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Full-Time

Program Analyst

Bank Financing & Investor Relations

Posted on 9/9/2024

Global Atlantic

Global Atlantic

1,001-5,000 employees

Provides capital and risk management solutions

Fintech
Financial Services

Compensation Overview

$110k - $140kAnnually

+ Annual Cash Bonuses + Long-term Incentives + Sales Incentives

Entry, Junior

No H1B Sponsorship

New York, NY, USA

Hybrid position; in-office 4-5 days per week in Hudson Yards, NY.

Category
Corporate Finance
Investment Banking
Risk Management
Finance & Banking
Required Skills
Financial analysis
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree required (progress towards CFA is a plus).
  • 1-2 years total work experience preferred. Prior work experience in financial services or consulting, in particular involving financial analysis, corporate banking, or capital markets.
  • 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.
Responsibilities
  • Assist in the execution of Global Atlantic’s capital management strategy, including supporting the development, analysis and structuring of debt solutions for our sponsored third-party capital vehicles.
  • Develop marketing materials for current / prospective investors or lenders.
  • Establish and maintain third-party relationships, including through the development of quarterly firm-wide bank relationship materials, board materials and other ad-hoc investor deliverables.
  • Drive transaction processes by managing due diligence & KYC requests, maintaining data rooms, coordinating with internal and external stakeholders, as well as negotiating legal documents (e.g., credit agreements, reimbursement agreements, etc.).
  • Conduct industry research and peer analysis, including maintaining knowledge of financial markets and industry environment. Distill findings for senior management, with a focus on the impact to the firm’s relative performance and lending needs.
  • 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, tax and reinsurance.

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 clients to understand their unique financial goals. Unlike many competitors, Global Atlantic emphasizes a client-centric approach, tailoring solutions to meet specific needs. Their goal is to foster a purpose-driven culture that prioritizes integrity and community commitment.

Company Stage

Private

Total Funding

$1B

Headquarters

New York City, New York

Founded

2004

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • The 10-year partnership with Service Corporation International positions Global Atlantic as a leader in the preneed insurance market.
  • Expansion plans across multiple offices indicate robust business growth and job creation opportunities.
  • Sponsorship of initiatives like Fintech Sandbox showcases Global Atlantic's commitment to innovation and support for fintech startups.

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 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, which is a significant advantage in the highly personalized financial services sector.
  • The company's strong emphasis on integrity and community investment enhances its reputation and client trust, distinguishing it from less community-focused competitors.

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