Investment Operations Analyst at Global Atlantic Financial Group Opportunities

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Feb, 26

Salary

85000.0

Posted On

05 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Problem-Solving, Process Improvement, Microsoft Excel, VBA, SQL, Investment Platforms, Communication Skills, Interpersonal Skills, Data Management, Reconciliations, Investment Accounting, Investment Operations, Control Reporting, Trade Settlements, Exception Management

Industry

Insurance

Description

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. POSITION SUMMARY: The Investment Operations group supports $190B+ in assets across a diverse range of asset classes, including real estate, credit, derivatives, specialty finance, and alternatives. The Investment Operations Controls Analyst will play a key role in the execution, enhancement, and build-out of Global Atlantic’s investment control framework, providing broad exposure to all asset classes and functions within the investment lifecycle. This role is ideal for an analytical, detail-oriented professional seeking to contribute to a dynamic investment operations environment with significant scale and complexity. RESPONSIBILITIES: Oversee reconciliation processes for principal and interest cash flows on fixed income investments (e.g., loans, bonds), par values, cash wire activity, and other key data elements impacting risk, analytics, and accounting. Own and manage assigned control and reporting functions across Global Atlantic’s investment portfolio. Support the development and enhancement of control reporting, reconciliation workflows, and process documentation. Maintain data integrity across multiple investment systems, ensuring consistency within the security master and related platforms. Ensure compliance with internal control standards, audit requirements, and procedural guidelines. Compile and analyze key metrics related to reconciliations, trade settlements, and exception management. Partner with technology teams to automate and streamline manual processes. QUALIFICATIONS: Bachelor’s degree with 0–3 years of relevant experience in Investment Operations, Investment Accounting, or related functions. Strong analytical and problem-solving skills with a focus on process improvement. Proficiency in Microsoft Excel required; familiarity with VBA and SQL is a plus. Experience with investment platforms such as Geneva, Bloomberg, or Clearwater Analytics preferred. Excellent communication and interpersonal skills with the ability to work effectively in a fast-paced, team-oriented environment. Ability to interpret complex investment and legal documents to extract key information. Familiarity with bank account structures, reconciliations, and data management practices preferred. 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 position is $65,000 - $85,000 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 benefits@gafg.com 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.

Responsibilities

The Investment Operations Controls Analyst will oversee reconciliation processes for cash flows on fixed income investments and manage control and reporting functions across the investment portfolio. This role involves maintaining data integrity and ensuring compliance with internal control standards.