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Investment Operations Associate
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$112k-180k (estimate)
Full Time 1 Week Ago
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Global Atlantic Financial Group is Hiring an Investment Operations Associate Near Boston, MA

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.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.POSITION OVERVIEW – Investment Ops Credit AssociateGlobal Atlantic is seeking an Associate to join its Investment Operations Credit Team located in Brighton, Massachusetts. The candidate will support the lifecycle management, corporate actions, and settlements of the Middle Market Credit book within the WSO platform. The candidate must demonstrate excellent communication skills and a high level of analytical aptitude. Additionally, they must excel in a high-pressure environment and be able to take on diverse responsibilities across all activities performed within the Investment Operations team and broader organization. Key responsibilities will include:Supporting end to end processing of the Middle Market lifecycleMaintain our trading and activity within GA Edge, Wall Street Office and ClearPar, with proper portfolio information and coordinate data with trustees.Maintain and manage corporate action communications and transaction booking.Oversight of end-to-end processing and analysts supporting workflowManage offshore support team and process oversight.Directly support the Credit Desk with a focus on corporate actions and complex trading eventsManage a team of 2-3 that support lifecycle processing and reconciliations.Coordinate with the CLO team and impacts of the collateral management under that structure.QUALIFICATIONSBachelor’s degree with 3-5 years of Private Credit ExperienceWall Street Office and ClearPar experience a plusStrong analytical and problem-solving skills.Self-motivated and eager to learn.Excellent communication and interpersonal skills.Ability to multi-task and prioritize responsibilities.Ambitious and results driven.Positive attitude and ability to overcome challenges.Creative and entrepreneurial mindset.Proficiency with Microsoft Excel (VBA and Visio experience a plus)As an Associate, you will play a key role in supporting our Credit Operations and WSO management team. This is an exciting opportunity to join a dynamic and growing organization.#LI-AM1#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$78,500

$149,500 USDGlobal 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’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 ProjectBoston : 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 ThriveHartford : Junior Achievement, Habitat for Humanity, Oliver’s Pajama, United WayIndianapolis : Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research FoundationBatesville : So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community FoundationDes Moines : United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and DropBerwyn/Wayne : Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake RespiteBermuda : Keep Bermuda Beautiful, Center Against Abuse, Truck Island Nature Reserve, Bermuda Economic Development CorporationSocial 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.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 .How did you hear about this job? (if you were referred, please indicate the name of your referrer)Are you legally authorized to work in the United States?Will you now or in the future require sponsorship for employment visa status?What is your desired salary (break out bonus and base)?What is your current Company Name or if you are not working, the name of your last Company where you were employed?What is your current Job Title? If you are not working, what was your Job Title in your last role?Have you worked for any company or third-party provider where you worked on matters involving Global Atlantic Financial Group or KKR in the last 24 months, to include, your current and/or previous employers?If YES, what company were you working at while involved with a Global Atlantic or KKR account?Have you applied for a full time or contract position with Global Atlantic within the past 6 months?What is your full address?
Example:32 Longview LaneWest Hartford, CT 06107
LinkedIn ProfileDo you have a family member works or has worked for Global Atlantic or KKR?If Yes, please provide the name of the current or former GA or KKR employee and the nature of your relationship with the individual(s).Voluntary Inclusion QuestionsWe encourage qualified applicants from all backgrounds to apply. As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds. Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information).This information is not used to determine who is selected for interviews or will be hired, but is helpful in identifying resources, sites and groups which add value in increasing our applicant pool and ensures that we attract the best and most diverse workforce. This is purely voluntary but will help our mission to be inclusive.Which category below best describes you (please select only one):Black or African AmericanAsianHispanic Or LatinoNative Hawaiian or Other Pacific IslanderNon-Hispanic White or CaucasianTwo or More Races (Not Hispanic or Latino)American Indian or Alaska NativeI don't wish to answerHow do you currently describe your gender identity? (please select only one)MaleFemaleNon-Binary/Third GenderI don't wish to answerHave you been diagnosed with any disability or impairment? (please select only one)YesNoI don't wish to answerDo you identify as a veteran or as being or having been a member of the military? (please select only one)YesNoI don't wish to answerDo you consider yourself a member of the Lesbian, Gay, Bisexual, Trans or Queer (LGBTQ ) community? (please select only one)YesNoI don't wish to answerWhich of the following best describes your education status? (please select the one option that fits you best)College graduateFirst-generation college graduateIn the process of completing my college degree
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Job Summary

JOB TYPE

Full Time

SALARY

$112k-180k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

05/20/2024

WEBSITE

globalatlantic.com

HEADQUARTERS

New York, NY

SIZE

500 - 1,000

INDUSTRY

Investment Management

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The following is the career advancement route for Investment Operations Associate positions, which can be used as a reference in future career path planning. As an Investment Operations Associate, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Associate. You can explore the career advancement for an Investment Operations Associate below and select your interested title to get hiring information.