About the role

Corebridge Financial is seeking an Officer of State Affairs responsible for providing strategic legislative and regulatory identification, tracking and advocacy on behalf of Corebridge Financial and its operations in the South Eastern United States. This position reports to Head of State Affairs, Corebridge Financial .

Specific Responsibilities

• Manages strategic interests in assigned states through contract lobbyists, direct advocacy, testimony, use of trade groups and coalitions, and relationships with key state policymakers. Lobbies state legislators and regulators.
• Tracks legislation and regulation.
• Works with member state legislative teams on legislative and regulatory issues affecting the Insurance and Financial industry.
• Prepares advocacy materials for member companies, including issue-briefs, talking points, one-pagers, comment letters, and PowerPoint presentations in coordination with other operational staff.
• Develops and presents state testimony and attends relevant hearings.
• Represents Corebridge Financial and the insurance financial services industry at intergovernmental organization meetings.
• Manages intergovernmental relationship and issues.
• Develops consensus/positions/strategy among member companies on legislative issues.
• Works with member company representatives to formulate industry-wide state strategic plans, including industry positioning and advocacy, ally and coalition development, and grassroots activities.
• Travel Requirements: ~30%, domestic.

About the role

The individual that fills this position will be responsible for various aspects of the Compliance programs for Corebridge Financial's mutual funds (“Funds”) and investment advisers, SunAmerica Asset Management LLC (SAAMCo) and VALIC. 

Specific Responsibilities

• Supporting compliance and administrative aspects of the Funds’ proxy voting governance function.
• Assisting with management of policies and procedures for the Mutual Fund Compliance program, including policies and procedures for the voting of proxies relating to the Funds’ securities (“Proxy Voting Policy”).
• Collaborating with proxy voting service providers to ensure accurate implementation of the Proxy Voting Policy.
• Assisting with planning and organizing regular meetings of the Proxy Voting Committee, including researching proxy issues as needed for presentation to the committee.
• Auditing proxy votes to ensure compliance with the voting guidelines of the Proxy Voting Policy.
• Supporting the preparation and filing of regulatory documents and disclosures.
• Preparing and reviewing compliance reports for presentation to the Funds’ Boards by the Chief Compliance Officer.
• Assisting with ongoing due diligence of the Funds’ external subadvisers and other third parties.
• Managing ad hoc projects that arise due to new regulations or requests by our business partners.
• Assisting the Chief Compliance Officer and colleagues with other matters that may arise from time to time with the compliance program and related procedures.

About the role

Corebridge Financial is actively seeking a Lead Compliance Analyst, Compliance Reporting & Issue Documentation who will report to the Director of Compliance on the Corebridge Corporate Compliance team.  This role is responsible for Compliance reporting, data validation, issue resolution and administration of Compliance databases including data management, user testing and access controls.  This individual will be responsible for maintaining data integrity and for building required reports off various Archer and other Compliance platforms.   This individual will work with personnel from across Corebridge Compliance and, possibly, other key control functions.

Performance Objectives

• Assists in the administration, maintenance and enhancements of Corebridge Compliance data collection tools, templates and applications, including, but not limited, to Archer modules and Power Apps solutions.
• Supports Compliance teams with system reporting, analytics, and data validation.
• Develops and prepares Global Compliance Group quarterly reports (global and business unit) and assists in the review and annual update of quarterly reporting procedures.
• Assists in technical reporting aspects of quarterly Compliance assurance reports, board reporting and senior management reports; assists with other ad hoc reporting and metrics to determine trends and patters as it relates to the Corebridge risk profile and issue tracking
• Develops and ensures ongoing maintenance of a centralized repository for reporting across Corebridge Compliance.
• Assists in the assessment, identification, and onboarding of new and enhanced technology; liaise with vendor governance, IT, Procurement, and other stakeholders to move new vendors through the approval process.
• Assists in the development of business requirements documentation; assist in user testing of new technology, as needed.
• Assists in the development of training programs on use of Power BI and similar data analytics tools.
• Work with Compliance director in separation activities as they relate to Compliance systems and technology.

About the role

The attorney’s primary role will be to advise Investments, one of the world’s largest institutional fixed income investors, with respect to the activities of several business units, with current emphasis on residential mortgage loan (“RML”) acquisitions, securitizations of RMLs, capital markets transactions, insurance regulatory matters, and other financial transactions as client needs develop and evolve.  This is a dynamic, high-profile and client-facing position for a self-starting lawyer willing to dive into a number of new and challenging projects.

Specific Responsibilities

• Provide day-to-day legal support to the RML business team, with responsibilities to include oversight of internal RML acquisition entities, maintain familiarity with key laws governing such investments, oversee investment arrangements with third parties and with governmental agencies.
• Independently structure, negotiate and draft a broad range of structured credit agreements in support of bespoke transactions as they are developed by the capital markets group. 
• Manage all aspects of relationships with outside counsel and other professionals representing Investments.
• Work collaboratively with peers across Legal, Compliance and other control functions as well as with all levels of staff to ensure philosophical consistencies of approach and practice across diverse business lines and legal entities.
• Advise and assist front office, operational, finance and administrative groups on all aspects of fixed income investment related transactions including regulatory and governance issues
• Advise and assist the AIG Investments Compliance Department regarding the business’s regulatory and ethical obligations, practices and procedures.

