Insurance Portfolio Implementation Analyst

<div class="content-intro"><p></p> <p><strong>About Global Atlantic&nbsp;</strong></p> <p>Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit <a href="https://url.us.m.mimecastprotect.com/s/1finCJ67NkSwOoAnCGhmiy3kQN?domain=globalatlantic.com">www.globalatlantic.com</a>.&nbsp;</p></div><p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><strong>POSITION SUMMARY:</strong></span></p> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">We are seeking a highly analytical and detail-oriented Analyst to join our Investment Operations team, focusing on Portfolio Implementation and Monitoring for our insurance business and insurance investment portfolios. This team sits at the intersection of insurance portfolio management and investment operations, acting as a critical bridge to enhance communication, increase execution efficiency, and support optimal asset allocation.</span></p> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">As an Analyst, you will play a key role in executing allocation logic, monitoring portfolios, and analyzing trust compliance and investable cash metrics. This role is ideal for candidates with a strong foundation in portfolio analytics, operational execution, and a passion for process improvement.</span></p> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><strong>KEY RESPONSIBILITIES:</strong></span></p> <ul> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Support the execution of asset allocation logic across portfolios, including owning a number of manual processes and identifying opportunities for technology enhancements</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Track order flow, coordinate with trading and operations teams, and ensure timely settlement</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Monitor portfolios for adherence to allocation targets and trust compliance guidelines</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Contribute to investment rotation implementation and the onboarding of new investments</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Identify variances, excess cash, and optimization opportunities in collaboration with PMs</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Aggregate and analyze data inputs from multiple systems and sources to support decision-making</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Help streamline workflows and enhance efficiency between investment teams, trust compliance, and operations</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Maintain logging and monitoring processes for investment commitments and portfolio activity</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Support demand calculations and short-term liquidity planning</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Support operational readiness for new investments, particularly in private credit and alternative assets, by ensuring proper security set up and process coordination</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Contribute to the continuous improvement of portfolio implementation, monitoring, and asset allocation processes through automation, analytics, and system enhancements</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Ensure adherence to internal controls, risk policies, and insurance-specific regulatory and capital requirements</span></li> </ul> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><strong>REQUIRED QUALIFICATIONS:</strong></span></p> <ul> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Bachelor’s degree in finance, accounting, economics, business, or a related field.</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">1–3 years of experience in insurance investment operations, asset management, or related fields</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Strong understanding of insurance investment structures, especially within regulated environments.</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Familiarity with private credit, structured products, and alternative investment cash flows</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">High attention to detail, with strong analytical and problem-solving skills</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Proficient in Excel; experience with macros, Tableau, SQL, and/or Python is preferred</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Strong verbal and written communication skills; ability to collaborate across teams and communicate with stakeholders at various levels</span></li> </ul> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><strong>PREFERRED EXPERIENCE:</strong></span></p> <ul> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Prior experience supporting insurance asset management or working with trust compliance frameworks</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Exposure to private credit, private equity, or other illiquid investment strategies</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Familiarity with cash forecasting, commitment tracking, or portfolio rotation modeling</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Hands-on involvement with order management systems or portfolio rebalancing tools</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Experience working in cross-functional teams across investment, operations, and compliance functions</span></li> <li style="font-size: 10pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Exposure to the operational lifecycle of private market investments &amp; illiquid asset types, including capital calls and distributions</span></li> </ul> <p><span style="font-size: 10pt;"><span style="font-family: helvetica, arial, sans-serif;"> <span style="font-size: 10pt;"><strong><span class="NormalTextRun SCXW114331912 BCX0">To be considered for this role, applicants must </span><span class="NormalTextRun SCXW114331912 BCX0">be authorized to</span><span class="NormalTextRun SCXW114331912 BCX0"> work for any employer in the U.S. We are unable to sponsor or assume </span><span class="FindHit SCXW114331912 BCX0">sponsorshi</span><span class="FindHit SCXW114331912 BCX0">p</span><span class="NormalTextRun SCXW114331912 BCX0"> of an employment Visa </span><span class="NormalTextRun AdvancedProofingIssueV2Themed SCXW114331912 BCX0">at this time</span><span class="NormalTextRun SCXW114331912 BCX0">.</span></strong></span></span></span></p> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">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.&nbsp;<strong>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.&nbsp;</strong></span></p> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">Global Atlantic’s&nbsp;<strong>base salary range</strong>&nbsp;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.&nbsp; 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.&nbsp;</span></p> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">The base salary range for this role is $80,000 — $110,000 USD&nbsp;&nbsp;</span></p> <p>&nbsp;</p> <p><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">#LI-LM2</span></p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-conclusion"><p><span style="text-decoration: underline;"><a href="https://gafg.widen.net/s/mwznlnh28n/ga-privacy-statement" target="_blank">Privacy Statement</a></span></p> <p>Our employees are in the office&nbsp;<strong>5 days</strong> per week in <strong>New York</strong> and <strong>4 days per week</strong> in all other offices. If you have questions on this policy or the application process, please reach out to <a href="mailto:[email protected]">[email protected]</a></p> <p>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.&nbsp;</p></div>