AVP, Investment Operations

• 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.

What You Will Have:

• 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.

The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. 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.

Base Salary Range

$145,000—$165,000 USD

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.

To all recruitment agencies : Unless you have been requested to work on this position, or other positions with Fortitude Re , please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes.

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Originally posted on Himalayas

• Portfolio Operations Manager
• Fund Operations
• Investment Operations Specialist
• Investment Operations Analyst

Source: Himalayas