Sr. Associate, Investment Operations Data

Fortitude Re•Jersey City, NJ

About The Position

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 their 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.

Requirements

Bachelor's degree 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
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
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

Responsibilities

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.
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.
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.
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.
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.