Job Posting for Investment Operations Senior Analyst at Global Atlantic Financial Group
Exceptions and Ratings Analyst
Serve as an Analyst on the Investment Operations teams supporting Global Atlantic’s $170B asset portfolio. The ideal candidate will be able to multi-task under pressure with minimal supervision. Some of the responsibilities will include:
Oversee daily cash suspense process; help identify and report open items; assist with clearing large and aged items; assist with Open Payables/Receivables reconciliation.
Own Investment Operations’ relationship with internal/external auditors. Track open items and work across teams to provide support.
Help design SOX workflows from an Investment Operations perspective.
Own coordination and data management of portfolio setups in IBOR and ABOR
Reconcile balances of cash and bonds posted for collateral for derivatives or borrowings.
Own registration of Private Placement Numbers with the CUSIP Service
Report positions and trade activity to KKR
Support reconciliation of SMF data between IBOR and ABOR
Collaborate with Investment Accounting and other stakeholders to identify and resolve miscellaneous data feed or reporting issues.
Collaborate with portfolio managers and investment teams to develop strategies that align with NAIC rating requirements and investment objectives.
Assist in the implementation and monitoring of processes and controls related to NAIC-rated assets.
Build and maintain relationships with external stakeholders, including rating agencies, brokers, and insurers.
Stay informed about regulatory developments and industry trends related to NAIC ratings and insurance investment guidelines.
Prepare/maintain monthly and quarterly reports on NAIC-rated investments, providing insights and recommendations to senior management.
QUALIFICATIONS
BS in Finance, Accounting, Economics, Business, or a related major. MBA or CFA a plus
1-3 years relevant professional experience
Experience with ratings/ratings agencies
Clearwater, Wall Street Office, IHS Markit, Moody’s Analytics, Tableau experience is a plus
Exceptional attention to detail, placing a high priority on accuracy
Excellent communication and interpersonal skills
Advanced organizational skills with the ability to multi-task multiple high priority responsibilities
Ambition and desire to succeed by delivering quality and effective results
Positive attitude even when faced with difficult obstacles, issues, or challenges
Proficiency with Microsoft Office programs. VBA and Visio experience a plus
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Salary.com Estimation for Investment Operations Senior Analyst in Boston, MA
$94,254 to $142,918
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