About the role

The candidate reports to the Compliance Director, Mutual Funds. The individual that fills this position will be responsible for various aspects of the Compliance programs for Corebridge Financial's mutual funds and investment advisers SunAmerica Asset Management LLC (SAAMCo) and VALIC which include:

• Collaborating with the Compliance Director, CCO and other members of the Compliance team on identifying and implementing automation initiatives including those related to derivatives monitoring.
• Working with the Compliance Risk Informatics & Monitoring team on process enhancements and data analytic projects.
• Monitoring the Funds and serving as a secondary reviewer of rule changes and alert dispositions in Bloomberg AIM to ensure daily compliance with investment guidelines.
• Assisting with ongoing due diligence of the Funds’ external Subadvisers.
• Managing ad hoc projects that arise due to new regulations or requests by our business partners.
• Assisting the CCO with other matters that may arise from time to time with the compliance program and procedures.

The ideal person for this role should enjoy being a part of collaborative, team-based environment and possess a strong desire to learn.

About the role

The Senior Compliance Analyst reports to the Chief Compliance Officer. This position has the responsibility of completing compliance functions, including but not limited to, compliance testing and monitoring, reporting, responding to regulatory inquiries, identifying and addressing trends and pattern analysis, performing special investigations, and leading special projects. The responsibilities of the position will include the following:

• Identify and assist in mitigating compliance risk within the organization.
• Review and test supervisory controls for common risk and regulatory issues.
• Create summaries detailing VFA supervisory and sales trends and patterns including, but not limited to: compliance with Regulation Best Interest, internal controls, regulatory action plans, and other compliance related initiatives.
• Participates in the creation and issuance of written procedures and respective Compliance communications.
• Manage and maintain strong relationships with business partners.
• Communicates and escalates issues as appropriate to the Senior Management.
• Stay current on industry and regulatory trends.

About the role

This position reports to the Head of U.S. Commercial Real Estate Finance in New York, Legal, AIG Investments.

Specific Responsibilities

• The Associate General Counsel’s primary role will be to advise the Commercial Real Estate Finance (“CRE”) Team within AIG Investments, one of the world’s largest institutional fixed income investors, with respect to commercial real estate-related financing and investment transactions, including commercial mortgage loan originations, syndications, mezzanine investments, secondary and portfolio acquisitions of commercial mortgage loans, as well as with regard to managing the Company’s commercial loan portfolio, including loan modifications, loan servicing, workouts, foreclosures, and the management, leasing and sale of owned real estate. 
• An ideal Associate General Counsel (“AGC”) will be excited about representing the Investments’ Legal Team inside of a fast paced business that is growing and changing.  The AGC will have a solid sense of his/her role of counselor to the business team and will be mindful of the rewards and challenges of working inside of a business. The AGC must be agile and resourceful, ready to handle all that is within his/her realm of experience, be humble enough to recognize what is outside his/her experience and curious to expand and grow that knowledge base as opportunities arise.

About the role

In this challenging and dynamic role, you will have the opportunity to provide paralegal services to the Corebridge Financial Retirement Services business. You will work with a team of lawyers and other professionals who are responsible for legal support of Corebridge Financial Retirement Services’ annuities, registered products, distribution-related matters, retirement plan operation matters, contract matters, regulatory exams, and multiple strategic projects. This position reports directly to Assistant General Counsel, Corebridge Financial Retirement Services, within Life & Retirement.

Specific Responsibilities

You will be working on all aspects of legal support of Corebridge Financial Retirement Services (AIGRS) business. Examples of the work in which you will be involved include supporting the Legal Team with:

• Responding to Requests for Proposal
• IRS, ERISA, DOL and state insurance law issues
• Securities laws issues, such as registration and maintenance of variable insurance products, including scheduling workflow, maintaining filing calendar, record keeping support, and preparing EDGAR submissions.
• Federal and state examinations of the AIGRS business.
• Assisting with contract review and maintenance, including plan service agreements, plan documents, fund related, vendor, and any other general agreements.
• Drafting and/or editing correspondence, memoranda, reports, and perform legal research.
• Tracking federal/state legislation impacting AIGRS’s business and related tasks, and special projects support.
• Requests from Operations and related documentation/filing.

Principal Responsibilities:

• Project management for implementation of new/revised rules and regulations, global compliance programs, and Compliance transformation initiatives, (including any associated technology platforms) in the investment advisory space. Includes, among other things:
  • Coordination and collaboration with:
    • Corporate Compliance Centers of Excellence for program management
    • Project Teams for implementation of programs or new technologies
    • PGIM CCOs, PGIM business compliance, PGIM businesses and other control partners
  • Documentation and communication of key program and related process changes affecting PGIM businesses
  • Conducting risk and gap analyses
  • Tracking and insuring closure/integration of PGIM requirements (process, workflow, technology-related, etc.)

• Leadership for various regulatory disclosures filings (Form ADV, Forms PF, Canadian regulatory, etc.).    which requires working knowledge of all applicable investment advisory rules and regulations to serve as a resource for developing, implementing and communicating guidance to business partners.

