Asset Allocation - Portfolio Management Program Analyst

Indianapolis, IN, United States

at Global Atlantic Financial Group

New York, NY

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.

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.

POSITION OVERVIEW

The Asset Allocation Team defines and implements the strategy for the firm’s investment portfolio. Working closely with other teams in the New York Investment Office, Asset Allocation leads the management of Global Atlantic’s $150+ billion general account.

A subgroup of the team, Portfolio Management, is responsible for ongoing management of the $150+ billion assets backing existing policies and supports the competitive acquisition of new business onto the balance sheet. Within this team the analyst is expected to:

Participate in the construction of pricing portfolios for new and prospective business

Assess how new investment strategies impact asset-liability management and underlying profitability for Global Atlantic

Work with the Investment Analytics team to build out tools that track investment positioning and performance relative to pricing expectations

Perform analysis on in-force investment portfolios and suggest trades to improve asset-liability alignment.

Collaborate with Risk and Actuarial Teams to assess the impacts of a changing regulatory environment on invested assets

Prepare investment-related materials for senior leadership, board members, regulators, and potential investors

Liaise with portfolio managers and other business teams on ad hoc projects and strategic initiatives

QUALIFICATIONS

Bachelor’s degree with outstanding academic record and 1-2 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

Knowledge of insurance regulatory requirements a plus

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

This role is not eligible for visa sponsorship now or in the future

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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

$125,000 — $160,000 USD

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 [email protected] .

Please click on the links below to learn more about Global Atlantic.

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 [email protected] .

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Have you worked for any company or third-party provider where you worked on matters involving Global Atlantic Financial Group or KKR in the last 24 months, to include, your current and/or previous employers?

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Voluntary Inclusion Questions

We encourage qualified applicants from all backgrounds to apply. As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds. Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information).

This information is not used to determine who is selected for interviews or will be hired, but is helpful in identifying resources, sites and groups which add value in increasing our applicant pool and ensures that we attract the best and most diverse workforce. This is purely voluntary but will help our mission to be inclusive.

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