Investment Accountant
Senior Investment Accountant
Location: Remote (Mountain Time Zone Preferred)
A well-established and financially strong insurance organization is seeking a Senior Investment Accountant to join its corporate finance team. This position offers the opportunity to support a large and diverse investment portfolio while partnering closely with investment leadership, external asset managers, custodians, and executive stakeholders.
This is an excellent opportunity for an accounting professional looking to specialize in investment accounting while gaining broad exposure to portfolio reporting, statutory accounting, and strategic finance initiatives.
Key Responsibilities
- Perform accounting and reporting for a multi-asset investment portfolio, including fixed income, equities, and alternative investments
- Prepare and review journal entries, account reconciliations, and investment accounting workpapers
- Support statutory and regulatory reporting requirements
- Analyze investment activity, impairments, and valuation-related matters
- Assist in the preparation of materials for senior management, board committees, and investment leadership
- Partner with external investment advisors, custodians, auditors, and internal stakeholders
- Support month-end, quarter-end, and year-end close processes
- Identify opportunities to improve processes, strengthen controls, and enhance reporting efficiency
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 3+ years of accounting experience, preferably within insurance, financial services, or investment accounting
- Knowledge of statutory accounting and regulatory reporting preferred
- Experience working with investment portfolios and investment-related accounting activities
- Strong analytical, organizational, and communication skills
- CPA designation or progress toward certification is a plus
Why Consider This Opportunity?
- Exposure to a sizable and sophisticated investment portfolio
- High visibility within a collaborative finance organization
- Opportunity to work directly with investment professionals and executive leadership
- Ability to take ownership of processes and drive meaningful improvements
- Strong organizational stability, culture, and long-term career growth potential
This role is ideal for someone with insurance or statutory accounting experience who wants to deepen their expertise in investment accounting and become a subject matter expert supporting a complex investment portfolio.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.Â
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.