Manager,Investment Operations Hybrid Norwalk, CT About the Company: Wilton Re is an industryleader in the life (re)insurance space, specializing in the acquisition of inforce life insurance and ...
Manager,Investment Operations Hybrid Norwalk, CT About the Company: Wilton Re is an industryleader in the life (re)insurance space, specializing in the acquisition of inforce life insurance and ...
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The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio ...
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Investment Operations Associate
Manhattan, NY ยท On-site
The Investment Services Associate is a key member of the Portfolio Management and Investments Operations teams supporting areas including trade processes, data management, client reporting, portfolio ...
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MicroVentures is a leading equity crowdfunding platform seeking an Investment Operations Associate to join the Fund Management team in Austin, TX.**About MicroVentures**MicroVentures operates one of ...
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Austin, TX ยท On-site
MicroVentures is a leading equity crowdfunding platform seeking an Investment Operations Associate to join the Fund Management team in Austin, TX.**About MicroVentures**MicroVentures operates one of ...
Investment Operations Associate
$60K - $85K/yr
Description The Investment Operations Associate supports the firm's investment platform ... Manage SMArtX account onboarding, including G-number creation, Schwab FA master creation, target ...
New
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Investment Operations Associate
$60K - $85K/yr
Description The Investment Operations Associate supports the firm's investment platform ... Manage SMArtX account onboarding, including G-number creation, Schwab FA master creation, target ...
New
Field Operation Manager
Tinton Falls, NJ ยท On-site
$60K - $70K/yr
The Field Operations Manager will have oversea personal working relationships with Franchisees ... Retro Fitness provides investors with hands-on support including real estate selection, training ...
Field Operation Manager
Tinton Falls, NJ ยท On-site
$60K - $70K/yr
The Field Operations Manager will have oversea personal working relationships with Franchisees ... Retro Fitness provides investors with hands-on support including real estate selection, training ...
Field Operation Manager
Philadelphia, PA ยท On-site
$65K - $75K/yr
The Field Operations Manager will have oversea personal working relationships with Franchisees ... Retro Fitness provides investors with hands-on support including real estate selection, training ...
Field Operation Manager
Philadelphia, PA ยท On-site
$65K - $75K/yr
The Field Operations Manager will have oversea personal working relationships with Franchisees ... Retro Fitness provides investors with hands-on support including real estate selection, training ...
JOB SUMMARY We are actively searching for an Integrated Marketing&Operations Manager to serve as ... a culture that invests in the growth and success of its people. Join a team where your ...
JOB SUMMARY We are actively searching for an Integrated Marketing&Operations Manager to serve as ... a culture that invests in the growth and success of its people. Join a team where your ...
Investment Operations Associate
Richmond, VA ยท On-site
Investment & Insurance Operations ... Manage investment and insurance new business from submission through completion * Prepare and ...
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Investment Operations Associate
Richmond, VA ยท On-site
Investment & Insurance Operations ... Manage investment and insurance new business from submission through completion * Prepare and ...
Investment Operations Associate Position Summary: The Investment Operations Associate plays an ... Collaborate with Manager to prepare fund regulatory filings and related projects. * Working with a ...
Investment Operations Associate Position Summary: The Investment Operations Associate plays an ... Collaborate with Manager to prepare fund regulatory filings and related projects. * Working with a ...
Investment Operations Associate
Pittsburgh, PA ยท Hybrid
$90K - $110K/yr
On-Site (1 Day per Week Remote option) - Pittsburgh, PA The Operations Associate supports the management of a multi-billion-dollar institutional investment portfolio, providing critical operational ...
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Investment Operations Associate
Pittsburgh, PA ยท Hybrid
$90K - $110K/yr
On-Site (1 Day per Week Remote option) - Pittsburgh, PA The Operations Associate supports the management of a multi-billion-dollar institutional investment portfolio, providing critical operational ...
Marketing Operation Manager
Columbus, OH ยท On-site
JOB SUMMARY We are actively searching for an Integrated Marketing&Operations Manager to serve as ... a culture that invests in the growth and success of its people. Join a team where your ...
Marketing Operation Manager
Columbus, OH ยท On-site
JOB SUMMARY We are actively searching for an Integrated Marketing&Operations Manager to serve as ... a culture that invests in the growth and success of its people. Join a team where your ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
The Investment Operations Manager serves as a key liaison among the investment office, finance and accounting team, external investment managers, custodians, administrators, consultants, auditors ...
The Investment Operations Manager serves as a key liaison among the investment office, finance and accounting team, external investment managers, custodians, administrators, consultants, auditors ...
