VP, Asset and Ratings Surveillance
Serve as VP overseeing the surveillance of Global Atlantic's structured investments, including monitoring asset ratings, investment performance, deal activity, deal efficiency and market opportunities. The ideal candidate will be able to independently analyze investment data, communicate investment data effectively with key stakeholders and formalize monitoring processes.
Responsibilities :
- Lead rating surveillance process on all GA-structured transactions (100% owned or syndicated).
- Prepare rating agency package (updated deal model inclusive of rating agency stress scenarios, latest investor reports, borrower financial statements, asset performance reports).
- Coordinate with the various stakeholders any information requests by the agencies.
- Keep up to date performance / asset level data in GA Structuring folder.
- Get updated underlying asset information in coordination with PM, KKR and TPA teams.
- Roll forward transaction model in Intex or other excel template.
- Manage all rating agency requests and updates.
- Monitor performance of key tests and triggers.
- Monitor rating action of public issuance across sectors to stay ahead of potential assumption changes.
- Consider any changes to structure to better optimize capital (NAIC and BMA) or protect against performance issues.
- Primary point of contact for TPAs (Goal, WTNA, Vistra etc).
- Finalize deal models on intex platform with handoff from transaction lead.
- Coordinate any underlying document amendments with transaction lead.
- Monthly cashflow reconciliation (and to normalize / analyze inconsistencies).
- Main point of contact for internal GA teams on portfolio (with oversight from transaction leads).
- Work with valuations team on pricing and cashflow support where needed given usage of transaction models.
- Answer transaction model questions and provide any documentation / performance data requested from teams generally.
- Income reconciliation for Sidecar vehicles and other measures.
- Manage a small team of at least one other colleague.
Qualifications :
Bachelor's degree 10+ years of relevant experience at an asset manager, insurance company or related field. Masters degree a plus.Understanding of Structured Asset Based Financed Investments.Strong analytical and problem solving skill set.Ability to work with Portfolio Managers and senior management.Excellent communication and interpersonal skills to work in a fast paced, team environment.Proficiency in Microsoft Office (Excel, Power Point, Word, VBA and Visio experience a plus).Self-starter with ability to work independently and build proper processes.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.
The base salary range for this role is $160,000 - $225,000 USD.