Associate, Asset and Ratings Surveillance at Global Atlantic Financial Group

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial Services, InvestmentsIndustries

Requirements

Bachelor’s degree and 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
Authorized to work for any employer in the U.S. (no sponsorship available)

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 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
Monitor performance of key tests and triggers (SPV Asset Management)
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
Serve as 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
Perform monthly cashflow reconciliation (and normalize/analyze inconsistencies)
Support internal GA teams on portfolio (Analytics, Risk, Finance/Tax/Acct) with oversight from transaction leads
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

Skills

Intex

Excel

Structured Finance

Rating Surveillance

Asset Performance Monitoring

Deal Modeling

Stress Scenarios

SPV Management

NAIC

Investor Reports

Global Atlantic Financial Group

Provides capital and risk management solutions

About Global Atlantic Financial Group

Global Atlantic Financial Group specializes in providing capital and risk management solutions for global retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships by understanding their clients' financial goals. The company generates revenue through fees and premiums from their financial products and emphasizes a culture of integrity and commitment to clients and communities. Their goal is to create tailored solutions that meet the specific needs of their clients.

New York City, New YorkHeadquarters

2004Year Founded

$986.7MTotal Funding

BUYOUTCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Mental Health Support

Wellness Program

Flexible Work Hours

Hybrid Work Options

Risks

Economic downturns could impact the preneed insurance market with SCI.

Technical challenges may arise from new standardized messaging systems.

Reliance on third-party tech solutions poses potential security vulnerabilities.

Differentiation

Global Atlantic excels in investment and risk management within the insurance industry.

The company has strong institutional partnerships, enhancing its client-centric approach.

Global Atlantic's affiliation with KKR provides a robust financial foundation.

Upsides

Partnership with SCI positions Global Atlantic as a leader in preneed insurance.

Adoption of Sonrai Security's technology enhances operational efficiency and security.

Public-private investment solutions align with Global Atlantic's innovative capital strategies.

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