Sr. Associate, Investment Operations
Listed on 2026-03-08
-
Finance & Banking
Risk Manager/Analyst, Financial Analyst
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long‑term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group.
Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk‑modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders.
Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. for more information about Fortitude Re.
The Senior Associate, Investment Operations plays a critical role in supporting and enhancing the investment, portfolio management, and operational infrastructure of a growing private credit platform. This role independently manages complex operational processes across the investment lifecycle and serves as a key point of coordination between investment teams, operations, fund administrators, investment accounting, treasury, and external counter parties. The Senior Associate applies advanced operational and analytical expertise to resolve complex issues, improve scalability, and ensure the accuracy, timeliness, and integrity of investment operations in a fast‑paced, transaction‑driven environment.
WhatYou Will Do Operational Ownership & Business Enablement
- Independently manage the onboarding of new reinsurance deals into the investment operations infrastructure, including portfolio creation, portfolio mapping, and system setup.
- Lead the operational onboarding of new asset managers, funds, vehicles, and investment products, coordinating AML/KYC, subscription documentation, investment management agreements, and end‑to‑end operational readiness.
- Serve as an operational subject matter resource for new investment structures, partnering with cross‑functional teams to ensure alignment and execution readiness.
- Own and coordinate operational processes across the private credit investment lifecycle, including funded and unfunded commitments, delayed‑draw facilities, CML, RML, and structured notes.
- Coordinate funding requirements across treasury, finance, custodians, administrators, and counter parties to ensure timely and accurate settlement.
- Proactively identify, investigate, and resolve post‑trade, settlement, and reconciliation issues, applying judgment and precedent‑based solutions.
- Lead or independently execute operational process improvements to support scalability and transaction growth.
- Maintain and enhance standard operating procedures across multiple investment operations processes.
- Perform and oversee auditable control checks related to portfolio setup, asset transfers, cash movements, and valuation support.
- Produce, monitor, and analyze KPI metrics; elevate trends, risks, and control issues with clear recommendations.
- Identify process inefficiencies and partner with technology, data, and operations teams to support automation, system enhancements, and expanded use of AI.
- Design and support the development of automated reports and dashboards to improve portfolio transparency and stakeholder reporting.
- Act as a key operational liaison with investment, portfolio management, accounting, treasury, and external service providers.
- Track and coordinate capital calls and distributions with fund…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).