Manager, Investment Operations

Manager, Investment Operations

About the Company:

Wilton Re is an industry leader in the life (re) insurance space, specializing in the acquisition of in-force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with the services they need from in-force transactions and product development to underwriting and new business strategies.

Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions in the market.

The Manager, Investment Operations role at Wilton Re plays a critical role in supporting investment, portfolio management, treasury, and accounting activities. This individual will act as a key liaison between investment teams, operations, fund administrators, investment accounting, custodians, and external counter parties. The role requires strong analytical skills, operational rigor, and the ability to operate effectively in a fast-paced, transaction-driven environment.

• Business Growth & Onboarding:
  • Lead onboarding of new reinsurance deals and ensure seamless integration into the investment operational infrastructure; drive standardization and process improvements.
  • Manage onboarding of new assets and asset managers, including uploading and configuring new assets in the system; reconciling opening positions and valuations to the prior insurance company’s books of record, statutory filings, and custodian statements; and validating all key data elements—including NAIC ratings and classifications, yields, coupons, maturities, durations, convexity, and other security attributes.
  • Conduct and coordinate operational due diligence on new managers, vehicles, and setups.
  • Develop deep relationships with external managers, custodians, and administrators; serve as a primary contact to proactively resolve operational issues.
  • Partner with deal teams and finance on integration planning for acquired companies and run-off blocks.
• Investment Lifecycle, Trade Support & Settlement:
  • Oversee end-to-end post-trade operations.
  • Analyze and affirm trade details; resolve issues related to trade activity, wire transfers, income collection, cash balances, corporate actions, and movement of securities with custodians and administrators.
  • Coordinate capital calls and distributions with fund administrators and cash management.
  • Own settlement workflows across custody and Clearwater Analytics; manage portfolio transfers on custody and Clearwater; ensure consistent security classification on Clearwater.
  • Support and help manage FHLB program activities, including tracking and maintaining collateral movements and overall accounting for the FHLB program; maintain accounts on Clearwater.
  • Coordinate hedging program operations with counter parties and Clearwater (settlements, valuation, margin/collateral transfers).
  • Identify process gaps and implement scalable solutions to support growth and reduce exceptions.
• Data, Controls & Reporting:
  • Review, maintain, and enhance standard operating procedures across multiple functions.
  • Oversee control processes and drive operational excellence; proactively identify issues and implement improvements.
  • Lead the development of automated reports and dashboards for portfolio management and stakeholder reporting.
  • Manage issues with pricing, pricing sources, and pricing hierarchy; partner with investment accounting to ensure accurate valuation and classification.
  • Collaborate with internal audit on SOX compliance and internal controls testing; coordinate responses to external auditors; assist in evaluating SOC 1 reports for third-party administrators (managers, custodians, loan servicers, recordkeepers, etc.).
• Cross-Functional Collaboration:
  • Bridge investment, legal, treasury, accounting, and external administrators to ensure smooth execution and reporting.
  • Address ad hoc requests related to investment data and activities.

• Minimum 6 years of investment operations, middle office, fund accounting, and/or asset management operations experience, including settlement and treasury operations.
• Experience…