- Monitor evolution of the portfolio to understand drifts in allocation, positioning against the liability, and performance; analyze and propose actions to improve positioning
- Oversee day-to-day execution, including liquidity raises, allocation of new purchases, and rebalancing of portfolios
- Define and document policies & procedures to ensure proper governance
- Track exposures against regulatory and trust investment limits and work closely with Institutional Team and members of the Asset Allocation on investment guideline negotiation
- Liaise with hedging team to execute and track performance of derivative overlays in the general account
- Work closely with actuarial teams to ensure investment strategy is properly represented in capital testing
- Remains abreast of industry trends, regulatory matters, and market events impacting investment strategies, managers, and the industry
Qualifications: - Bachelor's degree in Finance, Economics or related technical field
- 8+ years of experience in cross sector fixed income strategy or portfolio management
- Familiarity with portfolio construction techniques and risk management
- Energetic, inquisitive and a high initiative to take on projects that cover new ground for the team and the company
- Strong leadership and team orientation; organized and high attention to detail
- Ability to learn quickly in a fast-paced environment
Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
#LI-AN1
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary range for this role is$146,000—$278,000 USD
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-
- New York: StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project
- 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
- Hartford: Junior Achievement, Habitat for Humanity, Oliver's Pajama, United Way
- Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
- Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation
- Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop
- Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete's Sake Respite
- Bermuda: Keep Bermuda Beautiful, Center Against Abuse, Truck Island Nature Reserve, Bermuda Economic Development Corporation
Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.
Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email
Please click on the links below to learn more about Global Atlantic.
Global Atlantic Privacy Statement
Our employees are in the office 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact
Global Atlantic Financial Group focuses on Financial Services, Investment Management, and Insurance. Their company has offices in New York City, Houston, Indianapolis, Des Moines, and Brighton. They have a large team that's between employees.
You can view their website at or find them on Twitter and LinkedIn.
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Vice President, In-Force Portfolio Management - Houston, United States - Global Atlantic Financial Group
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
Greenhouse is our scheduling tool and we communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling.
The Vice President, In-Force Portfolio Management & Execution will work to oversee all aspects of the ongoing management of the in-force portfolio. This includes portfolio surveillance of the portfolio allocation vs. targets, asset-liability management considerations, and execution including liquidity actions and the new purchase allocation process. Working closely with Investment Office Management, KKR Portfolio Managers and key constituents across Global Atlantic, the VP, In-Force Portfolio Management & Execution, will be a critical participant in the management of our company's $140 billion general account.
Responsibilities may include:
