Investment Operations Director - Charlotte - Martello Re

Description

At Martello Re, we are building a distinctive reinsurance offering grounded in exceptional client service, innovative solutions, and advanced data analytics. We are committed to attracting top talent and empowering individuals to make meaningful contributions while advancing their careers. Our dynamic, high‑energy environment fosters collaboration and encourages bold thinking at all levels. At the same time, we maintain a steadfast focus on long‑term financial strength to serve the best interests of our cedants and their policyholders.

The Investment Operations Director will lead the development of Martello Re's Investment Operations function, establishing the target operating model, infrastructure, processes, and controls required to support a sophisticated and expanding investment portfolio of complex structures and asset classes across the U.S. and international markets with FX and derivative capability requirements. This role partners closely with Investments, Finance, Risk, Actuarial, Technology, working with external asset managers to ensure effective data feed management, enhanced investment data quality, seamless execution and operational rigor, to effectively support the investment and reporting lifecycle.

Key Duties And Responsibilities

Investment Operations Framework & Governance

• Develop the Investment Operations framework aligned with Martello Re's strategy and regulatory requirements.
• Enhance and automate workflows on trade reviews, validations and reconciliation executed trades to support Investment strategy with adherence to governance and documented policies for Investment Operations.
• Establish and maintain strong internal controls on Investment Operations that support accurate, timely investment data feed management and reconciliation.

Operational Infrastructure & Process Design

• Lead onboarding, implementation and integration of asset manager data feeds to support new reinsurance transactions and strategic asset classes.
• Partner with service providers, Investments, Accounting and Technology to implement systems that support investment data, accounting, reporting, reconciliation, and data workflows.
• Design scalable processes to support the investment lifecycle including diverse asset manager data feed onboarding for trade operations, asset transfers, reconciliations, close reviews and reporting oversight.

Portfolio Data, Reporting & Analytics

• Oversee investment data governance, ensuring accuracy, consistency, and audit‑readiness.
• Lead data feed mapping and reporting for investment data validation by Investments, Accounting and Finance teams.
• Maintain controls related to valuations, performance reporting, and compliance monitoring.

Cross‑Functional and External Coordination

• Serve as the primary operational liaison to external asset managers, Clearwater, custodians, and administrators.
• Collaborate across functional teams including Actuarial, Finance, Risk, Compliance, and Strategic Initiatives to ensure transparency and accuracy of investment data and reports.
• Optimizing operational processes across the investment portfolio for operational efficiency and scalability.

Leadership & Execution

• Act as a strategic partner to the Head of Operations and senior leadership.
• Build and develop a high‑performing Investment Operations capability as the organization grows.
• Demonstrate sound judgment and adaptability within a fast‑paced environment.

Other duties as assigned

Required Education And Experience

• Bachelor's degree in Finance, Economics, Business, Accounting, or related field; advanced credentials (CFA, CAIA, FRM, MBA) preferred.
• 10+ years of experience in investment operations, investment accounting, or portfolio administration within insurance, reinsurance, or asset management.
• Experience working with Asset Managers and/or investment and accounting systems or data platforms such as Clearwater, FactSet, Bloomberg, and Microsoft Suite.
• Knowledge or experience with life & annuity or Asset-intensive (re)insurance structures, and U.S. and Bermuda regulatory environments strongly preferred.
• Proven experience designing and implementing operational processes and controls in high‑growth or transformational settings.

Required Skills

• Strong operational process design capability with a high degree of accuracy, control orientation, and attention to detail.
• Skilled with investment accounting systems, data management tools, and operational technology infrastructure.
• Ability to manage competing priorities and deliver in a dynamic, high‑growth environment.
• Consistently drives improvements that enhance efficiency, transparency, and control across investment workflows.
• Excellent organizational, communication, and interpersonal skills with high ethical standards, integrity, and sound judgment.
• Ability to work both independently and collaboratively across Investments, Finance, Technology, Risk, Actuarial, and external partners.
• Able to translate Martello Re's investment and reinsurance strategy into practical, scalable operational frameworks.
• Strong understanding of capital markets, portfolio structures, and financial instruments.
• Uses data and structured problem‑solving to enhance processes, elevate reporting quality, and resolve operational issues.
• Effectively leads change initiatives and operational transitions with clarity and minimal disruption.
• Communicates complex information clearly and persuasively, building credibility with internal and external stakeholders.
• Strong understanding of life & annuity reinsurance, investment governance practices, and evolving regulatory environments.

Supervisory Responsibilities

• Responsible for developing an Investment Operations team to meet functional objectives.
• Directs staffing needs and manages performance at the function level.

Location and Travel

• Martello Re welcome applications from candidates within a commutable distance to our Charlotte, NC office or Bermuda for a hybrid work arrangement. We are proud to be an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
• Periodic travel to Martello Re offices for internal meetings, approximately once per quarter for 2‑3 business days, or more frequently as determined by business needs.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Note for Recruitment Agencies

We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization. Martello Re bears no responsibility for fees related to unsolicited resumes.

Note to Applicants

Personal Information collected is used for recruitment purposes only and will be shared with hiring managers and those involved in the hiring process. We may retain your personal information for a reasonable period in compliance with applicable regulations, typically one year post application submission, to enable us to match your details with other suitable job opportunities that may arise from time to time, unless otherwise requested. Please refer to Martello Re's Privacy Notice for further information on your rights and how we protect your personal information: Privacy Notice– Martello Re.