Program Associate - Treasury/Capital Markets jobs in United States
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Global Atlantic · 2 weeks ago

Program Associate - Treasury/Capital Markets

Global Atlantic is a leading provider of retirement security and investment solutions. They are seeking an Associate to join their Treasury/Capital Markets team to support the evaluation, execution, and management of the company’s capital markets business, focusing on insurance funding agreements.

Financial ServicesInsuranceLife InsuranceRetirement
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Comp. & Benefits
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Responsibilities

Lead various execution workstreams for Global Atlantic’s institutional funding and capital markets business, including supporting the strategy, origination, structuring and ongoing management of transactions
Actively monitor the credit markets for opportunities and support the implementation of Global Atlantic’s funding strategy, with a focus on optimizing funding across tenors, currencies and structures
Establish and maintain external relationships, with bank advisors, counsels, and auditors
Drive transaction processes by managing due diligence processes, data rooms, coordinating with internal and external stakeholders, as well as negotiating transaction terms and legal documents
Conduct industry research and peer analysis, including maintaining knowledge of financial markets and industry environment. Distill findings for senior management with actionable insights on funding strategy and market positioning
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, operations, reinsurance and pricing teams

Qualification

Financial modelingDue diligenceInvestment bankingDebt capital marketsSales & tradingFinancial services knowledgeAnalytical skillsCommunication skillsTeam-orientedAttention to detailPositive attitude

Required

Bachelor's degree required (progress towards CFA is a plus)
3-4 years total work experience preferred
Prior work experience in investment banking, debt capital markets, or sales & trading preferred
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
This role is not eligible for visa sponsorship now or in the future

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

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Global Atlantic is helping individuals and families think ahead for financial security.

Funding

Current Stage
Late Stage
Total Funding
$1.01B
2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity

Leadership Team

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Allan Levine
Chairman and Chief Executive Officer
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Timothy Bridgers
Managing Director of Preneed
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Company data provided by crunchbase