Investment Operations Manager at LegalAndGeneral

City of Hamilton, , Bermuda -

Full Time

Start Date

Immediate

Expiry Date

05 May, 26

Salary

0.0

Posted On

04 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Operations, Investment Accounting, Asset Management, Custodial Services, Accounting Treatment, Liquidity Management, KYC, Process Improvement, Stakeholder Management, Communication, Excel, Power BI, Data Integrity, Trade Execution, Settlement Processes, Relationship Management

Industry

Financial Services

Description

Company Description Legal & General Resources Bermuda Ltd. is a Bermuda-based specialist life reinsurer providing life reinsurance solutions to clients in the UK, Europe, the US, and Canada. Job Description The Investment Operations Manager acts as a key link between the Investments and Finance teams, overseeing the entire lifecycle of trade execution and settlement, to ensure transactions are completed and reported on with accuracy and efficiency. The successful candidate will have strong organizational skills, a proactive approach to streamlining operations consistent attention to detail and will be skilled at building strong working relationships both within the organisation and with outside counterparties. Responsibilities include delivering high-quality investment reporting, managing relationships and ensuring smooth execution and control of investment activities, and cash management. What you'll be doing: Leading day-to-day custodian oversight; maintain records, monitor issues, and drive timely resolution. Coordinating and executing funding instructions for new investments; monitor settlements for accuracy and timeliness. Owning asset data integrity with our custodian and Clearwater Analytics to deliver accurate, controlled investment reporting. Bridge Investments and Finance to ensure appropriate accounting treatment and balance sheet classification. Managing liquidity to meet operating expenses and investment capital calls. Supporting onboarding investment managers (KYC, account openings) and maintain up to date account information. Streamlining and automating investment and accounting processes, document controls and improvements. Communicating clearly in writing and verbally; prepare management information to support decisions. Building collaborative relationships across the business and with external partners. Qualifications Who we're looking for: 5+ years in investment operations, investment accounting, asset management, or custodial services; insurance/reinsurance exposure is required. Professional accounting designation preferred. Demonstrated experience with Clearwater Analytics. Strong understanding of public and private instruments, payments, and settlement processes. Proficiency in Excel and Power BI; comfortable working with large datasets and reporting systems. Track record of resolving complex investment data/reconciliation issues with custodians, managers, and internal stakeholders. Experience documenting, enhancing, and standardise processes and controls; strong stakeholder management and communication skills. Additional Information At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) L&G Business Unit: Legal & General Retirements Institutional L&G sub Business Unit: LGRI NON-BAU Primary Location: Bermuda, Hamilton Job Family: Investments

Responsibilities

The Investment Operations Manager oversees the entire lifecycle of trade execution and settlement, ensuring transactions are completed accurately and efficiently. Responsibilities include managing relationships, delivering high-quality investment reporting, and streamlining investment processes.