Investment Operations Director

About Martello Re

At Martello Re, we are building a distinctive reinsurance offering grounded in exceptional client service, innovative solutions, and advanced data analytics. We are committed to attracting top talent and empowering individuals to make meaningful contributions while advancing their careers. Our dynamic, high‑energy environment fosters collaboration and encourages bold thinking at all levels. At the same time, we maintain a steadfast focus on long‑term financial strength to serve the best interests of our cedants and their policyholders.

The Investment Operations Director will lead the development of Martello Re’s Investment Operations function, establishing the target operating model, infrastructure, processes, and controls required to support a sophisticated and expanding investment portfolio of complex structures and asset classes across the U.S. and international markets with FX and derivative capability requirements. This role partners closely with Investments, Finance, Risk, Actuarial, Technology, working with external asset managers to ensure effective data feed management, enhanced investment data quality, seamless execution and operational rigor, to effectively support the investment and reporting lifecycle.

• Develop the Investment Operations framework aligned with Martello Re’s strategy and regulatory requirements.
• Enhance and automate workflows on trade reviews, validations and reconciliation executed trades to support Investment strategy with adherence to governance and documented policies for Investment Operations.
• Establish and maintain strong internal controls on Investment Operations that support accurate, timely investment data feed management and reconciliation.

• Lead onboarding, implementation and integration of asset manager data feeds to support new reinsurance transactions and strategic asset classes.
• Partner with service providers, Investments, Accounting and Technology to implement systems that support investment data, accounting, reporting, reconciliation, and data workflows.
• Design scalable processes to support the investment lifecycle including diverse asset manager data feed onboarding for trade operations, asset transfers, reconciliations, close reviews and reporting oversight.

• Oversee investment data governance, ensuring accuracy, consistency, and audit‑readiness.
• Lead data feed mapping and reporting for investment data validation by Investments, Accounting and Finance teams.
• Maintain controls related to valuations, performance reporting, and compliance monitoring.

• Serve as the primary operational liaison to external asset managers, Clearwater, custodians, and administrators.
• Collaborate across functional teams including Actuarial, Finance, Risk, Compliance, and Strategic Initiatives to ensure transparency and accuracy of investment data and reports.
• Optimizing operational processes across the investment portfolio for operational efficiency and scalability.

• Act as a strategic partner to the Head of Operations and senior leadership.
• Build and develop a high‑performing Investment Operations capability as the organization grows.
• Demonstrate sound judgment and adaptability within a fast‑paced environment.

• Bachelor’s degree in Finance, Economics, Business, Accounting, or related field; advanced credentials (CFA, CAIA, FRM, MBA) preferred.
• 10+ years of experience in investment operations, investment accounting, or portfolio administration within insurance, reinsurance, or asset management.
• Experience working with Asset Managers and/or investment and accounting systems or data platforms such as Clearwater, Fact Set, Bloomberg, and Microsoft Suite.
• Knowledge or experience with life & annuity or Asset‑intensive (re) insurance structures, and U.S. and Bermuda regulatory environments strongly preferred.
• Proven experience designing and implementing operational processes and controls in high‑growth or…