AVP/VP Investment Operations

POSITION SUMMARY: 

Serve as Assistant Vice President / VP overseeing the Investment Operations teams supporting Global Atlantic’s $70B real estate portfolio (commercial mortgages, residential mortgages, commercial real estate equity and residential equity.) The ideal candidate will be able to multi-task under pressure with minimal supervision. Experience managing multiple direct reports across multiple workstreams is a plus.

RESPONSIBILITIES:  

• Oversee Sr. analysts and analysts responsible for asset set up for new securities and structured transactions – coordinate with Portfolio Management team to (ii) understand new structures and (ii) build-out infrastructure to support new structures in Global Atlantic’s Investment Management Platforms (LMS, Geneva, etc)
  • Set up of SPVs to hold assets and facilitate internal securitization of asset cashflows.
  • Inclusive of settlement of loans/assets, onward participation of loans/assets across Global Atlantic Portfolios – coordination with Legal and custody banks.
• Oversee Sr. analysts and analysts responsible for funding and settlement of all deal flow.
• Oversee Sr. analysts and analysts responsible for ongoing asset lifecycle management (Principal and Interest Remittances, Pay-downs, Pay-offs, coupon updates, factor updates, etc.)
• Review cash and asset movement across Global Atlantic custody and trust banks and accounts related to Investment Activity (trades, transfers, etc.)
• Interface and manage the relationship with third party servicers (loan servicers, asset managers, Federal Home Loan Banks, Custodian Banks, etc.)   
• Coordinate above activities with Investment Accounting, Investment Controls, Risk, Asset Allocation, Investment Origination , etc.  – inclusive of interfaces with ancillary platforms/systems
• Identify processes enhancements and develop an implementation program.
• Supervision, train, and mentor direct FTEs supporting the above.

QUALIFICATIONS: 

• Bachelor’s degree with 8-10 years (AVP) or 10+(VP) of relevant experience at an asset manager, insurance company or related field. Masters degree a plus.
• Experience with Geneva and/or Clearwater a plus 
• Proven track record of managing investment operations teams and complex transformation projects.
• Understanding of Fixed Income asset classes and derivatives instruments.
• 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 to solve complex problems.

“To be considered for this role, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.”

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