Fortitude Re · 1 day ago
Associate, Investment Operations
Jersey City
Full-time
Onsite
Entry, Mid Level
$100K/yr - $130K/yr
2+ years expFortitude Reinsurance Company Ltd. is a leading provider of legacy reinsurance solutions. The Associate, Investment Operations plays a critical role in supporting the investment, portfolio management, and operations functions of a growing private credit platform, acting as a key liaison between various teams and ensuring smooth onboarding and operational processes.
Financial ServicesInsurance
Responsibilities
Support onboarding new reinsurance deals into the Investments Operational infrastructure by creating new portfolios, ensuring portfolio mapping is in place
Facilitate the onboarding new asset managers and their integration onto Fortitude-Re platform (e.g. funds, separately managed accounts, direct investments)
Support onboarding of new funds, vehicles, and investment products by coordinating the completion of AML/KYC, subscription documents, investment management agreements and operational setups
Coordinate 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
Support post trade operations and settlement workflow by working closely with custodians, administrators and counterparties, proactively identifying and resolving issues and implementing process improvements
Identify process gaps and assist with implementation of scalable solutions to support business growth
Maintain standard procedures across multiple processes
Perform auditable control checks on key processes, e.g. portfolio creation, assets transfers and cash movements
Produce, maintain, and monitor KPI metrics, escalating identified issues
Identify process inefficiencies and support automation, system enhancements and expanded use of AI to drive operational effectiveness
Assist in development of automated reports and dashboards to facilitate the management of the investment portfolio and the sharing of information with key stakeholders
Track and 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
Address ad-hoc inquiries relating to data, investment activities, and reconciliation issues, etc
Qualification
Required
Bachelor's degree preferably in Finance, Accounting, Economics or a related field
2-5 years of investment, accounting, Middle Office and/or data analysis experience
Inquisitive mindset with the ability to research issues and present clearly proposed remedial actions
Excellent communication and organizational skills with the ability to manage multiple priorities under tight deadlines
Ability to work collaboratively within a team and across departments
Detail-oriented mindset with a commitment to continued learning, accuracy and process efficiency
Preferred
Strong working knowledge of Fixed Income securities and good understanding of private credit and alternatives instruments preferred
Familiarity with investment structures common in insurance and reinsurance structures is a plus
Benefits
Annual bonus based on company and individual performance
Generous benefits package
Company
Fortitude Re
Fortitude Re is a reinsurance company that specializes in executing bespoke transactional solutions.
501-1000 employees
H1B Sponsorship
Fortitude Re has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2023 (3)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
Greta Hager
Chief Financial Officer
Denise Nichols
Chief People Officer
Recent News
MarketScreener
2025-11-03
Private Debt Investor
2025-10-24
Company data provided by crunchbase