Sr. Analyst - Trust Liquidity

POSITION SUMMARY

Global Atlantic is seeking an Analyst or Associate 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 month-over-month 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), client-specific 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 execution 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 liquidity-related tasks as required.

REQUIRED EXPERIENCE

• Minimum of a Bachelor’s 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.
• Team-oriented with strong integrity and professionalism.

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 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

$72,000 - $103,000

#LI-AM1

Salary : $72,000 - $103,000