Associate, Asset and Ratings Surveillance

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. They offer a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions through their issuing companies.

Position Summary:

Serve as an Associate overseeing the surveillance of Global Atlantic's structured investments, including monitoring asset ratings, investment performance, deal activity, deal efficiency, and market opportunities. The ideal candidate should independently analyze investment data, communicate investment data effectively with key stakeholders, and formalize monitoring processes.

Responsibilities:

• Support rating surveillance process on all Global Atlantic-structured transactions (100% owned or syndicated). Prepare rating agency packages, coordinate with stakeholders on information requests.
• Maintain up-to-date performance and asset-level data. Coordinate with Portfolio Managers, KKR, and TPA teams to get updated underlying asset information. Roll forward transaction models in Intex or other Excel templates. Manage rating agency requests and updates.
• SPV Asset Management: Monitor performance of key tests/triggers, rating actions in public issuance, consider structural changes to optimize capital or protect against performance issues, act as primary contact for TPAs, finalize deal models, and coordinate document amendments.
• Perform monthly cash flow reconciliation and analyze inconsistencies.
• Support internal GA teams on portfolio matters including analytics, risk, finance, tax, and accounting.
• Work with valuations team on pricing and cash flow support, answer transaction model questions, provide documentation and performance data, perform income reconciliation for Sidecar vehicles and other measures.

Qualifications:

• Bachelor's degree with 6+ years of relevant experience at an asset manager, insurance company or related field. Master's degree is a plus.
• Understanding of Structured Asset Based Financed Investments.
• Strong analytical and problem-solving skills.
• Ability to work with Portfolio Managers and senior management.
• Excellent communication and interpersonal skills to work in a fast-paced, team environment.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word), VBA and Visio experience a plus.
• Self-starter with ability to work independently and build proper processes.

Additional Information: U.S. work authorization required; visa sponsorship not available. Employees are in-office 5 days per week in New York and 4 days per week in other offices.

Salary Range: $120,000 - $150,000 USD (Base salary range inclusive of all Global Atlantic office locations). Actual compensation based on location, experience, education, and skill level. Additional compensation includes cash bonuses, long-term incentives, benefits, and 401(k) matching.