Program Analyst, Portfolio Optimization & Construction
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).
The successful candidate for this role will focus on portfolio construction initiatives across KKR’s Insurance portfolios, along with asset allocation for KKR’s Insurance business internally and externally. The successful candidate will be tasked with contributing to and developing proprietary models, including ALM and relative value frameworks. Much of the work will focus on alternative asset classes for which there are few common industry-level standards, which will require outside-the-box creativity. Furthermore, the person in this role will need to possess excellent technical skills and attention to detail, given the large allocation/investment decisions driven by the team’s analysis. Finally, in this high visibility role, the successful candidate will interact frequently with KKR senior management and will therefore be expected to synthesize information clearly. In general, the successful candidate must be highly technical, while also being collaborative as a member of this high-performance team. This position is based in New York.
RESPONSIBILITIES
- Help prepare portfolio construction and allocation recommendations for Insurance products for Portfolio Management Committees across the Americas, Europe and Asia
- Provide support on fund modeling to understand drivers of historical and projected performance, risk exposures and economic sensitivities
- Monitor portfolios closely and assist with portfolio analytics using quantitative and qualitative approaches, coordinating closely with deal teams, client partners group, operations, and finance colleagues while ensuring data integrity
- Demonstrate working knowledge of financial markets ideally in Alternatives or Fixed Income, and assist with tracking the latest market development and providing updates / actionable recommendations to Portfolio Managers
- Help manage and enhance quantitative asset allocation models for KKR’s various Insurance multi-asset portfolios
- Think creatively about solutions to structure multi-fund investments and be able to simulate scenarios and explain outcomes
- Maintain and continue to improve upon customized models tailored to the firm’s investment process and risk framework; work closely with dedicated IT resources to automate and institutionalize these models
- Serve as a quantitative resource for the larger firm, evaluating existing resources and recommending improvements in models and technology
QUALIFICATIONS
- Bachelor’s degree with outstanding academic record and 1+ year of relevant professional experience
- Strong background in both Excel and PowerPoint and familiarity with programming languages and quantitative concepts
- Interest in financial markets, portfolio construction, and asset management; knowledge of insurance company-specific investment considerations a plus
- Previous experience in working with financial or numerical datasets
- 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
- To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
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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
$110,000 - $140,000 USD
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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