• Management and development of compliance data analytics and metrics from varied, global source systems. Metrics include: personal securities trading, gift & entertainment, training, marketing review, among others. 

• Compliance Risk Management Program and Rule 206(4)-7 testing for the PGIM central functions. Includes:
  • Overseeing, developing and executing a proactive and strategic CRMP within PGIM that is both risk-based and data driven, including conducting inherent and residual risk assessments.
  • Developing and executing the CRMP’s approach for the PGIM Central functional supporting and for cross-PGIM risk mitigation
  • Leading and coordinating risk mitigation through issue escalation and tracking of identified gaps
  • Coordinating transition from Archer to OpenPages as new issue tracking and resolution platform

Principal Responsibilities:

• With respect to PGIM Custom Harvest, the attorney would work closely with business partners on enhancing the platform, including drafting, reviewing and/or negotiating client agreements, intermediary agreements, service provider and other agreements, preparing/reviewing Form ADV and other disclosures, and working with the PGIM Investments team to continue to integrate the platform into PGIM Investments.
• Provide legal advice to internal business clients on investment advisory, investment company and regulatory issues in developing new strategies and supporting existing strategies.
• Provide legal support to key internal partners including product development, sales team, compliance and marketing departments.
• Review annual ADV disclosures and any amendments; also assist with registration and regulatory disclosures for funds, including annual registration statements, N-CSR and semi-annual reports, proxy statements and information statements.
• Provide legal support for responses to regulatory inquiries.
Candidate must have at least five (5) years of experience in a law firm and/or in-house legal department, and must be prepared to work in a collaborative and demanding environment.

Candidate must have a J.D. degree, be in good standing, and be admitted to practice law in New Jersey (or must be obtained within 12 months of start date) or obtain the New Jersey In-House Counsel License within 18 months of start date.

Responsibilities

What you do:

Reporting directly to the Vice President, Deputy General Counsel, Corporate and Product Development, this position will provide legal services primarily with respect to the Company’s variable annuities, registered index linked annuities (“RILAs”), ETFs and variable insurance product mutual funds. This position will be a member of the Legal Department’s eight member Securities Team, and will directly manage the following team members: Principal Paralegal, two Legal Compliance Manager I, one Legal Compliance Manager II, and one Legal Compliance Analyst Senior.

The duties of this position, directly and indirectly, include the following:

• provide legal advice and guidance on the development of variable insurance and registered investment company products, including registered index linked annuities (“RILAs”), mutual funds, and ETFs;
• prepare, file, and update all registration statements, forms and reports filed with the Securities and Exchange Commission (“SEC”) for the organization’s variable annuities and RILAs, and assist with SEC filings for the organization’s ETFs and the variable products mutual funds;
• provide legal guidance and support to reduce legal and financial risk associated with the organization’s securities products;
• provide legal support for development and review of marketing materials;
• coordinate and provide legal support for SEC examinations and state examinations involving securities products;
• vigorously advocate and defend the organization’s interests before regulators, elected officials, and industry organizations;
• manage non-attorney members of the Securities Team, including allocate work assignments, mentor team members, foster and facilitate working relationships with the business units that the team supports, and work closely with Vice President, Deputy General Counsel on development and succession planning for team;
• as needed, works with legal personnel of Allianz affiliates and parent company’s legal department, and manages outside counsel.

What you do:

Allianz Life is seeking a highly motivated collaborative attorney to support the Corporate and Product legal team.   This position will focus on legal, regulatory and contractual issues involving life and annuity reinsurance and will provide legal support on other insurance and transactional matters, as needed.

Essential Job Functions:

• Provide quality legal services on a timely and cost-efficient basis
• Support negotiation, drafting, and review of reinsurance agreements and related agreements
• Serve as the legal representative on reinsurance core team as needed
• Assist with corporate governance and operational matters related to reinsurance
• Advise on legal and regulatory requirements, corporate policies and procedures, best practices, and strategies for managing risk as part of a multi-national organization
• Analyze business plans and initiatives to identify legal risks, and advise clients on findings and mitigation strategies, including completing legal research related to plans and initiatives
• Prepare memoranda, legal agreements, regulatory filings, and other documents as required
• Work cross functionally with other attorneys to provide holistic legal advice
• Manage outside counsel as needed

POSITION OVERVIEW

The Vice President of Public Relations and Corporate Communications will be responsible for the development, integration, and implementation of a broad range of activities relative to the strategic direction and positioning of the organization and its leadership. 

This role is critical to our leadership and strategy supporting our exceptional growth.  This individual will be responsible for leading the firm’s efforts across Public Relations, Social Media and Employee Communications and will be relied upon to develop and execute strategic communications plans that advance business objectives and influence public opinion, as well as enhance corporate recognition and reputation in support of building our brand.   As the leader of PR, this position will also play a critical role on the cross-functional crisis management team and special situation projects. In addition, the role will oversee our Employee Communications team in driving an informed and engaged workforce. The ideal candidate is passionate about our businesses, the opportunity to work in a collaborative environment and growing organization where they can both roll up their sleeves as well as operate at the more strategic levels.

