Key Responsibilities

• Conduct technical research and provide clear guidance on accounting treatments for a broad spectrum of investments, including traditional securities, private equity, alternative assets, mortgage loans, derivatives, and newly developed products or structures

• Advise management on the accounting impact of proposed investments and emerging regulatory or standard-setting developments

• Support implementation of new accounting standards and policy changes in coordination with internal accounting policy resources

• Partner with cross-functional teams-including financial reporting, investment professionals, tax, and actuarial-to communicate accounting implications and support strategic decision-making

• Evaluate the effect of regulatory and accounting changes on existing processes and ensure related policies and procedures remain effective

• Perform VIE and consolidation assessments for limited partnership and other investment interests

• Prepare and review technical accounting memoranda and supporting documentation

• Participate in special projects and initiatives within the Investment Accounting and Reporting function

Qualifications

• Bachelor’s degree in Accounting or Finance

• Minimum of 5+ years of relevant experience in public accounting, financial services, or a related environment

• Broad exposure to multiple investment asset classes

• Experience in technical accounting policy, advisory, or consulting within a large accounting firm or financial institution preferred

• Strong knowledge of US GAAP and familiarity with NAIC statutory accounting requirements; IFRS exposure a plus

• CPA designation or progress toward CPA preferred

• Experience with VIE and consolidation analysis beneficial

• Proven ability to manage projects related to new accounting guidance or process enhancements

• Excellent written and verbal communication skills with the ability to present complex topics clearly to diverse audiences

• Experience preparing or reviewing financial statements and disclosures

• Solid understanding of internal controls over financial reporting

• Highly organized with the ability to prioritize multiple assignments independently

• Demonstrated critical thinking, problem-solving, and sound judgment

• Flexible and adaptable, with the ability to meet deadlines during peak reporting periods