Associate, Insurance Strategy and M&A Team

TEAM OVERVIEW
The Insurance Strategy & M&A team at Global Atlantic is responsible for driving strategic growth initiatives, including inorganic expansion, corporate development, and strategic projects for the insurance business. The team works closely with senior leadership across Global Atlantic and KKR to evaluate and execute transactions and initiatives that enhance the company’s competitive positioning and long-term value creation.

Key areas of focus include (i) evaluating and executing acquisitions, partnerships, and reinsurance transactions, (ii) leading strategic initiatives across Global Atlantic’s insurance and asset management platform, (iii) assessing new business lines and growth opportunities, and (iv) supporting long-term strategic planning and capital deployment decisions.

POSITION OVERVIEW
Global Atlantic is seeking an Associate to join the Insurance Strategy & M&A team in New York. This role sits at the intersection of corporate development, strategy, and investing, with significant exposure to senior leadership and key decision-makers across both Global Atlantic and KKR.

The Associate will play a key role in evaluating and executing M&A and strategic initiatives, including acquisitions that enhance the insurance business of KKR, reinsurance transactions, and internal strategic projects. This is a highly dynamic role suited for candidates interested in shaping the growth trajectory of a scaled insurance business.

RESPONSIBILITIES

The Associate will be expected to:

• Support execution of transactions including acquisitions, partnerships, reinsurance and capital solutions
• Build and maintain detailed financial models to evaluate M&A transactions, reinsurance deals, and strategic initiatives
• Conduct industry research and competitive analysis across life insurance, retirement, and reinsurance markets
• Develop investment memos, presentations, and recommendations for senior leadership and investment committees
• Evaluate new market entry opportunities, product strategies, and business line expansions
• Partner with business leaders across KKR to drive internal strategic initiatives and operational improvements
• Assist in due diligence processes, including financial, operational, and regulatory workstreams
• Support long-term strategic planning, including capital allocation and growth prioritization
• Review and assess inbound opportunities from advisors, counterparties, and internal stakeholders
• Collaborate closely with KKR investment teams to evaluate opportunities that leverage the broader platform

QUALIFICATIONS

• 2–4 years of experience in investment banking (FIG preferred), private equity, corporate development, actuarial advisory or a related role
• Experience with insurance, reinsurance, or broader FIG strongly preferred
• Strong financial modeling and analytical skills, with experience evaluating M&A transactions
• Demonstrated interest in insurance and long-term asset/liability-driven business models
• Ability to communicate complex analyses clearly and effectively to senior stakeholders
• High attention to detail with the ability to manage multiple workstreams in a fast-paced environment
• Aptitude for critical and creative thinking across the quantitative and qualitative spectrum
• Curiosity about and openness to adopting emerging AI technologies in day-to-day workflow
• Strong intellectual curiosity and a proactive, ownership-driven mindset
• Team-oriented with the ability to collaborate across functions and seniority levels
• Maturity, presence, sound judgment, and ability to form and express opinions and ideas effectively to cross-divisional teams including senior management