Fortitude Re
SVP, Head of Investment Operations
Fortitude Re, Jersey City, New Jersey, United States, 07310
Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the worlds leading providers of legacy reinsurance solutions. They work with the worlds 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 Res roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Res 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.
Click
here
for more information about Fortitude Re. The SVP, Head of Investment Operations is a senior leader responsible for overseeing all operational aspects of a complex and diversified investment platform. This individual will lead a large, high-performing team across trade operations, cash and asset transfers, data integrity, onboarding, investment compliance measurement and reporting. The role requires a strategic operator with a deep understanding of private and public markets, a strong process mindset, and the ability to scale investment operations through technology, automation, and cross-functional collaboration. The SVP will be a key interface between internal stakeholders, asset managers, custodians, and regulators, ensuring operational excellence and alignment with enterprise-wide investment objectives.
What You Will Do:
Provide strategic leadership for the investment operations function, aligning priorities with broader investment and enterprise goals.
Manage a large team across multiple functional areas, fostering a culture of accountability, collaboration, and continuous improvement.
Oversee all operational workflows supporting the investment portfolio, including trade settlements, cash and asset transfers, subscription processes, and capital call funding.
Lead the operational implementation of new reinsurance transactions and onboarding of external asset managers, ensuring seamless integration and timely execution.
Own and evolve the investment data infrastructure, including oversight of the Investments Data Warehouse and data reconciliation processes across Clearwater, custodian, and internal systems.
Drive data integrity and transparency through the development of robust control frameworks and validation protocols.
Define and track key performance indicators (KPIs) and operational risk metrics; use data and insights to drive process enhancements and automation initiatives.
Champion the use of technology, including automation tools, AI, and workflow platforms to streamline manual processes and scale operations efficiently.
Act as the principal liaison for internal and external audit engagements and regulatory inquiries related to investment operations.
Ensure portfolio compliance with investment guidelines and reinsurance treaty provisions, in partnership with Risk, Legal, and Compliance teams.
Oversee private asset security master data, ratings, and analytics, ensuring accurate and timely updates.
Support senior investment leadership with operational insights and reporting across the investment platform.
Build and maintain strong partnerships across asset management, finance, IT, legal, compliance, and third-party service providers.
What You Will Have:
15+ years of progressive experience in investment operations, asset management, insurance, or reinsurance.
Proven experience managing and scaling high-performing teams.
Demonstrated ability to delegate effectively and develop team capabilities through coaching, training, and mentorship, ensuring operational resilience and succession planning.
Strong knowledge of private credit/equity instruments and middle/back-office functions.
Bachelor's degree required; advanced degree or professional certification (e.g., CFA, CAIA) a plus.
Expertise in Clearwater, Bloomberg, and/or similar platforms; advanced Excel and PowerPoint skills.
Experience with coding or data tools (e.g., SQL, Python) preferred.
Exceptional communication and leadership skills, with the ability to influence across functions and levels.
Strong organizational and project management capabilities in a fast-paced, deadline-driven environment.
#LI-Hybrid 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
$225,000
—
$290,000 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 everyoneregardless of background, race, religion, sexual orientation or gender identityfeels 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.
Check us out on YouTube:
About Fortitude Re (youtube.com)
By submitting your application, you
agree that Fortitude Re may collect your personal data for recruiting purposes.
Click
here
for more information about Fortitude Re. The SVP, Head of Investment Operations is a senior leader responsible for overseeing all operational aspects of a complex and diversified investment platform. This individual will lead a large, high-performing team across trade operations, cash and asset transfers, data integrity, onboarding, investment compliance measurement and reporting. The role requires a strategic operator with a deep understanding of private and public markets, a strong process mindset, and the ability to scale investment operations through technology, automation, and cross-functional collaboration. The SVP will be a key interface between internal stakeholders, asset managers, custodians, and regulators, ensuring operational excellence and alignment with enterprise-wide investment objectives.
What You Will Do:
Provide strategic leadership for the investment operations function, aligning priorities with broader investment and enterprise goals.
Manage a large team across multiple functional areas, fostering a culture of accountability, collaboration, and continuous improvement.
Oversee all operational workflows supporting the investment portfolio, including trade settlements, cash and asset transfers, subscription processes, and capital call funding.
Lead the operational implementation of new reinsurance transactions and onboarding of external asset managers, ensuring seamless integration and timely execution.
Own and evolve the investment data infrastructure, including oversight of the Investments Data Warehouse and data reconciliation processes across Clearwater, custodian, and internal systems.
Drive data integrity and transparency through the development of robust control frameworks and validation protocols.
Define and track key performance indicators (KPIs) and operational risk metrics; use data and insights to drive process enhancements and automation initiatives.
Champion the use of technology, including automation tools, AI, and workflow platforms to streamline manual processes and scale operations efficiently.
Act as the principal liaison for internal and external audit engagements and regulatory inquiries related to investment operations.
Ensure portfolio compliance with investment guidelines and reinsurance treaty provisions, in partnership with Risk, Legal, and Compliance teams.
Oversee private asset security master data, ratings, and analytics, ensuring accurate and timely updates.
Support senior investment leadership with operational insights and reporting across the investment platform.
Build and maintain strong partnerships across asset management, finance, IT, legal, compliance, and third-party service providers.
What You Will Have:
15+ years of progressive experience in investment operations, asset management, insurance, or reinsurance.
Proven experience managing and scaling high-performing teams.
Demonstrated ability to delegate effectively and develop team capabilities through coaching, training, and mentorship, ensuring operational resilience and succession planning.
Strong knowledge of private credit/equity instruments and middle/back-office functions.
Bachelor's degree required; advanced degree or professional certification (e.g., CFA, CAIA) a plus.
Expertise in Clearwater, Bloomberg, and/or similar platforms; advanced Excel and PowerPoint skills.
Experience with coding or data tools (e.g., SQL, Python) preferred.
Exceptional communication and leadership skills, with the ability to influence across functions and levels.
Strong organizational and project management capabilities in a fast-paced, deadline-driven environment.
#LI-Hybrid 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
$225,000
—
$290,000 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 everyoneregardless of background, race, religion, sexual orientation or gender identityfeels 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.
Check us out on YouTube:
About Fortitude Re (youtube.com)
By submitting your application, you
agree that Fortitude Re may collect your personal data for recruiting purposes.