Insurance Portfolio Implementation Analyst

POSITION SUMMARY:

We are seeking a highly analytical and detail-oriented Analyst to join our Investment Operations team, focusing on Portfolio Implementation and Monitoring for our insurance business and insurance investment portfolios. This team sits at the intersection of insurance portfolio management and investment operations, acting as a critical bridge to enhance communication, increase execution efficiency, and support optimal asset allocation.

As an Analyst, you will play a key role in executing allocation logic, monitoring portfolios, and analyzing trust compliance and investable cash metrics. This role is ideal for candidates with a strong foundation in portfolio analytics, operational execution, and a passion for process improvement.

KEY RESPONSIBILITIES:

• Support the execution of asset allocation logic across portfolios, including owning a number of manual processes and identifying opportunities for technology enhancements
• Track order flow, coordinate with trading and operations teams, and ensure timely settlement
• Monitor portfolios for adherence to allocation targets and trust compliance guidelines
• Contribute to investment rotation implementation and the onboarding of new investments
• Identify variances, excess cash, and optimization opportunities in collaboration with PMs
• Aggregate and analyze data inputs from multiple systems and sources to support decision-making
• Help streamline workflows and enhance efficiency between investment teams, trust compliance, and operations
• Maintain logging and monitoring processes for investment commitments and portfolio activity
• Support demand calculations and short-term liquidity planning
• Support operational readiness for new investments, particularly in private credit and alternative assets, by ensuring proper security set up and process coordination
• Contribute to the continuous improvement of portfolio implementation, monitoring, and asset allocation processes through automation, analytics, and system enhancements
• Ensure adherence to internal controls, risk policies, and insurance-specific regulatory and capital requirements

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• 1–3 years of experience in insurance investment operations, asset management, or related fields
• Strong understanding of insurance investment structures, especially within regulated environments.
• Familiarity with private credit, structured products, and alternative investment cash flows
• High attention to detail, with strong analytical and problem-solving skills
• Proficient in Excel; experience with macros, Tableau, SQL, and/or Python is preferred
• Strong verbal and written communication skills; ability to collaborate across teams and communicate with stakeholders at various levels

PREFERRED EXPERIENCE:

• Prior experience supporting insurance asset management or working with trust compliance frameworks
• Exposure to private credit, private equity, or other illiquid investment strategies
• Familiarity with cash forecasting, commitment tracking, or portfolio rotation modeling
• Hands-on involvement with order management systems or portfolio rebalancing tools
• Experience working in cross-functional teams across investment, operations, and compliance functions
• Exposure to the operational lifecycle of private market investments & illiquid asset types, including capital calls and distributions

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.

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 $80,000 — $110,000 USD  

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