VP, Asset and Ratings Surveillance

2 weeks ago


Boston, United States Global Atlantic Full time

Join to apply for the VP, Asset and Ratings Surveillance role at Global Atlantic1 day ago Be among the first 25 applicantsJoin to apply for the VP, Asset and Ratings Surveillance role at Global AtlanticGet AI-powered advice on this job and more exclusive features.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 www.globalatlantic.com.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 www.globalatlantic.com.Position SummaryServe as VP overseeing the surveillance of Global Atlantic’s structured investments, including monitoring asset ratings, investment performance, deal activity, deal efficiency and market opportunities. The ideal candidate will be able to independently analyze investment data, communicate investment data effectively with key stakeholders and formalize monitoring processes.ResponsibilitiesLead rating surveillance process on all GA-structured transactions (100% owned or syndicated).Prepare rating agency package (updated deal model inclusive of rating agency stress scenarios, latest investor reports, borrower financial statements, asset performance reports).Coordinate with the various stakeholders any information requests by the agencies.Keep up to date performance/asset level data in GA Structuring folder.Get updated underlying asset information in coordination with PM, KKR and TPA teams.Roll forward transaction model in Intex or other excel template.Manage all rating agency requests and updates.SPV Asset ManagementMonitor performance of key tests and triggers.Monitor rating action of public issuance across sectors to stay ahead of potential assumption changes.Consider any changes to structure to better optimize capital (NAIC and BMA) or protect against performance issues.Primary point of contact for TPAs (Goal, WTNA, Vistra etc).Finalize deal models on intex platform with handoff from transaction lead.Coordinate any underlying document amendments with transaction lead.Monthly Cashflow reconciliation (and to normalize/analyze inconsistencies).Main point of contact for internal GA teams on portfolio (with oversight from transaction leads).AnalyticsRiskFinance/Tax/AcctWork with valuations team on pricing and cashflow support where needed given usage of transaction models.Answer transaction model questions and provide any documentation/performance data requested from teams generally.Income reconciliation for Sidecar vehicles and other measures.Manage a small team of at least one other colleague.QualificationsBachelor’s degree 10+ years of relevant experience at an asset manager, insurance company or related field. Masters degree a plus.Understanding of Structured Asset Based Financed Investments.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 and build proper processes.“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.”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$160,000—$225,000 USDPrivacy StatementOur 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 benefits@gafg.comGlobal 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.Seniority levelSeniority levelExecutiveEmployment typeEmployment typeFull-timeJob functionJob functionOtherIndustriesInsuranceReferrals increase your chances of interviewing at Global Atlantic by 2xGet notified about new Vice President jobs in Boston, MA.VP Strategy & Operations - Pioneering Intelligence InitiativeCanton, MA $90,000.00-$100,000.00 2 weeks agoVice President, Organizational EffectivenessBoston, MA $325,000.00-$350,000.00 2 weeks agoBoston, MA $140,000.00-$170,000.00 1 month agoVice President, Global Respiratory Products LeaderSomerville, MA $281,000.00-$422,000.00 1 day agoCambridge, MA $75,000.00-$90,000.00 1 year agoVP, Investment Operations | Boston | 5 days/week in-office | Strong Comp & BenefitsBoston, MA $150,000.00-$200,000.00 2 days agoBoston, MA $340,000.00-$370,000.00 4 days agoVice President, Global Consumer InsightsVice President, Organizational EffectivenessBoston, MA $325,000.00-$350,000.00 3 hours agoVP for Enterprise Learning & DevelopmentVice President, Global Strategic IntegratorsCambridge, MA $300,000.00-$350,000.00 3 weeks agoVice President of Sales (AI Data Centers)Boston, MA $175,000.00-$350,000.00 2 weeks agoWe’re unlocking community knowledge in a new way. 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