Responsibilities:

• Develop and implement an integrated strategic communications plan (covering Public Relations & Social Media) to advance our brand identity, broaden awareness of our businesses and increase the visibility of Global Atlantic across key stakeholder audiences.
• Partner with key leaders across the organization to develop a robust thought leadership platform.
• Maintain strong relationships with business, financial and industry media.
• Generate media opportunities in advancement of Global Atlantic’s Brand
• Advance the Social Media strategy to support PR efforts, thought leadership and brand advancement – including creating social media content strategy and driving engagement.
• Serve as spokesperson on media interactions that help promote and/or impact the organization.
• Develop content, including bylined articles, press releases, media pitches.
• Build bridge between senior leadership and the media, working in collaboration with an agency.
• Optimize PR and Social Media communication channels against meaningful KPIs, while making data-informed decisions to advance our efforts. 
• Field media inquiries, vetting across organization and defining path forward.
• Manage and oversee PR agency.
• Coordinate and partner with parent company KKR’s media team to ensure consistent response and awareness.
• Define any technological dependencies for successful strategic execution.
• Understand the overall business objectives and identify opportunities and develop strategies in order to effectively promote specific campaigns initiatives, achievements and milestones
• Oversee our Employee communication efforts to support our Engage, Educate and Celebrate strategy.
• Ensure alignment of messages across internal and external communications.
• Drive awareness of media success/coverage internally among leaders and employee
• Partner closely with Marketing organization to support key campaigns.

Global Atlantic is seeking a candidate to support the investment accounting for various insurance subsidiaries, which entails preparing the monthly ledger reconciliations to validate the accuracy of the investment results in our subledgers on a GAAP and STAT basis and preparing the required quarterly and annual NAIC Investment schedules. This position will also support process enhancements related to achieving an accelerated close that produces timely, accurate and complete investment accounting results in an efficient manner on a GAAP and STAT basis. All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and strong organizational and interpersonal skills.

PRINCIPAL DUTIES & RESPONSIBILITIES

• Responsible for performing monthly investment reconciliation between the ledger and subledger for various insurance subsidiaries on a GAAP and STAT basis; primarily for fixed maturity securities and derivatives, including preparing journal entries and other investment accounting activities.
• Responsible for performing monthly investment reconciliations and preparing management reports for various blocks of reinsurance businesses
• Perform month end closing procedures, including analytical reviews of income earned, unsettled trades, suspense accounts, and other financial statement items.
• Responsible for the preparation of quarterly and annual NAIC Investment Schedules.
• Perform control functions in compliance with Sarbanes-Oxley Section 404 and NAIC Model Audit Rule.
• Prepare management reports that provide analysis of investment results.

POSITION OVERVIEW

The Senior Analyst, Capital Management will join the Statutory Accounting Team within the Capital Management function.  Capital Management builds upon a foundation of statutory basis Risk-Based Capital (RBC) and informs strategic and tactical decisions related to Global Atlantic’s capital position, interacting with a wide variety of Global Atlantic management at various levels in various functions.

Candidates must be organized, hard working, willing to learn, and good communicators with a background in financial analysis or financial reporting.  This role has an equal mix of individual assigned work and collaborative projects.  It is a high impact role within the team and offers exposure to management throughout the company.

The role would initially be responsible for:

• Reporting monthly on investments capital
  • Monthly stat holdings file process: review investment accounting output, check completeness and accuracy; communicate investments capital trend to a broad group of users
• Coordinate communication, approval, and legal documents to execute intercompany capital moves
• Maintain Regulatory Capital Heat Map of top regulatory issues impacting the company
• Support the following
  • Full cycle of quarterly capital (RBC) forecast and actual by entity and in total (estimate, actual, analysis)
  • Monthly capital management working group sessions to plan and execute intercompany capital moves.
  • Monthly processing of stat holdings file data for RBC estimates
  • C-1 capital reporting for ECC
  • Collaboration over various initiatives as it relates to capital (e.g.)
    • Atlas sale of solar assets
    • Deal memos
    • Impact of regulatory changes
    • Individual channel capital topics
    • Institutional channel capital topics
  • Investments capital topics

POSITION OVERVIEW

The Associate will join Global Atlantic’s Business Finance Office in the Financial Planning & Analysis (FP&A) team in New York. This role collaborates with their business partners to provide critical analysis and business intelligence to execute on Global Atlantic’s strategic plan, improve organizational performance, and drive analytical rigor across the company.  This position will work most closely with the Investment Office team.  The role will support the analysis of investment income performance for the enterprise, along with more granular performance of asset class, business segment and legal entity results.  The position will support new and ongoing business initiatives on this metric, ensure financial implications of business strategy are understood and financial pro-formas are used to support continuous decision making.  The role also performs ongoing analysis and presents findings to senior management to make strategic decisions. Specific responsibilities include:

• Produce analytical dashboard and reporting package that tracks investment performance for actual and expected investment income
• Interfaces with organization as investment income leader and owns oversight and tracking of investment income
• Create synergies for analysis performed across asset classes, business segments and legal entities
• Analyze ongoing investment office trading activity to develop more frequent assessment of investment income and associated drivers
• Develop standardized business intelligence reporting on net investment income across all reporting hierarchies
• Responsible for coordinating with business leaders on key assumptions and business drivers for planning and budgeting
• Perform as Finance investment income lead on Finance Transformation initiatives
• Support the preparation of recurring and ad-hoc presentations to senior management, including the Board of Directors around investment income performance and key associated metrics
• Implement a standard client centric support model across all stakeholders of investment income
• Synthesize a holistic story on investment income performance and facilitate a deeper understanding and tracking of business drivers relative to financial projections

