Associate, Portfolio Management & Trading New York, NY - 30HY

Global Atlantic Financial Group; New York (NY); On-site; USD 80,000 - 130,000; Full time

Job summary

An established industry player is seeking a dynamic professional to join its Portfolio Management & Trading Team in New York. This role involves providing analytical support for managing a substantial investment portfolio, focusing on asset allocation and portfolio construction. You will collaborate with various teams to ensure data integrity and optimize portfolio performance, while also tracking new investments and emerging asset classes. If you're energetic and inquisitive with a strong academic background and relevant experience, this opportunity offers a chance to make a significant impact in a collaborative environment.

Qualifications

• 2-5 years of relevant professional experience in financial markets.
• Strong skills in Excel and PowerPoint; familiarity with Python/SQL is a plus.

Responsibilities

• Provide analytical support for portfolio management and optimization.
• Monitor risk and trading activities within KKR Insurance portfolios.

Skills

Excel

PowerPoint

Python

SQL

Portfolio Construction

Asset Management

Quantitative Concepts

Fixed Income Mathematics

Communication Skills

Teamwork

Education

Bachelor's Degree

CFA Progress

Job description

at Global Atlantic Financial Group

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 responsible for the ongoing management of the same assets backing existing policies and supports the acquisition of new business onto the balance sheet.

RESPONSIBILITIES

• Provide analytical support for the Portfolio Management & Trading team on management and optimization of in-force portfolios, focusing on asset allocation and portfolio construction processes.
• Collaborate with Core and Sector analytic teams to integrate their analytical output into liquidity, performance attribution, and portfolio surveillance processes.
• Coordinate with IT, Analytic, and Investment Operations teams to ensure data integrity for portfolio management attributes, including yield, book and market value, and duration.
• Monitor risk, liquidity, and trading activities within the KKR Insurance portfolios.
• Assist in periodic reporting of KKR Insurance holdings in Bermuda-registered entities with the Bermuda team.
• Track new investments and develop knowledge of emerging asset classes in investment portfolios.
• Build capital market data surveillance and reporting tools for liquid assets such as Corporate IG and Agency MBS.
• Support Structured Credit Portfolio Manager in reporting and surveillance of Structured Product holdings.

QUALIFICATIONS

• Outstanding academic record with 2-5 years of relevant professional experience.
• Experience in financial markets, portfolio construction, and asset management.
• Strong skills in Excel and PowerPoint; familiarity with programming languages (Python / SQL) is a plus.
• Knowledge of quantitative concepts and fixed income mathematics.
• Energetic, inquisitive, with a proactive approach to high-impact projects exploring new areas for the team and company.
• Highly professional, team-oriented, organized, with keen attention to detail.
• Strong technical and communication skills.
• Progress towards CFA designation is a plus.
• Knowledge of insurance regulatory requirements is a plus.
• This role is not eligible for visa sponsorship now or in the future.

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Our employees work in the office 4-5 days per week in Hudson Yards, NY and 3-4 days in other offices. For questions about this policy or the application process, contact [e-mail].

Global Atlantic reserves the right to modify the qualifications and requirements for this position to meet business needs and regulatory changes, including obtaining specific licenses or certifications as needed.