Investment Operations Associate

About Kuvare

Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.
Kuvare family of companies:
Retail Annuity and Life Insurance Solutions:
- United Life Insurance Company
- Guaranty Income Life Insurance Company
- Lincoln Benefit Life
Institutional Insurance:
- Kuvare Life Re
Bespoke Insurance Solutions:
- Ignite Partners

About the role

The Operations Associate in the Strategic Investments Department supports the operational and administrative functions related to the company’s investment portfolio, with a focus on alternative assets, private placements, structured products, and other complex investment vehicles. This role ensures the accuracy, timeliness, and integrity of investment data and transactions, working closely with portfolio managers, custodians, accounting, compliance, and external partners. In a life insurance context, this position plays a key role in supporting the management of long-term investment strategies that align with the company’s liability profile and regulatory requirements. The Operations Associate helps maintain robust investment operations infrastructure, supports reporting and reconciliation processes, and contributes to the continuous improvement of investment workflows and systems.

What you'll do

Ability to self-manage in a high volume, fast-paced environment with strict deadlines.

Responsible for the research and resolution of any complex investment data and reporting related issues.

Aware of Bermuda Monetary Authority (BMA) reporting requirements that could impact the level of investment data provided to the Bermuda based operating companies.

Communicate daily with internal departments and third-party venders to expedite timely resolution of data, reporting, and system related issues.

Contribute to the creation and maintenance of written procedures.

Maintain day-to-day relationships with the Bermuda based operating companies.

Recordkeeping/maintenance of client’s trade and holdings records/files.

Perform daily, monthly, and quarterly audits as required.

Participate in technology development efforts as needed.

Provide mentorship and training to Operations Analysts.

Collaborate with accounting and finance teams to ensure accurate valuation and reporting of investment holdings.

Prepare and validate reports for internal stakeholders, auditors, and regulatory filings.

Qualifications

Describe the experience and attributes of the ideal candidate

Bachelor’s degree in Accounting, Economics, Finance, or related fields

  4-8 years industry experience preferred.

BlackRock experience is required.

Displays high attention to detail, accuracy, thoroughness, and thoughtfulness.

Commitment to meeting identified quality and efficiency standards.

Commit to satisfying internal and external customers.

Skills/Competencies

Strong organizational skills with elevated level of attention to detail

Demonstrated persistency and ability to deliver results under pressure

Excellent interpersonal, verbal communication and proofreading skills

Proficient in Microsoft Office, etc.

Must be a flexible self-starter who can prioritize tasks, follow through and meet deadlines

Ability to work independently with minimal supervision