Director, Investment Operations

As the Director, Investment Operations you will lead and elevate investment accounting operations for a complex portfolio while developing talent and driving operational excellence. This role partners closely with senior leadership to ensure accuracy, compliance, and efficiency across investment activities.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Director, Investment Operations:

• Lead and develop the Investment Operations team, providing coaching, mentorship, and performance management to drive a high-performing, engaged team
• Oversee day-to-day investment accounting operations across a complex portfolio, including securities, derivatives, commercial mortgage loans, and real estate
• Ensure accurate and timely processing of transactions, corporate actions, cash activity, and reconciliations in alignment with regulatory and company standards
• Partner with investment and finance teams to support both front and back office operations, ensuring seamless coordination and issue resolution
• Deliver accurate financial reporting across STAT, GAAP, Tax, and Management bases, including journal entries and general ledger support
• Support financial statement preparation, audits, and reporting for senior leadership and external stakeholders
• Identify opportunities to improve processes, implement solutions, and enhance operational efficiency
• Lead or contribute to strategic initiatives and special projects critical to the organization

What's In It For You

• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Inclusion and Culture: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.

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What Sets You Up For Success

• Bachelor's degree in Finance, Accounting, or a related field (or equivalent experience)
• 7+ years of experience in insurance and/or investment accounting environments
• 5+ years of experience in securities processing or investment operations
• 2+ years of leadership or people management experience
• Strong knowledge of investment products, including fixed income, equities, derivatives, and real estate assets
• Solid understanding of STAT and GAAP accounting principles
• Experience with investment accounting systems (e.g., PAM, CAMRA, Maximis) preferred
• Strong analytical skills with high attention to detail and accuracy
• Ability to manage competing priorities and meet tight deadlines
• Proven ability to lead initiatives, solve problems, and drive results