Portfolio Implementation Analyst

About Global Atlantic 

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 www.globalatlantic.com. 

Position Summary:

We are seeking a highly analytical and detail-oriented Associate 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.

As an Associate, 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.

Key Responsibilities:

• Support the execution of asset allocation logic across portfolios, including owning a number of manual processes and identifying opportunities for technology enhancements
• Track order flow, coordinate with trading and operations teams, and ensure timely settlement
• Monitor portfolios for adherence to allocation targets and trust compliance guidelines
• Contribute to investment rotation implementation and the onboarding of new investments
• Identify variances, excess cash, and optimization opportunities in collaboration with PMs
• Aggregate and analyze data inputs from multiple systems and sources to support decision-making
• Help streamline workflows and enhance efficiency between investment teams, trust compliance, and operations
• Maintain logging and monitoring processes for investment commitments and portfolio activity
• Support demand calculations and short-term liquidity planning
• Support operational readiness for new investments, particularly in private credit and alternative assets, by ensuring proper security set up and process coordination
• Contribute to the continuous improvement of portfolio implementation, monitoring, and asset allocation processes through automation, analytics, and system enhancements
• Ensure adherence to internal controls, risk policies, and insurance-specific regulatory and capital requirements

Required Qualifications:

• Bachelor’s degree in finance, accounting, economics, business, or a related field; CFA designation or progress toward certification is a plus
• 2–5 years of experience in insurance investment operations, asset management, or related fields
• Strong understanding of insurance investment structures, especially within regulated environments.
• Familiarity with private credit, structured products, and alternative investment cash flows
• High attention to detail, with strong analytical and problem-solving skills
• Proficient in Excel; experience with macros, Tableau, SQL, and/or Python is preferred
• Strong verbal and written communication skills; ability to collaborate across teams and communicate with stakeholders at various levels

Preferred Experience:

• Prior experience supporting insurance asset management or working with trust compliance frameworks
• Exposure to private credit, private equity, or other illiquid investment strategies
• Familiarity with cash forecasting, commitment tracking, or portfolio rotation modeling
• Hands-on involvement with order management systems or portfolio rebalancing tools
• Experience working in cross-functional teams across investment, operations, and compliance functions
• Exposure to the operational lifecycle of private market investments & illiquid asset types, including capital calls and distributions

#LI-KS1

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 $80,000 — $90,000 USD  

Privacy Statement

Our employees are in the office 5 days per week in New York and 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.