Investment Operations Lead

The Lead Company Inc

New York, United States
Not specified; not specified; competitive compensa...
Investment operations within insurance framework
Statutory and gaap reporting accuracy
Data reconciliation and discrepancy resolution
This role serves as the primary liaison between Ceres Life Insurance Company and Arena Investors to ensure seamless coordination of investment activities

Job Summary

  • This role serves as the primary liaison between Ceres Life Insurance Company and Arena Investors to ensure seamless coordination of investment activities.
  • The successful candidate will support statutory, GAAP, and management reporting by ensuring investment information is complete, accurate, and delivered on time.
  • Join an innovative startup environment focused on technology-driven annuity solutions with a competitive compensation package and career growth opportunities.

Matching Summary

This role serves as the primary liaison between Ceres Life Insurance Company and Arena Investors to ensure seamless coordination of investment activities.

Salary

Not specified; Not specified; Competitive compensation package with PTO, health benefits, and career growth opportunities

Skills & Requirements

Must-have

  • Investment operations within insurance framework
  • Statutory and GAAP reporting accuracy
  • Data reconciliation and discrepancy resolution

Nice-to-have

  • Strong understanding of alternative investments
  • Experience with private credit and structured assets
  • Proactive problem-solving in dynamic environments

Key Requirements

  • Bachelor's degree in Finance, Accounting, or Economics
  • Experience in investment operations within insurance or asset management
  • CFA designation preferred; CPA designation a plus

Work Rights

Not specified

Tailored Resume

Cover Letter