Remote AVP, Investment Operations & Data Integrity

Socotra, Inc.; Jersey City, Northern (NJ, KY); Hybrid; USD 130,000 - 180,000; Full time

Job summary

Fortitude Reinsurance Company Ltd. (Fortitude Re) is a leading provider of legacy reinsurance solutions, partnering with world-class insurers to deliver specialized Life & Annuity and P&C strategies.

The AVP, Investment Operations will uphold data integrity, oversee settlement workflows, and drive scalable processes across asset onboarding, capital calls, and reporting. The role emphasizes cross-functional collaboration with investment teams, custodians, fund administrators, and risk and finance

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.

Responsibilities

• Support onboarding of new reinsurance deals into the Investments Operational infrastructure, driving standardization and process improvements.
• Manage 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.
• Oversee 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.
• 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.

Skills

Investment operations

Data analysis

Communication

Team mentorship

Education

Bachelor's degree in Finance

Job description

Fortitude Reinsurance Company Ltd. (Fortitude Re) is a leading provider of legacy reinsurance solutions, partnering with world-class insurers to deliver specialized Life & Annuity and P&C strategies.

The AVP, Investment Operations will uphold data integrity, oversee settlement workflows, and drive scalable processes across asset onboarding, capital calls, and reporting. The role emphasizes cross-functional collaboration with investment teams, custodians, fund administrators, and risk and finance