Manager, Investment Operations

Wilton RE

1d • Hybrid

About The Position

The Manager, Investment Operations role at Wilton Re plays a critical role in supporting investment, portfolio management, treasury, and accounting activities. This individual will act as a key liaison between investment teams, operations, fund administrators, investment accounting, custodians, and external counterparties. The role requires strong analytical skills, operational rigor, and the ability to operate effectively in a fast-paced, transaction-driven environment.

Requirements

• Minimum 6 years of investment operations, middle office, fund accounting, and/or asset management operations experience, including settlement and treasury operations.
• Experience using Clearwater Analytics for investment accounting, reporting, and portfolio data management required.
• Strong working knowledge of fixed income investments and derivatives.
• Practical knowledge of financial markets/instruments, investment terminology, and domestic/foreign settlement practices.
• Excellent communication and organizational skills; ability to manage multiple priorities under tight deadlines and work collaboratively.
• Strong analytical and critical thinking skills; sound judgment and a continuous improvement mindset.

Responsibilities

• Lead onboarding new reinsurance deals and ensure seamless integration into the investment operational infrastructure; drive standardization and process improvements.
• Manage onboarding of new assets and asset managers including uploading and configuring new assets in the system; reconciling opening positions and valuations to the prior insurance company’s books of record, statutory filings, and custodian statements; and validating all key data elements—including but not limited to NAIC ratings and classifications, yields, coupons, maturities, durations, convexity, and other security attributes.
• Conduct and coordinate operational due diligence on new managers, vehicles, and setups.
• Develop deep relationships with external managers, custodians, and administrators; serve as a primary contact to proactively resolve operational issues.
• Partner with deal teams and finance on integration planning for acquired companies and run-off blocks.
• Oversee end-to-end post-trade operations.
• Analyze and affirm trade details; resolve issues related to trade activity, wire transfers, income collection, cash balances, corporate actions, and movement of securities with custodians and administrators.
• Coordinate capital calls and distributions with fund administrators and cash management.
• Own settlement workflows across custody and Clearwater Analytics; manage portfolio transfers on custody and Clearwater; ensure consistent security classification on Clearwater.
• Support and help manage FHLB program activities (e.g. Track and maintain collateral movements and overall accounting for FHLB program); maintain accounts on Clearwater.
• Coordinate hedging program operations with counterparties and Clearwater (settlements, valuation, margin/collateral transfers).
• Identify process gaps and implement scalable solutions to support growth and reduce exceptions.
• Review, maintain, and enhance standard operating procedures across multiple functions.
• Oversee control processes and drive operational excellence; proactively identify issues and implement improvements.
• Lead the development of automated reports and dashboards for portfolio management and stakeholder reporting.
• Manage issues with pricing, pricing sources, and pricing hierarchy; partner with investment accounting to ensure accurate valuation and classification.
• Collaborate with internal audit on SOX compliance and internal controls testing; coordinate responses to external auditors; assist in evaluating SOC 1 reports for third-party administrators (managers, custodians, loan servicers, recordkeepers, etc.).
• Bridge investment, legal, treasury, accounting, and external administrators to ensure smooth execution and reporting.
• Address ad hoc requests related to investment data and activities.

Benefits

• Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days
• 401(k) plan with employer contribution - US Employees Only
• Profit Sharing Program
• Competitive parental leave
• Health, vision, dental, and life insurance, including access to health and wellness programs
• Actuarial Development Program (ADP) for Actuarial employees taking exams
• Employee Assistance Program (EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Manager