Investment Operations Analyst - Boston, United States - Global Atlantic Financial Group

Global Atlantic Financial Group

Verified Company

Boston, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

COMPANY OVERVIEW
Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions.

Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation.

We are dedicated to the career development of our people because we know they are critical to our long-term success.

Join our team and come grow with us.

The KKR-Global Atlantic partnership - The Global Atlantic Story

Exceptions and Ratings Analyst

Oversee daily cash suspense process; help identify and report open items; assist with clearing large and aged items; assist with Open Payables/Receivables reconciliation.
Own Investment Operations' relationship with internal/external auditors. Track open items and work across teams to provide support.
Help design SOX workflows from an Investment Operations perspective.
Own coordination and data management of portfolio setups in IBOR and ABOR
Reconcile balances of cash and bonds posted for collateral for derivatives or borrowings.
Own registration of Private Placement Numbers with the CUSIP Service
Report positions and trade activity to KKR
Support reconciliation of SMF data between IBOR and ABOR
Collaborate with Investment Accounting and other stakeholders to identify and resolve miscellaneous data feed or reporting issues.
Collaborate with portfolio managers and investment teams to develop strategies that align with NAIC rating requirements and investment objectives.
Assist in the implementation and monitoring of processes and controls related to NAICrated assets.
Build and maintain relationships with external stakeholders, including rating agencies, brokers, and insurers.
Stay informed about regulatory developments and industry trends related to NAIC ratings and insurance investment guidelines.
Prepare/maintain monthly and quarterly reports on NAICrated investments, providing insights and recommendations to senior management.

QUALIFICATIONS

BS in Finance, Accounting, Economics, Business, or a related major. MBA or CFA a plus
13 years relevant professional experience
Experience with ratings/ratings agencies
Clearwater, Wall Street Office, IHS Markit, Moody's Analytics, Tableau experience is a plus
Exceptional attention to detail, placing a high priority on accuracy
Excellent communication and interpersonal skills
Advanced organizational skills with the ability to multitask multiple high priority responsibilities
Ambition and desire to succeed by delivering quality and effective results
Positive attitude even when faced with difficult obstacles, issues, or challenges
Proficiency with Microsoft Office programs. VBA and Visio experience a plus

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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.

TOTAL REWARDS STATEMENT

Global Atlantic's total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility.

We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage.

We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-
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New York: StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project
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Boston: Cradles to Crayons, Boston's Healthcare for the Homeless, Thompson Island Outward Bound, Rosie's Place, Catie's Closet, Project Bread, Rise Against Hunger, Space to Thrive
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Hartford: Junior Achievement, Habitat for Humanity, Oliver's Pajama, United Way
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Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
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Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation
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Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop
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Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete's Sake Respite
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Bermuda