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

Duties and responsibilities include, but are not limited to

• Ability to self-manage in a high volume, fast-paced environment with strict deadlines.
• Actively monitor trading system to ensure trades are promptly and accurately sent through downstream post-trade functions such as broker allocations, trade affirmations and posting trades to the portfolio accounting system.
• Proactively analyze trade allocation and affirmation discrepancies as needed and resolve accordingly
• Liaise with internal “clients” (portfolio managers, traders, and portfolio administrators) to provide trading support for all, including trade corrections and new account post-trade setup.
• Liaise with external “clients” (brokers and custodians) to ensure accuracy of their records for on-time trade settlement, including providing manual allocations to brokers as needed to keep failed trades to a minimum. Any delivery rejections (DKs) and/or fails must be resolved immediately.
• Construct custom trade reporting packages and review for accuracy prior to dissemination
• Tackle ad-hoc projects assigned from the CIO, Head of Investment Operations, and/or Portfolio Manager

Upon request, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

• Bachelor’s degree in Accounting, Economics, Finance, or related fields
• 5-10 years industry experience preferred
• Competent in Microsoft Office programs, strong Excel skills necessary
• Previous supervisory experience a plus
• Bloomberg experience required
• Working knowledge of financial markets and investment vehicles including short term money markets
• Working knowledge of the settlements process and the lifecycle of a trade is a plus

Skills/Competencies

• Displays excellent organization, time management and planning skills; Ability to manage multiple tasks effectively
• Displays high attention to detail, accuracy, thoroughness, and thoughtfulness.
• Ability to balance big picture with details
• Commitment to meeting identified quality and efficiency standards.
• Commits to satisfying internal and external customers
• Strong interpersonal, verbal, and written communications skills
• Strong analytical and problem-solving skills
• Analytical mindset and ability to work effectively and lead cross-functional teams
• Comfortable working in a small company environment
• Ability to collaborate with key partners and business leaders.
• Demonstrated ability to deliver results under pressure in a tight timeframe.

Physical Demands

• Normal office working environment
• Occasional evening and weekend hours to meet deadlines
• Travel may be required
• Ability to sit for extended periods of time
• Ability to type / perform data entry
• Ability to read from a computer screen and paper reports
• Express ideas and otherwise communicate with the spoken word