Insurance Portfolio Implementation… at Global Atlantic · New York

Summary: Global Atlantic is a leading provider of retirement security and investment solutions. They are seeking a highly analytical and detail-oriented Analyst to join their Investment Operations team, focusing on Portfolio Implementation and Monitoring for their insurance business and investment portfolios. 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 Required Qualifications: - 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 Qualifications: - 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 Required Skills: Insurance investment operations, Portfolio analytics, Excel Important Skills: SQL, Python, Tableau, Analytical skills 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