Investment Operations Senior Analyst jobs in United States
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Global Atlantic · 1 hour ago

Investment Operations Senior Analyst

Global Atlantic is a leading provider of retirement security and investment solutions. The Investment Operations Senior Analyst will support a significant portfolio of assets, focusing on compliance, automation, and client inquiries while collaborating with the Investments Team.

Financial ServicesInsuranceLife InsuranceRetirement
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Comp. & Benefits

Responsibilities

Develop a broad understanding of all asset classes invested in by Global Atlantic
Support day-to-day reviews of investment guideline compliance reports
Assist with ongoing automation efforts
Launch of new sidecar compliance processes
Help respond to client inquires
Run ad-hoc analysis / scenario-based testing for our Investments Team

Qualification

Fixed Income knowledgeFinance/Investments interestAnalytical skillsCommunication skillsInterpersonal skills

Preferred

Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field)
Understanding of Fixed Income asset
Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of 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

Benefits

Discretionary bonus

Company

Global Atlantic

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Global Atlantic is helping individuals and families think ahead for financial security.

Funding

Current Stage
Late Stage
Total Funding
$1.01B
2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity

Leadership Team

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Allan Levine
Chairman and Chief Executive Officer
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Timothy Bridgers
Managing Director of Preneed
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Company data provided by crunchbase