Investment Operations Senior Analyst at Global Atlantic Financial Group

Boston, Massachusetts, United States

Global Atlantic Financial Group Logo
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Insurance, InvestmentsIndustries

Requirements

  • 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 assets
  • Interest in finance/investments, with basic accounting knowledge and 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 environment

Responsibilities

  • Develop a broad understanding of all asset classes invested in by Global Atlantic
  • Support day-to-day reviews of investment guideline compliance reports
  • Assist with ongoing automation efforts
  • Launch of new sidecar compliance processes
  • Help respond to client inquiries
  • Run ad-hoc analysis / scenario-based testing for the Investments Team

Skills

Fixed Income
Investment Compliance
Automation
Financial Analysis
Accounting
Portfolio Management
Excel
Problem Solving
Client 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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