AVP/VP Investment Operations

Global Atlantic

  • Boston, MA
  • Permanent
  • Full-time
  • 13 days ago
About Global AtlanticGlobal 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 .POSITION SUMMARY:Serve as Assistant Vice President / VP overseeing the Investment Operations teams supporting Global Atlantic's $70B real estate portfolio (commercial mortgages, residential mortgages, commercial real estate equity and residential equity.) The ideal candidate will be able to multi-task under pressure with minimal supervision. Experience managing multiple direct reports across multiple workstreams is a plus.RESPONSIBILITIES:
  • Oversee Sr. analysts and analysts responsible for asset set up for new securities and structured transactions - coordinate with Portfolio Management team to (ii) understand new structures and (ii) build-out infrastructure to support new structures in Global Atlantic's Investment Management Platforms (LMS, Geneva, etc)
  • Set up of SPVs to hold assets and facilitate internal securitization of asset cashflows.
  • Inclusive of settlement of loans/assets, onward participation of loans/assets across Global Atlantic Portfolios - coordination with Legal and custody banks.
  • Oversee Sr. analysts and analysts responsible for funding and settlement of all deal flow.
  • Oversee Sr. analysts and analysts responsible for ongoing asset lifecycle management (Principal and Interest Remittances, Pay-downs, Pay-offs, coupon updates, factor updates, etc.)
  • Review cash and asset movement across Global Atlantic custody and trust banks and accounts related to Investment Activity (trades, transfers, etc.)
  • Interface and manage the relationship with third party servicers (loan servicers, asset managers, Federal Home Loan Banks, Custodian Banks, etc.)
  • Coordinate above activities with Investment Accounting, Investment Controls, Risk, Asset Allocation, Investment Origination , etc. - inclusive of interfaces with ancillary platforms/systems
  • Identify processes enhancements and develop an implementation program.
  • Supervision, train, and mentor direct FTEs supporting the above.
QUALIFICATIONS:
  • Bachelor's degree with 8-10 years (AVP) or 10+(VP) of relevant experience at an asset manager, insurance company or related field. Masters degree a plus.
  • Experience with Geneva and/or Clearwater a plus
  • Proven track record of managing investment operations teams and complex transformation projects.
  • Understanding of Fixed Income asset classes and derivatives instruments.
  • Strong analytical and problem solving skill set
  • Ability to work with Portfolio Managers and senior management
  • Excellent communication and interpersonal skills to work in a fast paced, team environment
  • Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus)
  • Self-starter with ability to work independently to solve complex problems.
“To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.”#LI-CA1#LI-HybridVarious 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$108,000—$207,000 USDOur 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 toGlobal 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.

Global Atlantic