Investment Operations Analyst New Boston, Massachusetts, United States

Global Atlantic Financial Group; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading insurance company is seeking an Investment Operations Analyst to support the management of over $190bn in assets. The role involves compliance reporting, onboarding clients, and contributing to automation efforts, ideal for recent graduates with a background in finance or related fields.

Benefits

Annual cash bonuses

Long-term incentives (equity)

Generous benefits including 401(k) match

Sales incentives

Qualifications

• 0-2 years of relevant experience preferred.
• Basic accounting knowledge and interest in finance/investments.
• Ability to work with Portfolio Managers and senior management.

Responsibilities

• Support day-to-day reviews of investment guideline compliance reports.
• Onboard new reinsurance client relationships.
• Assist with ongoing automation efforts.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Education

Bachelor's degree in Economics, Finance, Accounting or related field

Job description

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).

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 Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below:

• Develop a broad understanding of all asset classes invested in by Global Atlantic
• Support day-to-day reviews of investment guideline compliance reports
• Help onboard new reinsurance client relationships (Account setup, transfer of assets, Trust account management)
• Assist with ongoing automation efforts
• Launch of new sidecar compliance processes
• Help respond to client inquires
• Run ad-hoc analysis / scenario-based testing for our Investments Team

QUALIFICATIONS

• Bachelor’s degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor’s degree in Economics, Finance, Accounting, or a related field)
• Understanding of Fixed Income asset
• Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of 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 environmen

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 rangeis 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 $70,000-$90,000.

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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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.