Investment Accounting Technical Associate

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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POSITION SUMMARY:

The Investment Accounting Systems Lead role partners with the Investment Accounting team, IT data team, IT Finance team and primary third-party administrators to provide support, data management, and reporting. This position will be accountable for managing the data lifecycle and development throughout the Investment Accounting process.

RESPONSIBILITIES:

• New Requests/Builds

  • Collaborate with Investment Accounting data team on any data needs for reporting.
  • Define backlog items and requirements/design for IT Data team.
  • Design and develop reporting solutions to facilitate the Investment Accounting business process that complements the Global Atlantic Data Strategy.
  • Participate in testing and verification of technical solutions.

• General Support

  • Become a subject matter expert in Investment Accounting Data Management capabilities.
  • Maintain application and reporting requirements to ensure appropriate documentation exists.
  • Provide training to new and existing users on current and future functionality.

• Production Process

  • Manage and facilitate all incidents from Priority 1 to Priority 4, which includes, but not limited to, providing support to users of applications, responding to user-based questions, tickets and assists with troubleshooting issues within platform.
  • Manage day-to-day operational and tactical aspects of multiple projects or requests.
  • Provides on-call assistance as requested, for after-hours issues and support needs.
  • Resolve incidents if able to, otherwise escalate as needed. (provide tier-2 incident response)

• Role will be responsible for developing and designing Tableau workbooks and dashboards, working directly with end users to elicit requirements and gather feedback.

QUALIFICATIONS:

• Undergraduate degree in an IT related field or accounting with an MIS focus.
• 2-5 years’ experience with Fixed Income Investment and/or Investment Accounting, a plus
• General understanding of Life and Annuity products, a plus
• 2 years of demonstrable experience with Tableau or Power BI

• Desirable, but not mandatory

  • Experience in the following technologies – Relational Databases, Redshift, MS Excel
  • Experience with a low-code platform
  • Experience in a Virtual Desktop Environment
  • Experience with Agile principles

• Experienced SQL developer with general development skills with proven experience across 2+ programming languages, a plus

• Strong understanding of Fixed Income Investments and awareness of Investment Accounting in the Life and Annuity insurance industry, a plus

• Experience eliciting data requirements from business users.

• Experience building sustainable reports from an organizational data source.

• Proven experience working with vendors

• Demonstrates excellent interpersonal communication skills and documentation skills

• Work cross-functionally within IT, with an emphasis working with a data team.

This role is not eligible for visa sponsorship now or in the future.

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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$76,000—$144,600 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. Click HERE to 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 more 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

Global Atlantic 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.