3clife
Investment Operations Lead
New York, New York
Sponsorship not specifiedDetected 20 days ago
PythonAccount ManagementFinancial AnalysisAccountingExcelCommunicationCollaborationProblem SolvingGAAPFinancial ReportingActuarial Science
About the role
- The Investment Operations professional will play a critical role in supporting Ceres Life Insurance Company's investment platform by serving as the primary liaison between Ceres Life and its affiliated asset management company, Arena Investors.
- In this role, the individual will coordinate the flow of investment information between Arena Investors and Ceres Life, including portfolio data, valuations, cash flows, and compliance-related materials.
- Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as The Westaim Corporation.
Responsibilities
- Support statutory, GAAP, and management reporting by ensuring investment information is complete, accurate, and delivered in accordance with reporting timelines
- Partner with accounting, finance, actuarial, risk, and compliance teams to support audits, regulatory filings, and internal governance requirements
- Work with external partners such as Clearwater and JPMorgan Security Services to ensure effective and efficient operations
- Support new investment onboarding, custody account management, including operational readiness, data mapping, and reporting setup
- Develop and maintain documentation for investment operations processes, controls, and reporting procedures
- Deliver accurate, timely, and well-controlled investment data and reporting
Requirements
- Experience in investment operations, investment accounting, or a related role within an insurance company, asset manager, or financial services firm
- Demonstrate a strong understanding of insurance company investment operations and regulatory requirements
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Be part of an innovative insurance company.
Nice to have
- CFA designation preferred
- CPA designation a plus
- Proficiency with investment systems, databases, PowerBI, Python, and Microsoft Excel
- experience with Clearwater or JPMorgan Markets a plus
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- MBA or Masters degree in Finance a plus
- CFA designation preferred; CPA designation a plus
- Strong understanding of insurance company investment structures, controls, and reporting requirements
- Familiarity with alternative investments and complex asset classes, including private credit and structured investments, preferred
- Knowledge of statutory and GAAP investment accounting concepts and financial reporting processes
- High level of attention to detail with strong analytical and problem-solving skills
- Strong interpersonal and communication skills, with the ability to work effectively across organizations and functions
- Proficiency with investment systems, databases, PowerBI, Python, and Microsoft Excel; experience with Clearwater or JPMorgan Markets a plus
- Why Join Us?
- Work in a high-energy, collaborative startup environment with a focus on technology, digital tools, and advisor enablement.
Compensation
- Competitive compensation package with PTO, health benefits, and career growth opportunities.
Benefits
- This partnership supports a long-term vision to deliver innovative, customized financial solutions across alternative credit and insurance, creating scalable growth and meaningful client impact.
- Ceres is focused on redefining retirement security by combining modern fintech capabilities, top-tier talent, and strong vendor partnerships to deliver exceptional annuity solutions and digital experiences.
- Serve as the primary point of contact between Ceres Life Insurance Company and Arena Investors for all investment operations-related matters
Company info
- This individual will ensure seamless coordination, transparency, and operational efficiency across investment activities, with a focus on data integrity, reporting accuracy, and alignment with insurance company requirements.
- Ceres USA Holdings, LLC, part of the insurance platform within The Westaim Corporation strategy, is the parent company of Ceres Life Insurance-a fast-growing, technology-driven annuity carrier startup.
This listing is sourced directly from 3clife's careers page and normalized into a canonical job model.