Investments Management Associate
COMPANY OVERVIEW
Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.
We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us.
The KKR-Global Atlantic partnership - The Global Atlantic Story
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POSITION OVERVIEW
We are seeking an associate to join our growing management team in the Global Atlantic Investments Office that will directly support our Investments Chief of Staff. This is a critical position for the GA Investments Office amidst growth and organizational change and provides a unique vantage point to bring value to our executive team and portfolio managers overseeing [$170+bn] of assets. This role will support and provide thought partnership to the Investments Chief of Staff in various aspects, including planning and execution of strategic initiatives, board relations and communications internally and intra-company across our business lines and with GA parent KKR.
The successful candidate is a self-starter and quick learner with excellent organizational, project management and relationship-building and strong interpersonal skills. Day-to-day, the management associate will shadow and directly support the Investments Chief of Staff, joining meetings with key stakeholders, and use organizational and strategic frameworks to activate on decisions and areas for exploration or coordination. The management associate will also work collaboratively with the Investments leadership team broadly including the Head of Investments Management to ensure everyone is aligned with the GA Investments Office strategic vision and objectives.
KEY RESPONSIBILITIES
- Work with the Investments Chief of Staff on day-to-day responsibilities, including Board planning, communications and coordination; prepare materials and prep for regular cadence of business meetings
- Create content related to GA Investments’ key strategic priorities; Build financial models and perform analysis to evaluate business trends
- Partner with internal constituents to prepare presentations, talking points and analytics on market and business performance for our Management Committee
- Support deal review processes including committee memos, operational planning and business support mechanics
- Develop and manage internal communication within Investments; plan cadences and develop agendas for Townhalls, staff meetings, etc
- Partner with Investments leadership on business planning, expense budgeting and reporting
- Coordinate and manage office related issues such as onboarding, intern programs, etc
- Act as an advisor to the Investments Chief of Staff and leadership team related to staff and business activities
- Drive development and reporting of business metrics for senior management discussions
- Execute on ad hoc broad strategic initiatives
- Serve as a liaison with staff, senior leaders, firmwide departments regarding project updates, proposals and initiatives
QUALIFICATIONS
- Bachelor’s Degree required
- 2-4 years of work experience in financial services. Background in investment banking / asset management, capital markets, and / or financial services management consulting a plus.
- Excellent verbal and written communication skills. High attention to detail and strong analytical skills to present business trends in Microsoft Excel, PowerPoint and Word.
- Experience communicating with senior leadership, clients and/or institutional investors.
- Strong judgment, professionalism and ability to work effectively in challenging, fast-paced environment.
- Team-oriented, energetic self-starter with a positive attitude. Our firm is growing, and we need an ambitious and adaptable individual to support our Investments leadership team.
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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 role is
$97,500—$185,500 USD
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.
TOTAL REWARDS STATEMENT
Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.
We are active in our communities-
- New York: StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project
- Boston: Cradles to Crayons, Boston’s Healthcare for the Homeless, Thompson Island Outward Bound, Rosie’s Place, Catie’s Closet, Project Bread, Rise Against Hunger, Space to Thrive
- Hartford: Junior Achievement, Habitat for Humanity, Oliver’s Pajama, United Way
- Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
- Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation
- Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop
- Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake Respite
- Bermuda: Keep Bermuda Beautiful, Center Against Abuse, Truck Island Nature Reserve, Bermuda Economic Development Corporation
Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.
Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email [email protected].
Please click on the links below to learn more about Global Atlantic.
Global Atlantic Privacy Statement
Our employees are in the office 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact [email protected].