Insurance Solutions Group Middle Office Director, Investment Operations
Core
Lead and manage the Middle Office Operations team for Apollo's Insurance Solutions Group, overseeing trade support, collateral management, portfolio rebalancing, and investment funding across multiple asset classes.
Role type
Senior IC Middle Office Director (Investment Operations)
Builds
Trade settlements, collateral management, and investment funding workflows for Apollo's yield, hybrid, and equity strategies.
Domain
Asset Management / Investment Operations
Required skills
Middle Office operations management, trade processing and settlement, portfolio rebalancing, investment funding, SOC-1/SOX compliance, stakeholder management, process improvement, team leadership, regulatory knowledge (NAIC/SEC), financial data integrity
Preferred skills
CPA or CFA designation, experience with AI tools for automation, experience in structured products and mortgage investments
Technologies
Bloomberg, Excel, VBA, SQL, CTM, DTCC Alert, SWIFT
Responsibilities
Lead, mentor, and develop a team of Middle Office Operations professionals in the ELS office, fostering a high-performance and collaborative culture. Provide day-to-day oversight, set clear priorities, and ensure accountability across the team's deliverables and timelines. Serve as the primary escalation point for the team on complex operational issues, trade disputes, and client inquiries. Oversee trade processing and settlement across multiple asset classes, including fixed income, equities, alternatives, repurchase agreements, bank loans, CLOs, and primary market deals. Monitor and resolve trade issues and inquiries from clients, front office, brokers, and custodians to ensure timely and accurate settlement. Execute and review investment funding and wire processing transactions, ensuring compliance with ISG's internal policies and regulatory requirements. Review daily holding reconciliations between investment accounting subledgers and custodian records, coordinating with the Investment Accounting team to resolve discrepancies. Enforce ISG's SOC-1 and SOX control procedures, maintaining compliance with regulatory and operational standards. Support ISG's SOC-1 and SOX audit requests, ensuring comprehensive documentation and evidence is available. Maintain and enhance the team's runbook of daily and monthly activities, ensuring clear task assignment, deliverable ownership, and control execution. Drive continuous improvements in workflows, automation, and operational efficiencies in partnership with senior management and technology teams. Lead large-scale cross-functional projects and serve as a key stakeholder in operational improvement efforts.
Seniority
Director, hands-on IC with people management
