Fortitude Re

Financial Planning and Analysis

• Support onboarding of new reinsurance deals into the Investments Operational infrastructure
• Manage onboarding and integration of new asset managers, funds, separately managed accounts, and direct investments
• Support onboarding and due diligence of new investment vehicles, managers, and operational setups
• Develop relationships with external managers, custodians, and administrators to resolve operational issues
• Oversee private credit investment processes, including funded/unfunded commitments, delay-draw facilities, CML, RML, and structured notes
• Coordinate funding requirements across treasury and finance teams
• Own post-trade operations and settlement workflows
• Identify and resolve operational issues and implement process improvements
• Coordinate capital calls and distributions
• Monitor liquidity requirements for funds and separately managed accounts
• Identify process gaps and implement scalable solutions
• Review and maintain standard procedures
• Oversee control processes and drive operational excellence
• Own and enhance KPI frameworks and metrics
• Collaborate with the Data team on data architecture improvements
• Lead development of automated reports and dashboards
• Advise investment professionals on structuring, operational feasibility, and execution considerations
• Bridge investment, legal, treasury, accounting, and external administrator teams
• Provide operational insights for investment decisions and portfolio construction
• Address ad-hoc data and investment activity inquiries
• Mentor junior analysts and contribute to knowledge sharing and best practices

AVP, Investment Operations