Investment Operations Associate
Arlington, VA ยท On-site
Cash Flow Management: Review, process, and monitor client and fund cash flows, including ... investment operations technology is a plus. * Risk & Control Awareness: Follow established ...
Investment Operations Associate
Arlington, VA ยท On-site
Cash Flow Management: Review, process, and monitor client and fund cash flows, including ... investment operations technology is a plus. * Risk & Control Awareness: Follow established ...
Investment Operations Director, FIWA Investment Services
Boston, MA ยท On-site
$103K/yr
This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale. As ...
Investment Operations Director, FIWA Investment Services
Boston, MA ยท On-site
$103K/yr
This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale. As ...
Investment Operations Director, FIWA Investment Services
Boston, MA ยท On-site
$103K/yr
This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale. As ...
Investment Operations Director, FIWA Investment Services
Boston, MA ยท On-site
$103K/yr
This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale. As ...
Cash Flow Management: Review, process, and monitor client and fund cash flows, including ... investment operations technology is a plus. * Risk & Control Awareness: Follow established ...
Cash Flow Management: Review, process, and monitor client and fund cash flows, including ... investment operations technology is a plus. * Risk & Control Awareness: Follow established ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Investment Operation Manager information
See salary details
$31K - $39K
20% of jobs
$40.9K is the 25th percentile. Wages below this are outliers.
$39K - $46.9K
20% of jobs
The median wage is $52.7K / yr.
$46.9K - $54.9K
14% of jobs
$54.9K - $62.8K
9% of jobs
$62.8K - $70.8K
11% of jobs
$72.4K is the 75th percentile. Wages above this are outliers.
$70.8K - $78.7K
6% of jobs
$78.7K - $86.7K
6% of jobs
$86.7K - $94.6K
4% of jobs
$94.6K - $102.6K
3% of jobs
$102.6K - $110.5K
2% of jobs
$110.5K - $118.5K
4% of jobs
$31K
$63.5K
$118.5K
How much do investment operation manager jobs pay per year?
What is the difference between Investment Operation Manager vs Investment Analyst?
| Aspect | Investment Operation Manager | Investment Analyst |
|---|---|---|
| Primary Focus | Oversees operational processes, compliance, and efficiency in investment firms | Analyzes market data, evaluates investment opportunities, and provides recommendations |
| Required Skills | Operational management, compliance knowledge, attention to detail | Financial analysis, research skills, market understanding |
| Certifications | CFA, CPA, or similar certifications often preferred | CFA, CPA, or similar certifications often preferred |
| Work Environment | Financial institutions, asset management firms, hedge funds | Investment firms, asset management companies, banks |
While both roles are integral to investment firms, the Investment Operation Manager primarily handles operational processes and compliance, ensuring smooth daily functions. In contrast, the Investment Analyst focuses on market research and investment evaluation. Both roles often require similar certifications and work within the same industry environments, but their core responsibilities differ significantly.
How much does an investment operation manager make?
Is an investment operation manager a high paying job?
Is investment operation manager a good career?
What states have the most Investment Operation Manager jobs?
States with the most job openings for Investment Operation Manager jobs include:
What are popular job titles related to Investment Operation Manager jobs?
For Investment Operation Manager jobs, the most frequently searched job titles are:
Manager, Investment Operations
Norwalk, CT โข Hybrid
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 2 days ago
Job description
Hybrid
Norwalk, CT
About the Company:
Wilton Re is an industryleader in the life (re)insurance space, specializing in the acquisition of inforce life insurance and annuities. We are experienced industry specialistsfocused on the risk, capital and operational needs of our clients' businesses. Weprovide our clients with the services they need from in force transactions andproduct development to underwriting and new business strategies.
Wilton Re has the resourcesand expertise to pursue and successfully manage the largest life and annuitytransactions in the market.
Position Summary:
The Manager, InvestmentOperations role at Wilton Re plays a critical role in supporting investment,portfolio management, treasury, and accounting activities. This individual willact as a key liaison between investment teams, operations, fund administrators,investment accounting, custodians, and external counterparties. The rolerequires strong analytical skills, operational rigor, and the ability tooperate effectively in a fast-paced, transaction-driven environment.
Role Responsibilities:
BusinessGrowth & Onboarding:
Lead onboarding new reinsurance deals and ensure seamless integration into the investment operational infrastructure; drive standardization and process improvements.
