Full-Time
Financial Analyst
Updated on 11/20/2024
Global Atlantic Financial Group
1,001-5,000 employees
Provides capital and risk management solutions
Entry, Junior
No H1B Sponsorship
Atlanta, GA, USA
Employees are required to be in the office 3-4 days per week.
- Degree in finance, economics, accounting, or business
- 2+ years’ experience; will consider recent graduate for ideal candidate
- Proven expertise with Excel; familiarity with SQL, Tableau, and Alteryx a plus
- Proven ability to handle multiple projects simultaneously
- Constantly looking to improve on processes; never satisfied with the status quo
- Stakeholder management skills
- Willingness and eagerness to be an information sponge, with keen attention to detail
- Function as an internal consultant to help Sales make decisions about originations and renewals involving existing equipment
- Present conclusionary analysis (e.g., Yield, ROA, MOIC, and WAL) as well as offer investment direction and sensitivity analysis to CFO and others in upper management
- Participate in month end closing by taking ownership of certain tasks
- Work with the company’s existing pricing model, while working on continuous improvement of the model and processes and offer correlation analysis in a statistical oriented environment
- Provide reports to senior management regarding characteristics of the portfolio, including concentrations by a variety of measures including asset type and expiration profile
- Assist with creation of internal board packages for all asset acquisitions
- Collaborate with Rating Agencies to help drive create securitizations with efficient capital structures as well as appropriate DSCR covenant protection
- Present summarization analysis based on public earnings calls, 10-Qs, and 10-Ks literature for key industry players
- Deliver Ad-hoc reporting to the marketing KKR and Global Atlantic internal teams, and ITEL upper management
Global Atlantic Financial Group specializes in providing capital and risk management solutions for retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships with their clients to tailor strategies that meet specific financial goals. What distinguishes them from competitors is their client-centric approach and commitment to integrity. Their goal is to foster a purpose-driven culture that invests in their people and communities.
Company Stage
Acquired
Total Funding
$986.7M
Headquarters
New York City, New York
Founded
2004
6 month growth
↑ 41%1 year growth
↑ 41%2 year growth
↑ 41%
Simplify's Take
What believers are saying
- The groundbreaking partnership with Service Corporation International positions Global Atlantic as a leader in the preneed insurance market.
- Expansion plans, including job creation in multiple offices, indicate robust business growth and opportunities for career advancement.
- Sponsorship of initiatives like the SCORE pitch competition and Fintech Sandbox highlights Global Atlantic's commitment to innovation and community support.
What critics are saying
- The financial services sector is highly competitive, requiring continuous innovation to maintain market position.
- Dependence on partnerships, such as with Service Corporation International, could pose risks if these relationships falter.
What makes Global Atlantic Financial Group unique
- Global Atlantic's focus on both in-force and new business needs sets it apart from competitors who may only specialize in one area.
- Their client-centric approach ensures tailored solutions, enhancing client satisfaction and long-term partnerships.
- The company's strong emphasis on integrity and community investment fosters a purpose-driven culture that resonates with clients and employees alike.
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