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Portfolio Analyst in Brighton, MA at Global Atlantic

Date Posted: 3/6/2018

Job Snapshot

  • Employee Type:
  • Location:
    Brighton, MA
  • Job Type:
  • Experience:
    0 to 3 year(s)
  • Date Posted:

Job Description


Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help
Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs.

Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. Its success is driven by a unique heritage that combines deep product and distribution knowledge with leading investment and risk management, alongside a strong financial foundation.

Global Atlantic is one of the fastest growing companies in the life insurance industry and is well-positioned as a leader across our businesses. Global Atlantic invests in its people because it believes they are critical to the long term success of its business. 


The Portfolio Analyst will help support $40bn+ in assets across various asset classes, including real estate, credit, derivatives, specialty finance, and alternatives.  The Portfolio Analyst will focus on supporting these asset classes through a variety of functions outlined below:

Key responsibilities include:

  • Develop a broad understanding of all asset classes invested in by Global Atlantic
  • Work with internal and external stakeholders to execute complex transactions across all asset classes
  • Work with indentured trustees, loan agents, custodians, asset managers, and other servicers to ensure proper diligence, closing, and administration of outsourced functions on illiquid investments
  • Develop a deep understanding of the technology solutions Global Atlantic uses to manage assets, and identify opportunities to improve them
  • Perform position management to account for lifecycle events on assets
  • Identify areas of operational inefficiency and implement improvements
  • Compile and analyze metrics and management reporting


  • Bachelor’s degree with 0-3 years of relevant experience preferred (for recent college graduates, bachelor’s degree in Economics, Finance, Accounting, or a related field)
  • Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of 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)
  • Past experience with securitizations, loan agents, and custody banks is a plus
  • Past experience will illiquid fixed income investments a plus
  • Past experience with investment technology platforms is a plus (Aladdin, SunGard, Bloomberg)

Global Atlantic is an equal opportunity employer, does not discriminate in employment on any basis that is prohibited by federal, state or local laws.


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