[Hiring] AVP, Investment Operations @Fortitude Re

Role Description

The AVP, Investment Operations plays a critical role in supporting the investment, portfolio management, and operations functions with a strong emphasis on data integrity, control discipline, and operational scalability. This individual will be a critical part of the investment lifecycle — from asset manager and deal onboarding through settlement and cash management — while owning the reconciliation process, proactively identifying breaks, discrepancies, and process gaps, and driving remediation and standardization across systems and counterparties. Acting as a key liaison between investment teams, operations, fund administrators, investment accounting, and external counterparties, this role ensures that data and cash activity are accurately captured, controls are consistently applied, and issues are resolved at their root cause. The role requires strong analytical skills, diligence, and the ability to operate effectively in a fast-paced, transaction-driven environment. This role will be based remotely.

What You Will Do:

• Support Business Growth
  • Support the onboarding of new reinsurance deals into the Investments Operational infrastructure, driving standardization and process improvements.
  • Manage the onboarding of new asset managers and their integration onto Fortitude-Re platform (e.g. funds, separately managed accounts, direct investments).
  • Support onboarding and due diligence of new investment vehicles, managers and operational setups.
  • Develop deep relationships with our external managers, custodians, and administrators serving as a key contact for proactively resolving operational issues.
• Investment Lifecycle Support
  • Oversee all processes for private credit investments including funded/unfunded commitments, delay-draw facilities CML, RML and structured notes and coordinate funding requirements across treasury and finance teams.
  • Own post trade operations and settlement workflow by collaborating closely with custodians, administrators, and counterparties, proactively identifying and resolving issues and implementing process improvements.
  • Coordinate capital calls and distributions with fund administrators and cash management teams. Monitor liquidity requirements for funds and separately managed accounts to ensure timely funding of transactions and expenses.
  • Identify process gaps and implement scalable solutions to support business growth.
• Controls Process and Documentation
  • Review and maintain standard procedures across multiple functions.
  • Oversee control processes and drive operational excellence.
  • Own and enhance KPI framework and metrics to proactively identify issues and drive process and control improvements.
  • Work closely with our Data team to leverage data architecture improvements.
  • Lead and review the development of automated reports and dashboards to facilitate the management of the investment portfolio and the sharing of information with key stakeholders.
• Cross Functional Collaboration
  • Act as a trusted operational resource to investment professionals, providing guidance on structuring, operational feasibility, and execution considerations.
  • Serve as the bridge between investment professionals, legal, treasury, accounting, and external administrators.
  • Provide operational insights to support investment decision-making and portfolio construction.
  • Address ad-hoc inquiries relating to data, investment activities, etc.
  • Mentor junior analysts and contribute to team knowledge sharing and best practices.

Qualifications

• Bachelor's degree preferably in Finance, Accounting, Economics, or a related field.
• 7+ years of investment operations, fund accounting, Middle Office, and/or asset management processes.
• Strong working knowledge of Fixed Income securities and strong experience with private credit, private equity, real assets, or structured/illiquid.
• Exposure to insurance or reinsurance investment portfolios, statutory reporting, or regulated asset managers strongly preferred.
• Excellent communication and organizational skills with the ability to manage multiple priorities under tight deadlines and highly collaborative work style.
• Strong analytical and critical thinking skills with the ability to exercise sound judgment.
• Highly organized, meticulous, and comfortable operating in a fast-paced, evolving environment.

Requirements

• The base salary range for this role is $145,000 — $165,000 USD, commensurate with candidate experience.
• In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.

Company Description

At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture.

We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.