The Vice President on the Institutional Markets COO team will be based in our NY office to provide strategic leadership, business management and coordination in support of Global Atlantic’s Institutional Markets activities.  This role will set the tone by developing, implementing and executing a strategy to ensure our Institutional Markets business, inclusive of our block reinsurance, pension risk transfer and flow business as well as the Ivy sidecars which Global Atlantic established in 2020, can most effectively and efficiently continue their exceptional growth. The COO must be a nimble and flexible leader who can evolve with the changing needs of the business by creating sustainable relationships, protocols, and processes to support new initiatives as well as optimizing the current platform. This role will have significant contact and visibility with senior executives of the Institutional business and the Bermuda reinsurance and corporate entities.

The candidate will work closely with the COO of Institutional Markets and other management team members of the Institutional business and cross-functional partners, interfacing with business leaders and senior management to:

• Assist with business strategy, including: creating and documenting new processes, examining existing operations and implementing improvements, tracking key metrics, and assisting with the annual business planning process
• Collaborate both within the Institutional business, as well as with other areas such as Investments, Risk, Actuarial, Finance, and Legal
• Assist in driving agenda for key Global Atlantic strategic initiatives via various key committees (e.g., Operating, New Activities, strategic projects investment and execution, etc.)
• Developing the format of and content for governance materials and internal presentations
• Prepare materials for Global Atlantic’s Board of Directors and senior management
• Drive and coordinate key strategic initiatives via Global Atlantic Operating Committee
• Fostering a culture that embraces diversity and inclusion for all team members, aligning to and executing on company objectives

Global Atlantic is growing our People Analytics function and we are looking to find the right talent to consult, advise and create visualizations for our Human Capital needs. Reporting directly to the SVP, Head of Talent Acquisition and People Operations, you will partner closely across the Human Capital team to uncover data-driven insights to solve business challenges throughout the employee lifecycle. Our Human Capital team is going through a major systems transformation to support the rapid growth of Global Atlantic and this role will support our current analytic and dashboard needs while acting as an advisor and key member of the project team responsible for our transformation as we build out our new system design.

Responsibilities: 

• Consult with leaders across Human Capital and our business to understand current analytics needs, as well as advise on future reporting and analytics possibilities that will drive our business forward. 
• Develop and communicate data-driven insights and recommendations to leaders in the organization, including providing ad-hoc reporting / analytics support 
• Write and document dashboard requirements and full end to end testing (unit, user and functional testing) while partnering with the business 
• Partner closely with the HRIS team, who will catalog and move reporting dashboards into production
• Design and build dashboards / visualizations to tell a compelling and easy to understand data story, across delivery methods (e.g., PPT, Tableau)
• Develop and demonstrate knowledge and expertise of surveys, reports, dashboards, analytics, and governance
• As we build out and connect our HR systems, advise on how to set up systems with the goal of reaching a predictive and prescriptive analytics future state. 
• Work in a dynamic, complex, client- and team-focused environment with minimal oversight 
• Manage multiple project priorities simultaneously
• Foster relationships and build trust with key stakeholders (e.g., HR Business Partners, Compensation, Benefits, Talent, Chief of Staffs, Executives) to facilitate data-driven decision making
• Perform quality reviews of reporting technologists' deliverables to meet business needs

The Investment Operations Senior Analyst will join the Global Atlantic Life and Annuity team located in Brighton, Massachusetts. The candidate must demonstrate excellent communication skills and a high level of analytical aptitude.  Additionally, they must excel in a high pressure environment and be able to take-on diverse responsibilities across all activities performed within the Investment Operations team and broader organization.  

Key responsibilities will include:

• Directly support Investment Team managing portfolio across multiple asset classes, including Fixed Income and Derivatives.
• Maintain our trading platforms, Mercury (Fixed Income and Mortgages) and FIS (Derivatives) with proper portfolio information and coordinate data with custodians.
• Review current infrastructure and provide enhancements for risk management and analytics of the investment portfolio.
• Work with key partners throughout external/internal business units to manage operational support of with Fixed Income and Derivatives portfolios and trade settlement.
• Reconcile cash and positions as part of investment lifecycle processing
• Execute movements of cash and assets as part of internal and external transfers
• Coordinate Corporate Actions with the Investment team and deliver votes to custodians.
• Work with counterparties to pledge/receive collateral for derivatives, letters of credit and repo facilities
• Compile and analyze metrics for trading, exception processing and other areas of the business to identify trends and potential control opportunities.
• Participate in company-wide projects with a diverse set of responsibilities including preparing and making presentations to senior leaders for across the organization.

POSITION OVERVIEW

The Actuarial Modeling Analyst will join Global Atlantic’s New York-based Institutional Investment business. We are a ~15 person principal investing team within Global Atlantic Financial Group, focused on deploying capital on reinsurance and acquisition opportunities in the US Life and Annuity Industry. To date, the Institutional business has acquired over $35 billion of assets.

