AVP, Treasury/Capital Markets

POSITION OVERVIEW
Global Atlantic is seeking an Assistant Vice President to join its Treasury & Capital Markets team in the Boston office. This person will own the operational management of the firm’s Funding Agreement and FABN programs end-to-end — from issuance through repayment. The role requires close coordination across many internal teams, leadership of the Quarterly FABN Program Update cycle, and serving as a day-to-day point of contact for the funding agreement business. Periodic travel to the New York office will be expected.

RESPONSIBILITIES

• Own the full lifecycle of Funding Agreement and FABN deals, including live deal execution, settlement coordination, interest payments, principal repayments, and maturity.
• Manage all deal documentation workflows — distribution notes, ratings agency letters, regulatory filings, and signature packets.
• Maintain deal tracking files, payment schedules, interest accruals, and expense documentation across all active issuances.
• Maintain deal tracking files, payment schedules, interest accruals, and expense documentation across all active issuances.
• Lead the Quarterly FABN Program Update end-to-end: due diligence, MD&A disclosure review, legal alignment, auditor coordination, exchange filings, and final signatures.
• Coordinate across Legal, Statutory Reporting, external auditors, and outside counsel to keep quarterly deliverables on track.
• Act as the primary operational coordinator across Treasury Operations, Investment Operations, Finance, and Legal on all FA/FABN workstreams.
• Manage expense tracking and reinsurance cost coordination, ensuring accurate documentation and timely communication downstream.
• Represent the Treasury & Capital Markets function in the Boston office, serving as the local point of contact for the broader funding agreement business.
• Identify opportunities for process improvement and contribute to automation and technology initiatives across the FA/FABN platform.

QUALIFICATIONS

• Bachelor’s degree in finance, economics, accounting, or a related field
• 5–8 years of professional experience with a track record of owning and improving operational processes
• A fast starter who takes initiative, thrives on managing complex processes, and proactively finds ways to make them better
• Exceptional attention to detail in high-volume, multi-workstream environments
• Strong coordination and communication skills across multiple internal teams and external counterparties
• Ability to lead multi-stakeholder processes independently and drive workstreams to completion on tight timelines
• Foundational understanding of financial concepts; exposure to fixed income or capital markets is a plus but not required
• Advanced proficiency in Microsoft Excel and PowerPoint
• Self-starter comfortable operating with a high degree of independence in a satellite office setting

This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.

Base Salary Range $150,000 - $175,000

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.