Investment Operations Manager

Starr Insurance Companies$120K — $145K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field.
  • 8+ years of investment accounting and/or middle office experience, preferably in an institutional investment or asset management.
  • Experience with Clearwater Analytics is a plus.
  • Proven track record as a primary contact with banking partners and vendors.
  • Strong proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
  • Ability to manage direct reports and collaborate across departments on time-sensitive projects.

Responsibilities

  • Support investment operations for the global investment office, including routine operations and change management.
  • Act as a key liaison among portfolio managers, FP&A, Treasury, Legal, and Accounting, managing long-term projects effectively.
  • Lead the onboarding of new investment accounts and managers, tracking funding requests throughout the investment lifecycle.
  • Develop and maintain relationships with banks, custodians, and vendors to resolve operational issues.
  • Enhance the reporting framework for investment KPIs, including income and expenses.
  • Create automated reporting dashboards and lead sheets to improve management reporting.

Benefits

  • First-class training and development opportunities for all employees.
  • Support for career growth within a rapidly growing organization.
  • Inclusive and diverse work environment that values merit-based recruitment.
  • Access to experienced leadership for mentorship and guidance.
  • Opportunities to make impactful decisions and innovations in a global company.
Full Job Description

Responsibilities

  • Play a critical role in supporting investment operations for the global investment office. Support routine operations as well as being an integral part of change management efforts.
  • Key liaison between portfolio managers, FP&A, Treasury, Legal, and Accounting functions. Be able to successfully manage long-term projects while keeping management apprised of progress.
  • Lead the onboarding of new investment accounts and managers and provide ongoing support throughout the investment lifecycle including tracking and processing funding requests.
  • Build relationships with contacts at banks, custodians, data/software vendors, administrators, and asset managers to troubleshoot operational issues.
  • Lead efforts to enhance the reporting framework for investment related KPIs including investment income and investment related expenses
  • Contribute to the development of automated reporting dashboards/lead sheets. Draw on past experience to streamline large datasets into improved management reporting deliverables.

Qualifications

  • Bachelor’s degree in Accounting, Finance, or other related field.
  • 8+ years of investment accounting and/or middle office experience within an institutional investor or asset manager. Experience within Insurance Company strongly preferred but not required
  • Experience with Clearwater Analytics preferred but not required
  • Experience as the primary contact with banking partners and vendors required
  • Strong proficiency in Microsoft Office software packages (Excel, PowerPoint, and Word).
  • Team player, with the ability to support time sensitive ad-hoc projects. Demonstrated the ability to effectively manage direct reports and work alongside other departments.

About Starr Insurance Companies

Starr Insurance Companies Careers

There has never been a better time to join the global team of Starr Insurance Companies—the leading provider of insurance and investment solutions worldwide.

Work You’ll Do

Join Starr Insurance Companies' top-tier team to assist some of the most prestigious clients in navigating their risk management and insurance strategies. Transform the approach to global insurance solutions with the brightest minds at Starr Insurance Companies. This is where innovation meets industry expertise in a dynamic environment. Lead from a unique position in the marketplace, at the crossroads of deep industry knowledge and extensive insurance innovation. Engage with a worldwide network of professionals dedicated to redefining the future of insurance and risk management. Collaborate with a diverse and inclusive team, fostering a culture of professional growth and diversity training.

Introducing the Starr Insurance Companies Professional Growth Path

The team is committed to building a leading career development framework to help individuals master their professional journey within the insurance industry.

Do Innovative Work

Be part of a team that is at the forefront of industry innovation—delivering targeted solutions through a depth of expertise that is unmatched in the insurance sector.

Drive Innovation and Leadership

Develop and implement groundbreaking solutions on trusted platforms, enhancing Starr Insurance Companies' position as a leader in the insurance industry.

Be Part of a Great Team

Join a team that values diversity and leadership, working on a wide range of initiatives that harness the capabilities of Starr Insurance Companies' global presence.

Future-proof Your Career

Advance your career with limitless opportunities supported by unmatched training, development, and certification programs.

Explore

Discover how Starr Insurance Companies is leading the way in predictive analytics to revolutionize risk assessment and management solutions.

The Starr Insurance Companies Edge

With a commitment to innovation and leadership, Starr Insurance Companies helps clients tackle the challenges of today’s dynamic market. Clients globally turn to Starr Insurance Companies for strategic insights and solutions that drive growth and success in the insurance industry.

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