Global Atlantic · 15 hours ago
Insurance Portfolio Implementation Analyst
New York, NY - 30HY
Full-time
Onsite
Entry Level
$80K/yr - $110K/yr
1+ years expGlobal Atlantic is a leading provider of retirement security and investment solutions. They are seeking a highly analytical Analyst to join their Investment Operations team, focusing on Portfolio Implementation and Monitoring for their insurance business and investment portfolios.
Financial ServicesInsuranceLife InsuranceRetirement
No H1B
Responsibilities
Support the execution of asset allocation logic across portfolios, including owning a number of manual processes and identifying opportunities for technology enhancements
Track order flow, coordinate with trading and operations teams, and ensure timely settlement
Monitor portfolios for adherence to allocation targets and trust compliance guidelines
Contribute to investment rotation implementation and the onboarding of new investments
Identify variances, excess cash, and optimization opportunities in collaboration with PMs
Aggregate and analyze data inputs from multiple systems and sources to support decision-making
Help streamline workflows and enhance efficiency between investment teams, trust compliance, and operations
Maintain logging and monitoring processes for investment commitments and portfolio activity
Support demand calculations and short-term liquidity planning
Support operational readiness for new investments, particularly in private credit and alternative assets, by ensuring proper security set up and process coordination
Contribute to the continuous improvement of portfolio implementation, monitoring, and asset allocation processes through automation, analytics, and system enhancements
Ensure adherence to internal controls, risk policies, and insurance-specific regulatory and capital requirements
Qualification
Required
Bachelor's degree in finance, accounting, economics, business, or a related field
1–3 years of experience in insurance investment operations, asset management, or related fields
Strong understanding of insurance investment structures, especially within regulated environments
Familiarity with private credit, structured products, and alternative investment cash flows
High attention to detail, with strong analytical and problem-solving skills
Proficient in Excel; experience with macros, Tableau, SQL, and/or Python is preferred
Strong verbal and written communication skills; ability to collaborate across teams and communicate with stakeholders at various levels
Preferred
Prior experience supporting insurance asset management or working with trust compliance frameworks
Exposure to private credit, private equity, or other illiquid investment strategies
Familiarity with cash forecasting, commitment tracking, or portfolio rotation modeling
Hands-on involvement with order management systems or portfolio rebalancing tools
Experience working in cross-functional teams across investment, operations, and compliance functions
Exposure to the operational lifecycle of private market investments & illiquid asset types, including capital calls and distributions
Benefits
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)
Sales incentives
Company
Global Atlantic
Global Atlantic is helping individuals and families think ahead for financial security.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.01B2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity
Leadership Team
Allan Levine
Chairman and Chief Executive Officer
Timothy Bridgers
Managing Director of Preneed
Recent News
2026-01-18
Company data provided by crunchbase