The Actuarial Modeling Analyst will work closely with other members of the Institutional business and interface with business leaders and senior management to:

• Perform liability modeling in R3S (formerly known as IBM’s Algo Financial Modeler) for reinsurance deal pricing and financial analysis
• Reconcile model output, including single cell analysis, against other sources, such as appraisal projections (from ALFA, Poly, etc) or the output of Experience Studies model.
• Help with identifying risks embedded in different liabilities by stressing insurance / liability assumptions
• Conduct static and dynamic validations
• Assist with development of deal models under stat and GAAP frameworks
• Assist in experience studies for reinsurance pricing and performance monitoring
• Collaborate both within the Institutional business, as well as with other areas such as Risk, Actuarial, Finance, and Investments as regular part of the job duties

POSITION OVERVIEW

Summary: The AVP-  IT Senior Data Architect will expand and optimize the data and data pipeline architecture, as well as optimize data flow and collection for cross functional teams. The senior data architect will perform data architecture analysis, design, development and testing to deliver data applications, services, interfaces, ETL processes, reporting and other workflow and management initiatives. The role will work closely with the business, data analysts and IT teams to support on data strategy initiatives and will ensure optimal data delivery architecture is consistent throughout the strategy. The role also will follow modern SDLC principles, test driven development and source code reviews and change control standards in order to maintain compliance with policies. This role requires a highly motivated individual with strong leadership capability, technical ability, data capability, excellent communication and collaboration skills including the ability to develop and troubleshoot a diverse range of problems.

Responsibilities

• Design and develop enterprise data / data architecture solutions using Hadoop and other data technologies like Spark, Scala, Python, SQL etc.
• Assemble large, complex data sets that meet functional / non-functional business requirements.
• Create and maintain optimal data pipeline architecture.
• Devise, Lead and execute continual improvement initiatives in all Data Management Service delivery and technology, with a focus on delivery velocity and quality.
• Partner with business leaders to determine and prioritize delivery initiatives.
• Define or influence system, technical and application architectures for major areas of development.
• Devise, Lead and execute in software development life cycle including requirements gathering, development, testing, release management, and maintenance.
• Engage with business partners to report (formally and informally) on technology strengths, weaknesses, successes, and challenges on a regular basis.
• Ability to do analytical programming in EDW architecture to bridge the gap between a traditional DB architecture and a Hadoop centric architecture.
• Highly organized and analytic, capable of solving business problems using technology.
• Ensure appropriate change management and other technology methodologies are carried out on a consistent basis over time.
• Should be an individual with in-depth technical knowledge and hands-on experience in the areas of Data Management, BI Architecture, Product Development, RDBMS and non-RDBMS platforms.
• Should have excellent analytical skills, able to recognize data patterns and troubleshoot the data.
• Will be responsible for design and delivery of data solutions to empower data migration initiatives, BI initiatives, dashboards development etc.

Position Summary:

Global Atlantic is seeking a candidate to support the accounting for real estate and consumer loans which entails preparing the monthly ledger reconciliations to validate the accuracy of the investment results provided by various third-party administrators (“TPA”) on a GAAP basis and preparation of required GAAP 10Q/K investment disclosures for these. All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and have a proven ability to execute results timely and accurately as well as adherence to strict deadlines. All candidates must have excellent verbal and written communication skills as well as strong organizational and interpersonal skills.

PRINCIPAL DUTIES & RESPONSIBILITIES

 Responsibilities include, but are not limited to:

• Responsible for the monthly investment reconciliation for real estate and consumer loan investments. This  entails the ledger and TPA statements for various subsidiaries on a GAAP basis; including preparing journal entries, account reconciliations and other investment accounting activities.
• Perform month end closing procedures, including analytical reviews of SPV financial statements, income statement and balance sheet.
• Perform control functions in compliance with Sarbanes-Oxley Section 404 and NAIC Model Audit Rule.
• Prepare management reports that provide analysis of investment results.
• Oversight and monitoring of activity in each entity assigned.
• Perform frequent ad hoc analysis and assist with special projects, as requested.

POSITION OVERVIEW

Global Atlantic’s marketing department is seeking a motivated senior copywriter to join our dynamic, fast-paced team to write marketing collateral for clients and intermediaries in both digital and traditional channels.

This role will be located in our Hartford, CT office.

Essential duties and responsibilities include:

• Provide structure, organization and messaging for annuities, including variable, fixed and fixed indexed products; as well as life insurance products and sales concepts.
• Ability to apply a sound understanding of annuity and life insurance products and concepts to clearly and accurately communicate key sales ideas.
• Distill complex business and product content into simplified messaging.
• Generate B2B and B2C product and creative value-add content across various platforms, including web, email, video, social, presentations/seminars and print.
• Work with other copywriters, designers, marketers and senior sales management to help generate creative ideas and develop messaging for marketing initiatives that align with the sales team and support business objectives.
• Utilize digital best practices for SEO, email messaging, subject lines, CTAs, etc.
• Develop targeted messaging for various audiences throughout the sales process.
• Ensure consistency in style, tone and voice across marketing initiatives.
• Be able to work collaboratively on projects, lending writing expertise, as well as independently manage projects from conception to completion.
• Create voice-over scripts for video.
• Collaborate with other areas across the organization to ensure accuracy and regulatory compliance.
• Must be able to manage competing priorities.
• Must manage to aggressive deadlines.

