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Provide quantitative analytics and reporting for private credit portfolios (Direct Lending, Asset-Based Finance, Structured Credit). Build and automate models, dashboards, and data workflows; validate and reconcile investment data; support underwriting, portfolio monitoring, risk oversight, and senior reporting; collaborate with investment, risk, finance, operations, and technology teams.

Process after-issue life insurance and annuity policy changes, review requests for completeness, order underwriting requirements, calculate premium/commission impacts, update systems, maintain records, support audits, and collaborate with producers, policy owners, and internal teams to resolve servicing requests.

Lead and evolve the enterprise project management practice to translate strategy into outcomes. Design value-based delivery systems, optimize portfolio sequencing and flow, reduce decision latency, establish governance and decision frameworks, and align stakeholders across strategy, business, and technology to scale high-performing PM capabilities in the Life and Annuity industry.

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Lead and develop a multi-site Life New Business operations team, drive cross-functional collaboration with underwriting, quality, and training, coach leaders, resolve escalations, and implement goals to improve customer and agent experience while promoting continuous learning and operational excellence.

Owner of the enterprise ALM model: build, maintain, and enhance asset, liability, and scenario modeling. Produce and explain ALM results (duration, convexity, cash flow matching), support asset adequacy, ORSA, capital and statutory reporting, partner with Investments, Risk, and Finance, and improve model governance, validation, and documentation.

Provide senior administrative support to the Operations leadership team: manage communications, travel and expense reporting, event planning, onboarding/offboarding, presentations, research, records, and special projects. Serve as liaison across business areas and contribute to team initiatives while applying discretion, prioritization, and project coordination.

The Director, Investment Accounting oversees the investment accounting function, ensuring accurate financial reporting and compliance, while managing a high-performing team and developing process improvements.

Provide administrative support to the CIO and the leadership team, manage special projects, arrange travel, oversee event planning, and handle sensitive communications.

Lead structuring and lifecycle management of feeder funds, CLOs, warehouses and ABS financing. Design capital structures, build cashflow models, engage rating agencies, manage compliance/testing, negotiate documentation, coordinate closings, and advise on financing strategy while partnering with investment teams and presenting to committees.