Capital Operations Analyst – Institutional Business at Global Atlantic Financial Group

New York, New York, United States

Global Atlantic Financial Group Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial Services, ReinsuranceIndustries

Requirements

  • Bachelor's degree in business or related field
  • 2+ years of experience in (Re)insurance and project management
  • Knowledge of Life Insurance products preferred
  • Strong MS Excel skills
  • Ability to handle competing timelines
  • Strong communication skills

Responsibilities

  • Third-Party capital initiative project management (i.e., capital calls, debt draws, new vehicle launches, new product switch ons) including drafting project plans and meeting follow ups
  • Support capital call process for Block deals, Flow, PRT, Retail, Funding Agreements
  • Support coordination & preparation of quarterly board meeting materials for multiple vehicles. This includes preparing board meeting calendar and working with EAs to ensure meetings are scheduled
  • Prepare Budgets & expense analysis for multiple third-party capital vehicles
  • Assist in strategic initiatives on an ad-hoc basis

Skills

Key technologies and capabilities for this role

MS ExcelProject ManagementReinsuranceInsuranceBudgetingExpense AnalysisBoard Materials PreparationCapital CallsLife Insurance

Questions & Answers

Common questions about this position

What is the base salary range for this position?

This information is not specified in the job description.

Is this role remote or does it require working from an office?

This information is not specified in the job description.

What qualifications and skills are required for this role?

Candidates need a Bachelor's degree in business or related field, 2+ years of experience in (Re)insurance and project management, knowledge of Life Insurance products preferred, strong MS Excel skills, ability to handle competing timelines, and strong communication skills.

What benefits does Global Atlantic offer?

Benefits include generous benefits such as immediate vesting on employee contributions to a 401(k) with a company match, along with annual cash bonuses, long-term incentives (equity), and sales incentives.

What experience makes a strong candidate for this position?

Strong candidates will have 2+ years in (Re)insurance and project management, knowledge of Life Insurance products, strong MS Excel skills, and the ability to manage competing timelines with excellent communication.

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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