Program Analyst, Bank Financing & Investor Relations

Global Atlantic Financial Group New York , NY 10007

Posted 4 days ago

COMPANY OVERVIEW

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. 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.

The KKR-Global Atlantic partnership - The Global Atlantic Story

Greenhouse is our scheduling tool and we communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling.

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 a Program Analyst 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 as well as support our investor engagement efforts alongside KKR.

Responsibilities will include:

  • Assist 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 investors or lenders.

  • Establish and maintain third-party relationships, including through the development of quarterly firm-wide bank relationship materials, board materials and other ad-hoc investor 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 (progress towards CFA is a plus).

  • 1-2 years total work experience preferred. Prior work experience in financial services or consulting, in particular involving financial analysis, 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.

#LI-WC1

#LI-hybrid

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

$110,000-$140,000 USD

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 industry-specific regulatory requirements, state and federal laws.

TOTAL REWARDS STATEMENT

Global Atlantic's total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-

  • New York: StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project

  • Boston: Cradles to Crayons, Boston's Healthcare for the Homeless, Thompson Island Outward Bound, Rosie's Place, Catie's Closet, Project Bread, Rise Against Hunger, Space to Thrive

  • Hartford: Junior Achievement, Habitat for Humanity, Oliver's Pajama, United Way

  • Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation

  • Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation

  • Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop

  • Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete's Sake Respite

  • Bermuda: Keep Bermuda Beautiful, Center Against Abuse, Truck Island Nature Reserve, Bermuda Economic Development Corporation

Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. 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 is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

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 are hired and require an accommodation for any protected status, please email benefits@gafg.com.

Please click on the links below to learn more about Global Atlantic.

Global Atlantic Privacy Statement

Our employees are in the office 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact recruiting@gafg.com.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove

Program Analyst, Bank Financing & Investor Relations

Global Atlantic Financial Group