Director, Investment Operations

Title: Director, Investment Operations Company: Everest Global Services, Inc. Job Category: Operations Job Description: About Everest: Everest is a global leader in risk management, rooted in a rich, 50 year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world. About the Role: Everest Group is seeking to add a Director, Investment Operations to the Investments Team in our Warren, NJ Headquarters. This is a hybrid position working 3 days in office, 2 remote. As the Director of Investment Operations, you will support both your team’s internally managed portfolios and take on responsibilities for externally managed portfolios and investments. You will play an integral role in enhancing the group’s operational infrastructure and will be a key point of contact for various external parties, including custodians, dealers, external investment managers, and other vendors. Responsibilities: Trade Management Manage day-to-day relationships with Everest’s investment custody banks Lead reconciliation of Investment Book of Record (IBOR) to custodians Support trade confirmation, settlement, allocation, and reconciliation processes Support asset transfers Administer Society for Worldwide Interbank Financial Telecommunication (SWIFT) and bank identifier code (BIC) Track and manage capital calls and distributions for private investments Actively manage any issues that arise relating to the trade process Administer Bloomberg, including setting up new accounts and new users Controls Design, document, and update control processes as necessary Serve as a point person for Internal Audit and External Audit interactions and requests Data Management Maintain oversight of investment data and systems vendors Assist with security master file (SMF) creation and updates as necessary for new manager relationships and new investments on an ongoing basis Support data integrity processes on an ongoing basis Record Keeping Keep record of all final deal documentation, including updates to the following types of documents: Investment Management Agreements (IMAs) Form ADVs Sarbanes-Oxley Compliance (SOC) documentation Support the documentation of the Investment Advisory Committee (IAC) Vendor Management Manage vendor invoice process with team members. Check calculations against contracts and ensure invoices are paid in a timely manner. Keep a record of ongoing expenses Support due diligence and procurement process for new vendors Work Experience and Qualifications: 7-15 years of experience in investment operations Experience with private market investments (fixed income, equity, partnerships) Familiarity with Bloomberg and custody bank portals Proficient in Excel and Power BI Bachelor’s degree in Finance or related field Master’s degree in business, finance. or a professional designation (CPA, CFA) a plus Experience using VBA, SQL, and or Python a plus Familiar with Aladdin and Oracle a plus Work experience at an insurance/reinsurance company a plus The base salary range for this position is $150,000 - $175,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). What if I don’t meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn’t align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process. Our Culture At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture. Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging. Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together. All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve. Type: Regular Time Type: Full time Primary Location: Warren, NJ Additional Locations: Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at everestbenefits@everestglobal.com. Everest U.S. Privacy Notice | Everest (everestglobal.com) Beware of recruitment fraud Please be cautious of phishing scams involving fake Everest job postings and individuals posting as Everest representatives making phony job offers. Always verify the identity of the recruiting professionals you work with. What you should know: At Everest, your privacy, security, and safety are of utmost importance to us. Everest will never ask for payment or any financial information as part of the hiring process. All job-related written communications from our internal recruitment team will come from official email addresses that end in our company domain. EVEREST is a leading international reinsurance and insurance group with an extensive distribution network that spans five continents. With roots dating back to 1973, Everest has developed a global footprint and deep client relationships that are largely unmatched by its peers. The Company’s principal business strategies seek to leverage its strengths to optimize returns over the underwriting cycle, thereby creating value for its shareholders and business partners.

Salary : $150,000 - $175,000