POSITION OVERVIEW   

This role will be responsible for architecting, managing, and implementing processes, tools, infrastructure, and technology to help drive and deliver key priorities and initiatives within marketing. This role will work closely with marketing leadership on strategic initiatives and holistic business planning; build out processes to track business objectives; manage expense, budgeting, and vendor management processes; lead process optimization efforts; and provide oversight and drive the roadmap for the Marketing tech stack.

RESPONSIBILITIES

• Partners with marketing leadership to drive the quarterly and annual marketing planning processes to enable delivery of our marketing strategy and objectives
• Ensures alignment between initiative objectives, quantitative goals and budget
• Facilitates on-going initiative prioritization discussions
• Provides a holistic view of the roadmap of all marketing initiatives
• Defines the processes, tools and templates needed to enable the planning process and communicate planning outputs
• Monitors and measures progress of prioritized initiatives  
• Partners with marketing leadership and finance to create and maintain the annual Marketing budget. Includes evaluating new investment opportunities, analyzing trade-offs, as well as managing on-going forecasting and variance reporting processes
• Drives creation of scalable, streamlined processes and implements best practices to enable effective execution across the marketing organization
• Responsible for identifying and implementing workflow and project management tools and technology to improve efficiency
• Drives change management needed to implement new ways of working
• Leads the vision for our marketing technology roadmap and strategy, as well as provides oversight of the marketing technology used across the team
• Audits and evaluates our marketing technology stack to ensure we have the right tools and resources in place and are making the most of our technology investments
• Identifies, evaluates and implements new marketing tools and platforms

POSITION OVERVIEW

The Senior Treasury Operations Analyst will support a wide range of Treasury Operations functions for the insurance business.  The successful Analyst must manage responsibilities in a fast-paced environment for multiple legal entities while supporting initiatives to enhance the existing functions to meet the rapidly changing needs of the business.

• Develop and modify Liquidity reports and dashboards, provide connections to new and existing data sources, prepare data for use in Tableau/EDH, develop extracts, publish data sources and workbooks, develop custom scripts, coordinate releases of data and workbooks
• Preparation and analysis of daily Liquidity reports for the distribution to Senior Leadership throughout the organization
• Perform daily liquidity management processes supporting operations and investment activity by working collaboratively with Banks, Global Atlantic’s Investment Team, Third Party Administrators (TPA), Risk Management, and Accounts Payable
• Execute internal funding transactions and payments to third parties in a well-controlled environment
• Support initiatives to implement banking services associated with new insurance products, investments, and TPAs
• Participate in company-wide initiatives/projects to improve processes and infrastructure including workflow automation, liquidity reporting, and variance analysis
• Prepare cash flow analysis and identify/research deviations
• Support core daily activity including accounting, cash reconciliations, operational reporting and bank account management
• Prepare and present materials to Management

POSITION OVERVIEW

Global Atlantic Financial Group, Inc. has a unique opportunity for a highly motivated, energetic individual interested in continued career growth to join our team as a Regional Vice President in the San Francisco, CA market.  We are looking for an individual who will be responsible for meeting/exceeding sales goals, and developing new as well as maintaining existing client relationships with financial advisors. This is a sales position, with a base salary and monthly commission paid on territory sales.

• Develop and maintain profitable, productive relationships with financial advisors in an assigned territory to significantly capture sales and market share.
• Manage client relationships primarily through face-to-face visits throughout territory, but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management to maximize client time and to ensure activity corresponds to territory priorities.
• Develop and implement business plans for the territory using activity-oriented objectives, to guide day-to-day priorities and to track progress against goals.
• Work closely with internal wholesalers to continue to develop already established territories.
• Explain in detail the features, benefits, and advantages of the Global Atlantic products to financial advisors.
• Demonstrate effective use of client & territory management tools including salesforce.com.
• Leverage and maximize centers of influence in the territory.

POSITION OVERVIEW

The Vice President, Institutional Markets Actuary will join Global Atlantic’s Institutional Markets business, based in NYC. We are a ~50-person principal investing team within Global Atlantic Financial Group, a subsidiary of KKR. We are focused on deploying capital on reinsurance and acquisition opportunities in the Insurance Industry. Since Global Atlantic’s founding in 2004, this group has executed multiple strategic acquisitions and reinsurance transactions, including block, flow and PRT reinsurance, representing a total of +$100B of assets to date.

As an integral part of the Institutional Markets team, the VP, Institutional Markets Actuary will be responsible for:

• Performing pricing and valuation due diligence on potential reinsurance or M&A transactions involving life and annuity business
• Evaluating life products (e.g. whole, traditional, universal, term life, BOLI/COLI, etc.) and product design
• Reviewing actuarial experience of blocks of business under consideration
• Making recommendations for key actuarial assumptions
• Assessing US statutory and GAAP accounting and valuation models and considerations for subject blocks of business
• Identifying potential risks in transactions, and suggesting sensitivities and mitigating actions
• Working with the Investments and Risk team on ALM considerations and actions for potential deals
• Participating in negotiating discussions with counterparties
• Providing integration support for completed deals

Position Overview: 

Reporting to the Chief Actuary of Global Atlantic, the Appointed Actuary will be a senior and trusted leader of the Actuarial group.  This role can sit in either our New York, NY or Boston, MA offices.

