Global Atlantic · 4 months ago
Associate, Asset and Ratings Surveillance
Boston, Massachusetts, United States
Full-time
Onsite
Mid, Senior Level
$120K/yr - $150K/yr
6+ years expGlobal Atlantic is a leading provider of retirement security and investment solutions. The Associate will oversee the surveillance of structured investments, including monitoring asset ratings and investment performance while communicating effectively with stakeholders and formalizing monitoring processes.
Financial ServicesInsuranceLife InsuranceRetirement
No H1B
Responsibilities
Support rating surveillance process on all GA-structured transactions (100% owned or syndicated)
Prepare rating agency package (updated deal model inclusive of rating agency stress scenarios, latest investor reports, borrower financial statements, asset performance reports)
Coordinate with the various stakeholders any information requests by the agencies
Keep up to date performance/asset level data in GA Structuring folder
Get updated underlying asset information in coordination with PM, KKR and TPA teams
Roll forward transaction model in Intex or other excel template
Manage all rating agency requests and updates
SPV Asset Management
Monitor performance of key tests and triggers
Monitor rating action of public issuance across sectors to stay ahead of potential assumption changes
Consider any changes to structure to better optimize capital (NAIC and BMA) or protect against performance issues
Primary point of contact for TPAs (Goal, WTNA, Vistra etc)
Finalize deal models on intex platform with handoff from transaction lead
Coordinate any underlying document amendments with transaction lead
Monthly Cashflow reconciliation (and to normalize/analyze inconsistencies)
Part of team supporting for internal GA teams on portfolio (with oversight from transaction leads)
Work with valuations team on pricing and cashflow support where needed given usage of transaction models
Answer transaction model questions and provide any documentation/performance data requested from teams generally
Perform income reconciliation for Sidecar vehicles and other measures
Qualification
Required
Bachelor's degree
6+ years of relevant experience at an asset manager, insurance company or related field
Understanding of Structured Asset Based Financed 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
Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus)
Self-starter with ability to work independently and build proper processes
Preferred
Masters degree a plus
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