Vice President, Portfolio Management & Trading

About Global Atlantic

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 (NYSE: 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. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. 

Position Overview

The Vice President, Portfolio Management & Trading will help oversee the general account portfolio including asset allocation, ALM, relative value and trading activity. Working closely with Investment Office Management, KKR Portfolio Managers and key constituents across Global Atlantic, the Vice President will be a critical participant in the management of our company’s $190 billion general account. 

Responsibilities

• Monitor evolution of the portfolio to understand drifts in allocation, positioning against the liability, and performance; analyze and propose actions to improve positioning

• Oversee day-to-day execution, including new purchases, liquidity raises, and strategic rebalancing of portfolios across multiple asset classes with a focus on fixed income markets

• Identify relative value opportunities and develop implementation strategies to drive value

• Track exposures against regulatory and trust investment limits and work closely with various GA teams on investment guideline negotiation for new deals

• Liaise with hedging team to execute and track performance of derivative overlays in the general account

• Remains abreast of industry trends, regulatory matters, and market events impacting investment strategies, managers, and the industry

Qualifications

• Bachelor’s degree in Finance, Economics or related technical field

• 8+ years of experience in cross sector fixed income strategy or portfolio management

• Strong background in both Excel and PowerPoint and familiarity with programming languages and quantitative concepts

• Familiarity with portfolio construction techniques and risk management

• Energetic, inquisitive and a high initiative to take on projects that cover new ground for the team and the company

• Strong leadership and team orientation; organized and high attention to detail

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

$180,000 - $225,000 USD

Privacy Statement

Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to [email protected]

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.