Investment Operations Lead

Company Overview:

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as The Westaim Corporation. This partnership supports a long-term vision to deliver innovative, customized financial solutions across alternative credit and insurance, creating scalable growth and meaningful client impact.

Ceres USA Holdings, LLC, part of the insurance platform within The Westaim Corporation strategy, is the parent company of Ceres Life Insurance—a fast-growing, technology-driven annuity carrier startup. Ceres is focused on redefining retirement security by combining modern fintech capabilities, top-tier talent, and strong vendor partnerships to deliver exceptional annuity solutions and digital experiences.

Ceres is deeply committed to a client-centered culture. Through its Digital Contact Center and advisor-facing platforms, the company delivers proactive, personalized, and technology-enabled support that empowers clients and advisors while maintaining the highest standards of trust, security, and regulatory compliance.

About The Role:

The Investment Operations professional will play a critical role in supporting Ceres Life Insurance Company’s investment platform by serving as the primary liaison between Ceres Life and its affiliated asset management company, Arena Investors. This individual will ensure seamless coordination, transparency, and operational efficiency across investment activities, with a focus on data integrity, reporting accuracy, and alignment with insurance company requirements.

In this role, the individual will coordinate the flow of investment information between Arena Investors and Ceres Life, including portfolio data, valuations, cash flows, and compliance-related materials. They will work closely with internal stakeholders across finance, accounting, risk, actuarial, and compliance functions to support statutory and management reporting, audits, and regulatory filings, while partnering with Arena Investors to resolve operational issues and implement process improvements.

The ideal candidate will have a strong understanding of investment operations within an insurance company framework, including asset-liability considerations, controls, and governance. They will be detail-oriented, collaborative, and comfortable operating at the intersection of asset management and insurance, helping to ensure that investment operations support Ceres Life’s financial strength, regulatory obligations, and strategic objectives.

Key Responsibilities: 

• Serve as the primary point of contact between Ceres Life Insurance Company and Arena Investors for all investment operations–related matters
• Coordinate the timely and accurate exchange of investment data, including holdings, transactions, valuations, and cash flows
• Support statutory, GAAP, and management reporting by ensuring investment information is complete, accurate, and delivered in accordance with reporting timelines
• Partner with accounting, finance, actuarial, risk, and compliance teams to support audits, regulatory filings, and internal governance requirements
• Work with external partners such as Clearwater and JPMorgan Security Services to ensure effective and efficient operations
• Monitor and reconcile investment activity to identify discrepancies, investigate issues, and coordinate resolution with Arena Investors and internal stakeholders
• Ensure investment operations processes align with insurance company controls, policies, and asset-liability management considerations
• Assist in the review and oversight of investment-related service providers, systems, and operational workflows
• Support new investment onboarding, custody account management, including operational readiness, data mapping, and reporting setup
• Develop and maintain documentation for investment operations processes, controls, and reporting procedures
• Identify opportunities to enhance operational efficiency, data quality, and transparency across the investment reporting lifecycle

The Successful Candidate Will:

• Serve as a trusted liaison between Ceres Life and Arena Investors, enabling clear, effective collaboration
• Deliver accurate, timely, and well-controlled investment data and reporting
• Demonstrate a strong understanding of insurance company investment operations and regulatory requirements
• Proactively identify and resolve operational issues, seeing items through to completion
• Balance attention to detail with an understanding of broader balance sheet and investment implications
• Communicate clearly with a wide range of stakeholders, translating complex investment information as needed
• Adapt effectively to a dynamic investment environment and evolving business needs
• Contribute to continuous improvement in investment operations, processes, and controls

Job Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• MBA or Masters degree in Finance a plus
• CFA designation preferred; CPA designation a plus
• Experience in investment operations, investment accounting, or a related role within an insurance company, asset manager, or financial services firm
• Strong understanding of insurance company investment structures, controls, and reporting requirements
• Familiarity with alternative investments and complex asset classes, including private credit and structured investments, preferred
• Knowledge of statutory and GAAP investment accounting concepts and financial reporting processes
• High level of attention to detail with strong analytical and problem-solving skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong interpersonal and communication skills, with the ability to work effectively across organizations and functions
• Proficiency with investment systems, databases, PowerBI, Python, and Microsoft Excel; experience with Clearwater or JPMorgan Markets a plus
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Why Join Us?

• Be part of an innovative insurance company.
• Work in a high-energy, collaborative startup environment with a focus on technology, digital tools, and advisor enablement.
• Competitive compensation package with PTO, health benefits, and career growth opportunities.