Sr. Associate, Investment Operations Data

fortitudegroupholdingsllc; Nashville (TN); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Annual bonus

Generous benefits package

Job summary

Fortitude Reinsurance Company Ltd. is seeking a Senior Associate, Investment Operations Data, to enhance their investment data operating model. This position will engage in data management platform implementation and operational support for investment data quality.

Candidates should have a bachelor's degree in Finance or IT and 3-6 years of relevant experience. The role offers a salary range of $95,000 to $120,000 USD, along with a comprehensive benefits package.

Qualifications

• 3-6+ years of experience in investment operations or asset management environments.
• Operational understanding of IBOR and ABOR concepts.
• Experience supporting data needs across investment teams.

Responsibilities

• Act as a core contributor to the implementation of the data management platform.
• Investigate and resolve data quality issues across various data types.
• Execute daily data operations processes ensuring accurate delivery.

Skills

Analytical skills

Problem-solving

Communication skills

Data management

Education

Bachelor’s degree in Finance or Information Technology

Tools

Enterprise data platforms

APIs

Job description

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 its 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.

The Senior Associate, Investment Operations Data, will play a key role in supporting the implementation and ongoing operation of the firm’s investment data operating model as part of a major transformation to deploy a new enterprise data management platform. This individual contributor will be responsible for ensuring high‑quality, timely, and reliable data across IBOR, ABOR, investment processes, middle‑office workflows, compliance, and reporting.

This position will be part of the Data Operations team in Investment Operations and will act as a subject matter expert and primary executor across data operations workflows, platform implementation activities, and data quality initiatives. The role requires deep expertise in investment data, strong analytical capabilities, and hands‑on experience working within complex, multi‑asset environments.

This position will partner across Front Office, Technology, Risk, Operations, and external vendors to support the delivery of a scalable, well‑governed data ecosystem.

Data Platform Implementation and Support

• Act as a core contributor to the implementation of the new data management platform, supporting business requirements, testing, and rollout activities.
• Translate business needs into detailed functional requirements across data ingestion, mastering, validation, enrichment, integration, and distribution.
• Support data migration, reconciliation, and UAT efforts, ensuring completeness and accuracy of data across systems.
• Partner with Technology and vendors to troubleshoot issues, validate enhancements, and support Agile delivery cycles.
• Contribute to ensuring the platform supports IBOR production, investment processes, risk analytics, compliance, and reporting needs.

Operational Data Management

• Execute and oversee daily data operations processes to ensure accurate and timely delivery of investment data.
• Investigate, resolve, and escalate data quality issues across security master, pricing, corporate actions, reference data, positions, transactions, and exposures.
• Perform reconciliations and validation checks across internal systems, custodians, and third‑party data providers.
• Support the maintenance of data quality frameworks, dashboards, and controls.
• Document workflows, data definitions, and operating procedures to ensure consistency and transparency.

Data Quality and Controls

• Apply and monitor data quality rules, tolerances, and exception management processes.
• Support the implementation of controls across key datasets, including security master, pricing, corporate actions, and transactional data.
• Analyze root causes of data issues and recommend improvements to prevent recurrence.
• Partner with the VP and broader team to enhance data governance and stewardship practices.

Cross‑Functional Collaboration

• Partner with Front Office, Investment Operations, Risk, Finance, and Compliance teams to understand data requirements and support delivery.
• Work closely with Technology teams to refine data flows, improve system integrations, and enhance automation.
• Engage with external vendors (custodians, pricing providers, asset managers) to resolve data discrepancies and improve data quality.
• Communicate findings, issues, and recommendations clearly to stakeholders.

Continuous Improvement & Innovation

• Identify opportunities to improve data processes, enhance automation, and reduce manual intervention.
• Support development of reporting, dashboards, and self‑service data capabilities.
• Contribute to scaling data processes as the firm expands into new asset classes and geographies.
• Leverage tools and emerging technologies (including AI/ML where applicable) to improve data validation, workflow efficiency, and reporting.

What You Will Have

• Bachelor’s degree in Finance, Information Technology (preferred)
• 3‑6+ years of experience in investment operations, data management, IBOR operations, or asset management environments
• Operational understanding of IBOR and ABOR concepts; investments; pricing, corporate actions, and a deep understanding of Security Master data; transactions, position data, reconciliations, cash, exposures
• Experience supporting data needs across investment teams, middle office, risk, treasury, or reporting functions

Platform and Technology Experience

• Experience working with enterprise data platforms (e.g., Palantir Foundry, Clearwater, Aladdin, Markit EDM, Snowflake, Eagle, NeoXam, SimCorp, or similar)
• Understanding of data pipelines, APIs, data models, and data architecture concepts
• Hands‑on experience supporting UAT, data validation, and business requirement documentation

Core Capabilities

• Strong analytical and problem‑solving skills with high attention to detail
• Ability to manage multiple priorities in a fast‑paced environment
• Effective communication and stakeholder engagement skills
• Proactive, self‑starter with a continuous improvement mindset
• Ability to work independently while collaborating closely with cross‑functional teams

The base salary range for this role is $95,000 — $120,000 USD. 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.

By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes. For more on how we handle your personal data, please review our Applicant Privacy Notice.

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.

Our culture embraces inclusion and belonging, valuing the unique attributes, perspectives, and experiences of every individual within the company. Employees are expected to respect and treat each other with dignity and fairness.