VP, Asset and Ratings Surveillance at Global Atlantic Financial Group

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, InvestmentsIndustries

Requirements

Bachelor’s degree and 10+ 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

Lead 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)
Serve as main point of contact for internal GA teams on portfolio (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
Manage a small team of at least one other colleague

Skills

Key technologies and capabilities for this role

IntexExcelStructured FinanceRating SurveillanceDeal ModelingAsset Performance MonitoringStress ScenariosNAICBMASPV ManagementInvestor Reports

Questions & Answers

Common questions about this position

What experience is required for the VP, Asset and Ratings Surveillance role?

Candidates need a Bachelor’s degree and 10+ years of relevant experience at an asset manager, insurance company or related field, with a Masters degree preferred.

What are the main responsibilities in this position?

The role involves leading rating surveillance on structured transactions, preparing rating agency packages, managing SPV asset performance monitoring, handling monthly cashflow reconciliations, providing analytics support to internal teams, and managing a small team.

Is a salary range provided for this position?

This information is not specified in the job description.

What is the work location or remote policy for this role?

This information is not specified in the job description.

What makes a strong candidate for this VP role?

A strong candidate will have 10+ years in asset management or insurance, deep understanding of structured assets, experience with rating agencies, transaction modeling in tools like Intex, and the ability to lead a small team while coordinating with stakeholders.

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