Sr. Associate, Investment Operations Data

About the role

Fortitude Reinsurance Company Ltd. (Fortitude Re) is seeking a Senior Associate, Investment Operations Data to join their Data Operations team in Investment Operations. This role plays a key role in supporting the implementation and ongoing operation of the firm’s investment data operating model as part of a major transformation to deploy a new enterprise data management platform.

Responsibilities

• Act as a core contributor to the implementation of the new data management platform, supporting business requirements, testing, and rollout activities.
• Translate business needs into detailed functional requirements across data ingestion, mastering, validation, enrichment, integration, and distribution.
• Support data migration, reconciliation, and UAT efforts, ensuring completeness and accuracy of data across systems.
• Partner with Technology and vendors to troubleshoot issues, validate enhancements, and support Agile delivery cycles.
• Contribute to ensuring the platform supports IBOR production, investment processes, risk analytics, compliance, and reporting needs.
• Execute and oversee daily data operations processes to ensure accurate and timely delivery of investment data.
• Investigate, resolve, and escalate data quality issues across security master, pricing, corporate actions, reference data, positions, transactions, and exposures.
• Perform reconciliations and validation checks across internal systems, custodians, and third-party data providers.
• Support the maintenance of data quality frameworks, dashboards, and controls.
• Document workflows, data definitions, and operating procedures to ensure consistency and transparency.
• Apply and monitor data quality rules, tolerances, and exception management processes.
• Support the implementation of controls across key datasets, including security master, pricing, corporate actions, and transactional data.
• Analyze root causes of data issues and recommend improvements to prevent recurrence.
• Partner with the VP and broader team to enhance data governance and stewardship practices.
• Partner with Front Office, Investment Operations, Risk, Finance, and Compliance teams to understand data requirements and support delivery.
• Work closely with Technology teams to refine data flows, improve system integrations, and enhance automation.
• Engage with external vendors (custodians, pricing providers, asset managers) to resolve data discrepancies and improve data quality.
• Communicate findings, issues, and recommendations clearly to stakeholders.
• Identify opportunities to improve data processes, enhance automation, and reduce manual intervention.
• Support development of reporting, dashboards, and self-service data capabilities.
• Contribute to scaling data processes as the firm expands into new asset classes and geographies.
• Leverage tools and emerging technologies (including AI/ML where applicable) to improve data validation, workflow efficiency, and reporting.

Requirements

• Bachelor's degree in Finance, Information Technology, or a related field preferred.
• 3-6+ years of experience in investment operations, data management, IBOR operations, or asset management environments.
• Operational understanding of: IBOR and ABOR concepts, investments, pricing, corporate actions, and a deep understanding of Security Master data, Transactions, position data, reconciliations, cash, exposures.
• Experience supporting data needs across investment teams, middle office, risk, treasury, or reporting functions.
• Platform and Technology Experience: Experience working with enterprise data platforms (e.g., Palantir Foundry, Clearwater, Aladdin, Markit EDM, Snowflake, Eagle, NeoXam, SimCorp, or similar).
• Understanding of data pipelines, APIs, data models, and data architecture concepts.
• Hands-on experience supporting UAT, data validation, and business requirement documentation.

Core Capabilities

• Strong analytical and problem-solving skills with high attention to detail.
• Able to manage multiple priorities in a fast-paced environment.
• Effective communication and stakeholder engagement skills.
• Proactive, self-starter with a continuous improvement mindset.
• Able to work independently while collaborating closely with cross-functional teams.

Pay

The base salary range for this role is $95,000 USD - $120,000 USD. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.