Associate, Financing & Capital Markets

Company Overview:

Global Atlantic is one of the fastest growing companies in the Life and Annuity industry. We are focused on the U.S. retirement and life insurance markets with a broad range of annuities and life insurance options, as well as reinsurance solutions. Our success is based on competitive and innovative product designs, leading investment management and integrated risk management, along with highly experienced leadership.

Global Atlantic is looking for a diverse team of talented people who support our culture of collaboration and innovation. Our unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. 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.

Position Overview:

We have a unique opportunity for an Associate to join our New York based Treasury/Capital Markets team, a group that is charged with executing Global Atlantic’s firmwide financing strategy and communicating our performance to investors.  This individual will support the analysis, evaluation and communication of the company’s financing strategy

Responsibilities will include:

• Lead in the execution of Global Atlantic’s capital management strategy, including supporting the development, analysis and structuring of debt solutions for our sponsored third-party capital vehicles.
• Develop marketing materials for current / prospective lenders. 
• Establish and maintain third-party relationships, including through the development of quarterly firm-wide bank relationship materials, board materials and other ad-hoc deliverables.
• Drive transaction processes by managing due diligence & KYC requests, maintaining data rooms, coordinating with internal and external stakeholders, as well as negotiating legal documents (e.g., credit agreements, reimbursement agreements, etc.).
• Conduct industry research and peer analysis, including maintaining knowledge of financial markets and industry environment. Distill findings for senior management, with a focus on the impact to the firm’s relative performance and lending needs.
• Develop a deep understanding of Global Atlantic’s financial and operational profile and help identify opportunities for strategic development across all aspects of the company.
• Build relationships with internal functional groups, including investments, legal, finance, tax and reinsurance.

Qualifications

• Bachelor’s degree required (progress towards CFA is a plus).
• 4-8 years total work experience preferred. Prior work experience in financial services or consulting, in particular involving corporate banking, or capital markets.
• Knowledge of financial services industry and related products.
• Experience in financing transactions, with a focus on financial modeling and due diligence are a plus but not required.
• Excellent verbal and written communication skills. High attention to detail and strong analytical skills to present business trends in Microsoft Excel, PowerPoint and Word.
• Experience communicating with senior leadership, clients and/or institutional investors.
• Strong judgment, professionalism and ability to work effectively in challenging, fast-paced environment.
• Team-oriented, energetic self-starter with a positive attitude. Our firm is growing, and we need an ambitious and adaptable individual to support our Treasury/Capital Markets team.
• This role is not eligible for visa sponsorship now or in the future.  

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