Investment Operations Director

Martello Re•City of Hamilton, NC

19d•Hybrid

About The Position

Key Duties and Responsibilities Investment Operations Framework & Governance Develop the Investment Operations framework aligned with Martello Re’s strategy and regulatory requirements. Enhance and automate workflows on trade reviews, validations and reconciliation executed trades to support Investment strategy with adherence to governance and documented policies for Investment Operations. Establish and maintain strong internal controls on Investment Operations that support accurate, timely investment data feed management and reconciliation. Operational Infrastructure & Process Design Lead onboarding, implementation and integration of asset manager data feeds to support new reinsurance transactions and strategic asset classes. Partner with service providers, Investments, Accounting and Technology to implement systems that support investment data, accounting, reporting, reconciliation, and data workflows. Design scalable processes to support the investment lifecycle including diverse asset manager data feed onboarding for trade operations, asset transfers, reconciliations, close reviews and reporting oversight. Portfolio Data, Reporting & Analytics Oversee investment data governance, ensuring accuracy, consistency, and audit‑readiness. Lead data feed mapping and reporting for investment data validation by Investments, Accounting and Finance teams. Maintain controls related to valuations, performance reporting, and compliance monitoring. Cross‑Functional and External Coordination Serve as the primary operational liaison to external asset managers, Clearwater, custodians, and administrators. Collaborate across functional teams including Actuarial, Finance, Risk, Compliance, and Strategic Initiatives to ensure transparency and accuracy of investment data and reports. Optimizing operational processes across the investment portfolio for operational efficiency and scalability. Leadership & Execution Act as a strategic partner to the Head of Operations and senior leadership. Build and develop a high‑performing Investment Operations capability as the organization grows. Demonstrate sound judgment and adaptability within a fast‑paced environment. Other duties as assigned

Requirements

Bachelor’s degree in Finance, Economics, Business, Accounting, or related field; advanced credentials (CFA, CAIA, FRM, MBA) preferred.
10+ years of experience in investment operations, investment accounting, or portfolio administration within insurance, reinsurance, or asset management.
Experience working with Asset Managers and/or investment and accounting systems or data platforms such as Clearwater, FactSet, Bloomberg, and Microsoft Suite.
Proven experience designing and implementing operational processes and controls in high‑growth or transformational settings.
Strong operational process design capability with a high degree of accuracy, control orientation, and attention to detail.
Skilled with investment accounting systems, data management tools, and operational technology infrastructure.
Ability to manage competing priorities and deliver in a dynamic, high‑growth environment.
Consistently drives improvements that enhance efficiency, transparency, and control across investment workflows.
Excellent organizational, communication, and interpersonal skills with high ethical standards, integrity, and sound judgment.
Ability to work both independently and collaboratively across Investments, Finance, Technology, Risk, Actuarial, and external partners.
Able to translate Martello Re’s investment and reinsurance strategy into practical, scalable operational frameworks.
Strong understanding of capital markets, portfolio structures, and financial instruments.
Uses data and structured problem‑solving to enhance processes, elevate reporting quality, and resolve operational issues.
Effectively leads change initiatives and operational transitions with clarity and minimal disruption.
Communicates complex information clearly and persuasively, building credibility with internal and external stakeholders.
Strong understanding of life & annuity reinsurance, investment governance practices, and evolving regulatory environments.

Nice To Haves

advanced credentials (CFA, CAIA, FRM, MBA) preferred.
Knowledge or experience with life & annuity or Asset-intensive (re)insurance structures, and U.S. and Bermuda regulatory environments strongly preferred.

Responsibilities

Develop the Investment Operations framework aligned with Martello Re’s strategy and regulatory requirements.
Enhance and automate workflows on trade reviews, validations and reconciliation executed trades to support Investment strategy with adherence to governance and documented policies for Investment Operations.
Establish and maintain strong internal controls on Investment Operations that support accurate, timely investment data feed management and reconciliation.
Lead onboarding, implementation and integration of asset manager data feeds to support new reinsurance transactions and strategic asset classes.
Partner with service providers, Investments, Accounting and Technology to implement systems that support investment data, accounting, reporting, reconciliation, and data workflows.
Design scalable processes to support the investment lifecycle including diverse asset manager data feed onboarding for trade operations, asset transfers, reconciliations, close reviews and reporting oversight.
Oversee investment data governance, ensuring accuracy, consistency, and audit‑readiness.
Lead data feed mapping and reporting for investment data validation by Investments, Accounting and Finance teams.
Maintain controls related to valuations, performance reporting, and compliance monitoring.
Serve as the primary operational liaison to external asset managers, Clearwater, custodians, and administrators.
Collaborate across functional teams including Actuarial, Finance, Risk, Compliance, and Strategic Initiatives to ensure transparency and accuracy of investment data and reports.
Optimizing operational processes across the investment portfolio for operational efficiency and scalability.
Act as a strategic partner to the Head of Operations and senior leadership.
Build and develop a high‑performing Investment Operations capability as the organization grows.
Demonstrate sound judgment and adaptability within a fast‑paced environment.
Responsible for developing an Investment Operations team to meet functional objectives.
Directs staffing needs and manages performance at the function level.