Client is a Bermuda based carrier with an international presence, headquarters in NYC and with lines of business in the P&C, A&H and marine space. Client is in turn a subsidiary of a foreign owned investment holding company that has recently purchased the company. The work environment is collaborative. Executives, Managers and Associates see the big picture and are very much involved in running this successful carrier. The Finance team is made up of seasoned professionals who are highly credentialed and have deep insurance experience.

The Client seeks a Manager of Investment Operations. The role is newly created due to the need to decouple the investment operations from the former parent company. The portfolio size is in the $4BB range made up mostly of fixed income products with 1/3 of that in structured assets. Strong knowledge of back office operations in an asset management/trading environment and deep fixed income experience is preferred.Contact Gary@GaryLouisNelson.comCheck the Current Assignments page for more opportunities.Scope:The investment operations officer will develop, implement, communicate and administer all operational and compliance aspects of directly and indirectly managed assets. The successful candidate will have experience with trade execution and settlement, onboarding, performance and risk reporting. Family office, trading floor, or operations for an investment manager background is most desirableResponsibilities:

• Manage operations for directly and indirectly managed fixed income and alternative investment portfolios with $4 billion in assets including trade settlement and supporting trade execution, oversight of regulatory and accounting aspects of the portfolio, LPA/IMA/PPM/Subscription agreement analysis and negotiation, assess cash position and partner with asset management to enhance liquidity management.
• Prepare global investment performance and risk flash reporting utilizing Clearwater Analytics and Bloomberg
• Develop, implement and administer investment guidelines and insure regulatory compliance.
• Present to C Suite executives and Investment & Finance Committees.
• Manage relationships including internal and external audit, vendors, sub service organizations and third party managers.
• Administration including onboarding broker dealers, assess and implement trading platforms, resolve daily issues that may arise with bank, pricing, brokerage and/or vendors, managing inbound and outbound billing, manage transfers and crossings among Sirius entities, and support internal capital movement and transactions.
• Liaise with Corporate Accounting
• Participate as needed with Corporate Finance projects such as M&A, capital/debt raise or LOC’s

Education & Experience

• Bachelor’s Degree
• MBA or Master’s degree from a top school preferred.
• CFA is a plus
• Minimum of 5 years of related experience
• Strong knowledge of middle or back office operations in asset management/trading business and/or family office experience.
• Trade execution experience desired.
• Proficient in Microsoft Office with advanced knowledge of Excel
• Experience with Bloomberg a plus.
• Strong sense of ownership, able to work under pressure and meet tight deadlines
• Detail minded with good problem solving skills
• Self-starter and roll up your sleeves work ethic.
• Proven track record in multi-tasking efficiently and managing effectively
• Great interpersonal skills and presentation
• Willingness to learn and adapt to new responsibilities
• Dedicated team member who is willing to put in the time and go the extra mile.