Investment Operations Analyst

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. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. 

TEAM OVERVIEW

KKR’s Global Investment Operations team supports the firm’s day-to-day middle office and back office operations that drive business decisions and long-term success. The team collaborates closely with KKR’s Investment Data Operations and Controllership teams to ensure accurate processing and reporting of the investments.

POSITION SUMMARY

The role is responsible for collaborating with various groups within the firm on a variety of projects. The team functions at a high level in a fast-paced environment, consistently collaborating with our finance team, data team members and external agents and counterparties.

ROLES & RESPONSIBILITIES

• Operate independently to develop and execute procedures for tracking portfolio investments in multibillion dollar funds
• Work across multiple groups to troubleshoot technical and accounting problems
• Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown
• Reconcile cash and positions across all funds
• Processing upcoming activities, contract modifications as per the agent notices
• Ensure all deliverables meet quality, consistency and accuracy standards
• Liaise closely with global counterparts to resolve all queries on a day-to-day basis
• Work with third-party agent banks and custodians
• Improve processes and liaise with stakeholders
• Interact with the team and the managers from global teams on a regular basis to understand their requirements, reporting needs and possible bottlenecks
• Act as a point of escalation for all queries
• Manage Process Metrics, KPIs, other dashboards at regular frequency, as required

QUALIFICATIONS

• Bachelor's Degree or equivalent work experience required
• 0-3 years of experience in Residential & commercial real estate operations
• Knowledge of loans, bonds, loan syndication preferred
• Knowledge of investment strategies like Direct Lending, Mezzanine, CLOs and Asset backed Financing preferred
• Experience in a multinational Financial Services organization and/or Private Equity preferred
• Strong communication skills and email writing skills
• Ability to manage numerous requests and tasks on a daily basis and track/respond to requests in a timely manner
• Systems/ Tools/ Applications knowledge:
• Advent Geneva
• ClearPar
• Markit
• Allvue aka Everest
• Advanced proficiency in Excel
• Accounting experience preferred
• Displays high intellectual curiosity and innovative mindset
• Demonstrates highest levels of integrity
• Focuses on delivery excellence and accountability
• Displays team-work orientation and is highly collaborative
• Builds strong relationships with local and global colleagues
• Displays behaviors of self-reliance
• Exposure to Data Integration, Data Management, Data Accuracy and Robotics
• Deep understanding of fixed income products

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 position is $65,000 - $85,000.

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

$47,000 - $89,400 USD

Privacy Statement

Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

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.