfolio management attributes, including yield, book and market value and duration
• Monitor risk, liquidity, and trading activities in the KKR Insurance portfolios
• Work with Bermuda team in periodic reporting of KKR Insurance holdings in Bermuda registered entities
• Keep track of new investments and developing knowledge of a new asset class in investment portfolios
• Build capital market data surveillance and reporting for liquid assets such as Corporate IG and Agency MBS
• Assist Structured Credit Portfolio Manager in reporting and surveillance of Structured Product holdings

QUALIFICATIONS

• Outstanding academic record and 2-5 years of relevant professional experience
• Experience in financial markets, portfolio construction, and asset management
• Strong background in both Excel and PowerPoint, familiarity with programming languages (Python / SQL) a plus
• Familiarity with quantitative concepts and fixed income math
• Energetic, inquisitive, and an initiative to take on high impact projects that cover new ground for the team and the company
• Highly professional and team oriented; organized with acute attention to detail
• Strong balance of technical and communication skills
• Progress towards CFA designation a plus
• Knowledge of insurance regulatory requirements a plus
• This role is not eligible for visa sponsorship now or in the future

#LI-WC1

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’sbase 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.

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [e-mail]

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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