Associate, Financing & Capital Markets

Posted 19 Hours Ago
Be an Early Applicant
New York, NY
140K-170K Annually
Senior level
Insurance
The Role
As an Associate in the Treasury/Capital Markets team, you will execute the firm's capital management strategy, support debt solution development, maintain lender relationships, manage due diligence processes, conduct industry research, and help identify strategic opportunities across the company.
Summary Generated by Built In

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

Watch the Global Atlantic & KKR Partnership Story

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Company Overview:

Global Atlantic is one of the fastest growing companies in the Life and Annuity industry. We are focused on the U.S. retirement and life insurance markets with a broad range of annuities and life insurance options, as well as reinsurance solutions. Our success is based on competitive and innovative product designs, leading investment management and integrated risk management, along with highly experienced leadership.

Global Atlantic is looking for a diverse team of talented people who support our culture of collaboration and innovation. Our unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. 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.

Position Overview:

We have a unique opportunity for an Associate to join our New York based Treasury/Capital Markets team, a group that is charged with executing Global Atlantic’s firmwide financing strategy and communicating our performance to investors.  This individual will support the analysis, evaluation and communication of the company’s financing strategy

Responsibilities will include:

  • Lead in the execution of Global Atlantic’s capital management strategy, including supporting the development, analysis and structuring of debt solutions for our sponsored third-party capital vehicles.
  • Develop marketing materials for current / prospective lenders. 
  • Establish and maintain third-party relationships, including through the development of quarterly firm-wide bank relationship materials, board materials and other ad-hoc deliverables.
  • Drive transaction processes by managing due diligence & KYC requests, maintaining data rooms, coordinating with internal and external stakeholders, as well as negotiating legal documents (e.g., credit agreements, reimbursement agreements, etc.).
  • Conduct industry research and peer analysis, including maintaining knowledge of financial markets and industry environment. Distill findings for senior management, with a focus on the impact to the firm’s relative performance and lending needs.
  • Develop a deep understanding of Global Atlantic’s financial and operational profile and help identify opportunities for strategic development across all aspects of the company.
  • Build relationships with internal functional groups, including investments, legal, finance, tax and reinsurance.

Qualifications

  • Bachelor’s degree required (progress towards CFA is a plus).
  • 4-8 years total work experience preferred. Prior work experience in financial services or consulting, in particular involving corporate banking, or capital markets.
  • Knowledge of financial services industry and related products.
  • Experience in financing transactions, with a focus on financial modeling and due diligence are a plus but not required.
  • 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 Treasury/Capital Markets team.
  • This role is not eligible for visa sponsorship now or in the future.  


#LI-WC1

#LI-hybrid

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

$140,000$170,000 USD

TOTAL REWARDS STATEMENT 

Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. 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 strive to foster a culture of total well-being through community outreach and charitable giving programs. Learn more about our Charitable Giving Programs.

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 was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn about our Benefits offerings.

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. Find out more about GA’s commitment to creating a culture of belonging: DE&I and Strategic Pillars.

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 require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email [email protected].

Discover more about Global Atlantic below:

2023 Corporate Responsibility Report

Explore the GA Careers Video Channel

Follow Global Atlantic on LinkedIn

View Global Atlantic's Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

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. 

The Company
Batesville, IN
1,140 Employees
On-site Workplace
Year Founded: 2004

What We Do

Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.

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