Trust Liquidity Senior Analyst
Trust Liquidity Senior Analyst
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Job Description
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 companys performance has been driven by its culture and core values focused on integrity teamwork and the importance of building longterm client relationships. Global Atlantic is a whollyowned subsidiary of KKR a leading global investment firm. Through its relationship the company leverages KKRs investment capabilities scale and access to capital markets to enhance the value it offers clients. KKRs parent company is KKR & Co. Inc. (NYSE: KKR).
Watch the Global Atlantic & KKR Partnership Story
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POSITION SUMMARY
Global Atlantic is seeking a Senior Analyst for its Trust Liquidity Team under the Reinsurance Operations group with a focus on liquidity within reinsurance comfort trusts. This is an excellent opportunity for someone who wishes to build a career in liquidity management/operations at a reputable buy side firm. The role is based in Boston and reports to the head of the Reinsurance Operations group.
The ideal candidate will have two years of relevant experience at a financial institution or insurance company with exposure to liquidity management. The position will support the trust extraction process that is integral to generating liquidity within the Global Atlantic Insurance companies which hold $276bn of assets in aggregate. The role requires constant communication with deal teams various stakeholders and business groups so strong communication and relationship building skills are highly desired.
Global Atlantic and KKR are passionate about operational excellence and providing our investment and business operations colleagues the ability to seamlessly serve clients and execute credit investments across the globe. We are committed to continuous improvement both in the operations we perform and in the environment in which we work. We work in collaborative teams but within the context and support of a large global investment firm. We can offer challenging and rewarding work opportunities for learning in both the business and operational spheres and an attractive compensation package combined with significant opportunities for career advancement.
KEY RESPONSIBILITIES
- Support sourcing and vetting data inputs required for projecting trust extractions including monthovermonth holdovers and inputs from Global Atlantic Reinsurance/Investment Accounting Treasury and Asset Allocation.
- Aid with coordination with various internal Global Atlantic teams to obtain feedback on ALM (Asset Liability Matching) clientspecific and liquidity considerations as they relate to trust extractions.
- Coordinate with Trust Compliance team to reflect trust extraction withdrawals within client compliance reporting.
- Track trust extraction approvals from the Institutional team.
- Instruct of trust withdrawals working closely with Treasury team.
- Assist in analysis of trust extraction data for reporting to Senior Management and other stakeholders.
- Work closely with Trust Compliance team to document cash exclusions appropriately improve existing processes and build out new processes.
- Liaise with Project Manager and Technology to improve trust dashboard and greater systematize and automate trust extraction process.
- Ad hoc trust liquidityrelated tasks as required.
REQUIRED EXPERIENCE
- Minimum of a Bachelors degree.
- 2 years of experience in Financial Services or Insurance with exposure to liquidity management.
- Strong personal initiative exceptional organization and attention to detail with ability to learn quickly.
- A track record in accuracy and in meeting deadlines in a fast paced growing work environment with high expectations.
- Excellent written verbal and interpersonal communication skills.
- Teamoriented with strong integrity and professionalism.
- This position is not eligible for Visa Sponsorship now or in the future.
IDEAL EXPERIENCE
- Exposure to liquidity management.
- Exposure to comfort trust structure common in insurance companies preferred.
- Advanced knowledge of MS Excel. Working experience in SQL & other programming languages not required but valued.
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 Atlanticsbase salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantics total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses longterm 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 shortterm cash bonus and longterm incentives.
The base salary range for this role is
$72000 $103000
#LIAM1
TOTAL REWARDS STATEMENT
Global Atlantics employees thrive in a fastpaced highperforming culture with strong benefit options and wellbeing resources that support innovation accountability and stewardship. At Global Atlantic being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantics total rewards package is reflective of our corporate values particularly diversity excellence and innovation with a focus on inclusion pay equity and flexibility. We strive to foster a culture of total wellbeing through community outreach and charitable giving programs. Learn more about our Charitable Giving Programs.
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 was proudly named: Best in Perks & Benefits Best Company WorkLife Balance Best Company Happiness and Best Company Compensation. Learn about ourBenefits offerings.
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 require an accommodation during the hiring process or after you are hired for any protected status under the ADA please email .
Discover more about Global Atlantic below:
2023 Corporate Responsibility Report
Explore the GA Careers Video Channel
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View Global Atlantics 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
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 industryspecific regulatory requirements state and federal laws.
Required Experience:
Senior IC
Employment Type
Full Time