Key Responsibilities:

• Provide the Actuarial Reserve Opinion for most of Global Atlantic’s US Life companies
• Manage cash-flow testing processes on both an annual and quarterly basis
• Coordinate activities with other senior actuaries (e.g., Heads of Valuation and Modeling) as well as leaders within Risk, Investments, Finance, and other departments
• Interact with Regulators, Auditors, and Reinsurance Clients as necessary
• Support audit and regulatory requests
• Manage a small team of staff initially with plans to increase staff leadership responsibilities over time
• Expectations are that the candidate will quickly get up to speed on Global Atlantic’s business, products, structure, processes, etc., and then transition the work (and knowledge) from the current Appointed Actuary who will remain at the Company in another role

Global Atlantic is seeking a candidate to join our Boston, MA or New York, NY office to help lead, build, and improve the financial accounting and controllership function, including general ledger, close process, reinsurance accounting, TPA accounting, financial operations, financial systems, and business process controls. This is a highly visible role – you’ll report directly to the Chief Accounting Officer and be a key advisor to the Finance leadership team.  This role will require deep expertise in accounting, controls, practical problem-solving skills, and a good balance between strategic thinking and tactical execution. The ideal candidate is a great communicator and enjoys collaborating with people with a diverse set of talents, in a dynamic and fast-paced environment. 

Responsibilities may include, but are not limited to: 

• Hiring, developing, and leading an inclusive, engaged, and high-performing team
• Helping to lead all aspects of accounting, including the month-end close process, reinsurance and TPA accounting, and implementation and oversight of accounting policies and procedures, processes, and internal controls necessary for GAAP and statutory accounting, including 10K/Q preparation
• Lead the monthly financial close process to ensure timely and accurate accounting and reporting for a range of complex business units, transactions, and products.  Identify and implement enhancements to increase the efficiency, speed, and quality of the close
• Development and implement accounting policies and procedures for new transactions, products, and investments
• Manage the relationship with our external auditor
• Partner with all other areas of the company to ensure appropriate account policy and procedures are in place and functioning
• Establish / refine, monitor, and enforce appropriate internal controls, policies, and procedures. 

POSITION OVERVIEW 

We have a unique opportunity for an accomplished and high performing candidate to join our New York-based Corporate Development team as VP, Bank Relationships and Ratings Agency Strategy. This individual will work closely with these two important external constituencies on behalf of Global Atlantic.  

Responsibilities 

• Lead the relationship with Rating Agencies, including regular communications, ad-hoc requests and annual review meetings
• Oversee analysis and improvements to rating agency strategy and processes, including analysis of trend in rating agency metrics, anticipating changes and implementing actions to mitigate risks to and/or enhance financial conditions
• Serve as expert in the various rating agencies' frameworks so that the team can provide sound financial advice to the Treasurer, anticipating the financial statement impact of changes in the business environment and making recommendations to ensure appropriate processes are implemented and maintained
• Manage, maintain and build Global Atlantic’s relationships with its bank partners
• Lead all bank-related financing activity and oversee bank strategy, leveraging relationships to produce strong outcomes across the firm
• Engage business partners across the firm in bank and rating agency strategy, building consensus and communicating to senior management
• Develop and mentor the junior employees on the team

POSITION OVERVIEW

The Global Atlantic Project Management Office is looking for a Business Analyst to lead cross functional analyses and activities which inform both strategic change and operational processes throughout the company.  The right person for this role has excellent analytical abilities, has a demonstrated ability to apply analytics to solve business problems and identify opportunities, and has a strong understanding of business strategy, operations and KPI development.

Responsibilities:

• Proactively drive change in the company’s business processes that show tangible improvements in the company’s performance
• Assist in delivering on behalf of Global Atlantic project portfolio that aligns with the company's strategy and delivers on key business objectives
• Work closely with portfolio managers and business subject matter experts (SMEs) in driving strategic planning activities during planning and budgeting cycles.
• Work closely with product owners, project managers, stakeholders, and development teams to define and document project requirements, scope, systems functions, processes, challenges and opportunities to successfully implement solutions for complex projects

• Conduct research, analysis, and other exploration activities

• Lead business solutioning and requirements elicitation
• Assisting with the development and maintenance of project artifacts

• Assist in creating, refining and documenting user stories and acceptance criteria
• Assist with estimating the size and complexity of work and user stories
• Log risks, issues, dependencies and decisions against user stories or requirements
• Document ongoing changes to scope, priority and requirements

• Providing post-implementation support to measure and ensure project benefits were realized
• Report on critical project KPIs
• Facilitating business requirement walkthrough meetings and partnering with the business on functional specification reviews
• Independently manage projects of light complexity from initiation to implementation 

• Continuously contribute to improving the team’s processes