AVP, Investment Operations

Position Summary

AVP, Investment Operations plays a critical role in supporting the investment, portfolio management, and operations functions of a growing private credit platform. This individual will function as a key liaison between the investment teams, operations, fund administrators, investment accounting, and external counterparties. The role requires strong analytical skills, diligence, and the ability to operate effectively in a fast-paced, transaction-driven environment.

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.

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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.