Investment Operations Analyst

Global Atlantic Financial Group • Brighton, MA

15h • $65,000 - $85,000 • Onsite

About The Position

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 SUMMARY : The Investment Operations group supports $190B+ in assets across a diverse range of asset classes, including real estate, credit, derivatives, specialty finance, and alternatives. The Investment Operations Controls Analyst will play a key role in the execution, enhancement, and build-out of Global Atlantic’s investment control framework, providing broad exposure to all asset classes and functions within the investment lifecycle. This role is ideal for an analytical, detail-oriented professional seeking to contribute to a dynamic investment operations environment with significant scale and complexity.

Requirements

• Bachelor’s degree with 0–3 years of relevant experience in Investment Operations, Investment Accounting, or related functions.
• Strong analytical and problem-solving skills with a focus on process improvement.
• Proficiency in Microsoft Excel required; familiarity with VBA and SQL is a plus.
• Excellent communication and interpersonal skills with the ability to work effectively in a fast-paced, team-oriented environment.
• Ability to interpret complex investment and legal documents to extract key information.
• 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 sponsorshi p of an employment Visa at this time .

Nice To Haves

• Experience with investment platforms such as Geneva, Bloomberg, or Clearwater Analytics preferred.
• Familiarity with bank account structures, reconciliations, and data management practices preferred.

Responsibilities

• Oversee reconciliation processes for principal and interest cash flows on fixed income investments (e.g., loans, bonds), par values, cash wire activity, and other key data elements impacting risk, analytics, and accounting.
• Own and manage assigned control and reporting functions across Global Atlantic’s investment portfolio.
• Support the development and enhancement of control reporting, reconciliation workflows, and process documentation.
• Maintain data integrity across multiple investment systems, ensuring consistency within the security master and related platforms.
• Ensure compliance with internal control standards, audit requirements, and procedural guidelines.
• Compile and analyze key metrics related to reconciliations, trade settlements, and exception management.
• Partner with technology teams to automate and streamline manual processes.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level