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Director, Investment Accounting & Statutory Reporting-Global Top-Tier Firm-Excellent Internal C[...]

$255k - $285k

Recruiting Resources, Inc.

A top-tier highly respected investment management firm is seeking a motivated Director of Investment Accounting & Reporting to lead and oversee key reporting, regulatory compliance, and technical accounting efforts related to the company’s investment portfolio. This is a high-impact leadership role with visibility across the organization and an opportunity to work with a collaborative team and contribute to industry conversations at the regulatory level with abundant internal career growth opportunities!!

  • Hybrid 3 days/week in office*
  • $255-$285K Total (Base + Full Annual Bonus) + Additional Equity*
Responsibilities: Lead accurate and timely preparation of all investment-related financial filings, including NAIC schedules, footnotes, and disclosures. Interpret and implement accounting policies in accordance with statutory guidance and updates. Manage regulatory filings; ensure compliance with the Purposes & Procedures Manual. Stay current with changes in regulatory guidance (NAIC, ACLI, NASVA, RBC, etc.) and communicate implications across internal teams. Collaborate with stakeholders across Accounting Policy, Legal, Compliance, Operations, Client Relations, and Portfolio Management. Serve as a subject matter expert for Statutory Bond Principals and regulatory treatment of complex assets. Assist with global statutory reporting requirements and ensure proper application of practices. Provide leadership, coaching, and development to a team of onshore and offshore investment accounting professionals. Qualifications: Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA strongly preferred). Minimum of 7–10 years of investment accounting experience Expertise in statutory accounting principles (SAP) and NAIC reporting requirements. Prior experience engaging with NAIC, SVO, ACLI, or similar regulatory bodies. Familiarity with investment accounting systems (e.g., ePAM), Microsoft Excel, and enterprise financial platforms. Strong technical research and documentation skills. Proven leadership ability, including managing teams and working cross-functionally. #J-18808-Ljbffr Recruiting Resources, Inc.

Vacancy posted 2 days ago
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