Manage onboarding of new assets and asset managers including uploading and configuring new assets in the system; reconciling opening positions and valuations to the prior insurance company's books of record, statutory filings, and custodian statements; and validating all key data elements-including but not limited to NAIC ratings and classifications, yields, coupons, maturities, durations, convexity, and other security attributes.
Conduct and coordinate operational due diligence on new managers, vehicles, and setups.
Develop deep relationships with external managers, custodians, and administrators; serve as a primary contact to proactively resolve operational issues.
Partner with deal teams and finance on integration planning for acquired companies and run-off blocks.
InvestmentLifecycle, Trade Support & Settlement:
Oversee end-to-end post-trade operations.
Analyze and affirm trade details; resolve issues related to trade activity, wire transfers, income collection, cash balances, corporate actions, and movement of securities with custodians and administrators.
Coordinate capital calls and distributions with fund administrators and cash management.
Own settlement workflows across custody and Clearwater Analytics; manage portfolio transfers on custody and Clearwater; ensure consistent security classification on Clearwater.
Support and help manage FHLB program activities (e.g. Track and maintain collateral movements and overall accounting for FHLB program); maintain accounts on Clearwater.
Coordinate hedging program operations with counterparties and Clearwater (settlements, valuation, margin/collateral transfers).
Identify process gaps and implement scalable solutions to support growth and reduce exceptions.
Data,Controls & Reporting:
Review, maintain, and enhance standard operating procedures across multiple functions.
Oversee control processes and drive operational excellence; proactively identify issues and implement improvements.
Lead the development of automated reports and dashboards for portfolio management and stakeholder reporting.
Manage issues with pricing, pricing sources, and pricing hierarchy; partner with investment accounting to ensure accurate valuation and classification.
Collaborate with internal audit on SOX compliance and internal controls testing; coordinate responses to external auditors; assist in evaluating SOC 1 reports for third-party administrators (managers, custodians, loan servicers, recordkeepers, etc.).
Cross-FunctionalCollaboration:
Bridge investment, legal, treasury, accounting, and external administrators to ensure smooth execution and reporting.
Address ad hoc requests related to investment data and activities.
Basic Qualifications:
Minimum 6 years of investment operations, middle office, fund accounting, and/or asset management operations experience, including settlement and treasury operations.
Experience using Clearwater Analytics for investment accounting, reporting, and portfolio data management required.
Strong working knowledge of fixed income investments and derivatives.
Practical knowledge of financial markets/instruments, investment terminology, and domestic/foreign settlement practices.
Excellent communication and organizational skills; ability to manage multiple priorities under tight deadlines and work collaboratively.
Strong analytical and critical thinking skills; sound judgment and a continuous improvement mindset.
Required Education /Certifications:
Bachelor'sdegree in Finance, Accounting, Economics, Business, or related field
Pay/Location
Norwalk, CTย
Hybrid Structure
Minimal to no travel required
Basesalary/hourly rate range for this position in Connecticut is between 130,000and 150,000 Please note that specific compensation decisions are based upon avariety of job-related factors as permitted by law, including geographiclocation, credentials, skills, education, training, and experience.
Base salary is just one component of Wilton Re's total compensationpackage for employees. Additional compensation includes annualperformance-based bonus, 401K with employer contribution, and profit-sharingprogram. Employee may also be eligible for long-term incentives. All incentivesand benefits are subject to the applicable plan terms.
What We Offer:
Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days
401(k) plan with employer contribution - US Employees Only
Profit Sharing Program
Competitive parental leave
Health, vision, dental, and life insurance, including access to health and wellness programs
Actuarial Development Program (ADP) for Actuarial employees taking exams
Employee Assistance Program (EAP)
Current hybrid working environment
Employee Engagement Events and various committees on site to join
Wilton Restrives to attract, develop, and retain a diverse workforce. We are committedto providing an inclusive and accessible work environment where all associatesfeel valued, respected, and supported. Our commitment to inclusivity isreflected in the safeguards, policies, and commitments we have in place toremove barriers and provide equal opportunities to prospective and currentassociates, without discrimination. A Human Resources representative isavailable to consult with applicants who require accommodation in theapplication or recruitment process. Any information shared by the applicantabout an accommodation will be treated as confidential.
To All RecruitmentAgencies: Please do not send any resumes or solicitations regarding open positions toWilton Re employees unless you have been requested to work on this position orother positions with Wilton Re; please reach out to your main point of contact.Wilton Re is not responsible for any fees related to unsolicited resumes.
About Wilton Re
Sourced by ZipRecruiter
Industry
Insurance services
Company size
51 - 200 Employees
Headquarters location
Norwalk, CT, US
Year founded
1900