Program Associate - Treasury / Capital Markets

Program Associate - Treasury / Capital Markets

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR, a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide.

Position Overview

We have a unique opportunity for an Associate to join our New York based Treasury / Capital Markets team, a deal team that is charged with executing Global Atlantic's funding strategy. This individual will support the evaluation, execution and day-to-day management of the company's capital markets business, with a focus on insurance funding agreements.

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.

Qualifications

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.

The base salary range for this role is $140,000 - $160,000 USD.