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Global Atlantic · 4 months ago

VP, Asset and Ratings Surveillance

Boston, Massachusetts, United States

Full-time

Onsite

Senior Level, Lead/Staff

$160K/yr - $225K/yr

10+ years exp

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. The VP, Asset and Ratings Surveillance will oversee the surveillance of structured investments, including monitoring asset ratings and investment performance, and will be responsible for analyzing investment data and communicating effectively with stakeholders.

Financial ServicesInsuranceLife InsuranceRetirement

Comp. & Benefits

No H1B

Responsibilities

Lead 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

Monitor 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)

Work 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

Qualification

Structured Asset Based InvestmentsAnalytical SkillsMicrosoft Office ProficiencyTeam ManagementCommunication SkillsProblem Solving SkillsInterpersonal SkillsSelf-starter