Job Application for Associate, Portfolio Management & Trading at Global Atlantic Financial Group

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

POSITION OVERVIEW

The Portfolio Management & Trading Team defines and implements the strategy for the firm’s investment portfolio. Working closely with other teams in the New York Investment Office, Portfolio Management & Trading leads the management of Global Atlantic’s $200+ billion general account. Additionally, this team is also responsible for the ongoing management of the $200+ billion assets backing existing policies and supports the competitive acquisition of new business onto the balance sheet.

RESPONSIBILTIES

Provide analytical support for the Portfolio Management & Trading team on management and optimization of in-force portfolios. Focus areas include asset allocation and portfolio construction processes.
Work closely with Core and Sector analytic teams to integrate their analytical output into the liquidity, performance attribution and portfolio surveillance process
Work closely with IT, Analytic and Investment Operation teams to ensure data integrity for portfolio management attributes, including yield, book and market value and duration
Monitor risk, liquidity, and trading activities in the KKR Insurance portfolios
Work with Bermuda team in periodic reporting of KKR Insurance holdings in Bermuda registered entities
Keep track of new investments and developing knowledge of a new asset class in investment portfolios
Build capital market data surveillance and reporting for liquid assets such as Corporate IG and Agency MBS
Assist Structured Credit Portfolio Manager in reporting and surveillance of Structured Product holdings

QUALIFICATIONS

Bachelor’s degree required
Outstanding academic record and 2-5 years of relevant professional experience
Experience in financial markets, portfolio construction, and asset management
Strong background in both Excel and PowerPoint, familiarity with programming languages (Python / SQL) a plus
Familiarity with quantitative concepts and fixed income math
Energetic, inquisitive, and an initiative to take on high impact projects that cover new ground for the team and the company
Highly professional and team oriented; organized with acute attention to detail
Strong balance of technical and communication skills
Progress towards CFA designation a plus
Knowledge of insurance regulatory requirements a plus
This role is not eligible for visa sponsorship now or in the future

#LI-WC1

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

$140,000 - $170,000 USD

Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com

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.

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32 Longview Lane

West Hartford, CT 06107

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Associate, Portfolio Management & Trading

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