Director, Investment Operations

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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 teams internally managed portfolios and take on responsibilities for externally managed portfolios and investments. You will play an integral role in enhancing the groups 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 Everests 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

• Bachelors degree in Finance or related field

• Masters 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 $150000 - $175000 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 dont 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 doesnt 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. Clickhereto learn more about our culture.

• Our Valuesare 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 Behaviorsdefine 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.

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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

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