Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Senior Investment Analyst, you will be responsible for overseeing and reviewing U.S. Statutory (NAIC – National Association of Insurance Commissioners) and U.S. GAAP, regulatory, tax and/or Board financial reporting for separate accounts of the Insurance Company, subsidiaries and affiliates.  This role requites a thorough understanding of accounting pronouncements and appropriate application to the investment portfolio.What you will do:Responsible for the preparation and review of the quarterly/annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveysCoordinate investment presentation in the financial statements on a quarterly basisResearch and propose new disclosures and modifications to reports in response to new pronouncements, guidelines and investment typesInterpret new pronouncements and guidelines issued by authoritative associations in relation to U.S. Statutory, U.S. GAAP, or various regulationsRecommend appropriate changes to accounting systems and presentation of informationResearch and determine document process improvements and system enhancements to increase overall effectiveness and efficiency to support internal and external reporting initiativesResponsible for coordinating audits for Investments and explaining Company’s positionResponsible for monitoring the reporting database and adjusting where necessaryRespond to ad-hoc reporting requests requiring interpretation of requests, professional formatting and explanation of resultsReconcile and research ledger balances for accuracy between multiple systemsWhat you will bring:4-6 years of financial reporting experience requiredPublic accounting or investment-related financial reporting experienceStrong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principlesBachelor’s degree in accountingAdvanced MS Office Skills (Excel, Access and PowerPoint)Understanding of various reporting systems (Blackline, EASY, SAP, PAM, Phoenix, Unit Value Cloud)Ability to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementationWhat will set you apart:Previous experience in investments strongly preferredStrong technical and analytical skills with ability to communicate effectively, both written and verballyAbility to work both independently and collaboratively in a team environmentAttention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing prioritiesSelf-driven with ability to deal with ambiguity, a willingness to learn and take on additional responsibilitiesProcess improvement mindsetExperience using Alteryx and Wings annual statement software a plus***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$76,300.00 - $107,800.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-22-2024

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