Investment Accountant

Investment Controllership

Full-Time

Boston, MA or Springfield, MA

The Team

This newly created team is responsible for the ensuring the integrity of the accounting information received from the Investment Operations securities system. This team will be highly focused on the control environment supporting this purpose. To this end, the team will work closely with its critical partner, Investment Operations and Securities Controllership. The team will look to leverage technology and resource opportunities to ensure efficient and effective approach to maintaining these processes.

About the Corporate Controller Organization:

• Thrives in an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.
• Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.
• Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.
• Partner with teams, including but not limited to Securities Controllership, Investment Operations, Treasury, and ERM.
• Actively participate in the implementation of the Company's new ledger and other key projects.
• Participates in creating or reviewing, analyzing, and presenting monthly financial analysis reports to senior management.
• Conduct thorough research, analysis, and retrieval of data to ensure accurate and timely preparation, review and maintenance of complex account reconciliations.
• Identify and reconcile differences within established investment and accounting systems using critical analysis skills.
• Analyze and interpret financial information to ensure accuracy and compliance with company policy and regulations.
• Prepare and maintain complex account records with meticulous attention to detail.
• Collaborate with internal teams to resolve items and address investment-related issues.
• Initiates and/or leads increasingly complex continuous improvement activities.
• Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team.
• Makes recommendations to continuously improve the overall control environment.

• Bachelor's degree in Accounting, Finance or related major
• 6+ years of related work experience with a track record of increasing responsibility
• 6+ years combined experience with U.S. GAAP and/or STAT

• CPA or CFA preferred
• Master's degree preferred
• Knowledge and experience of investments
• Strong analytical skills: ability to analyze financial data sets and tell the story of the data
• Proven ability to complete high quality work efficiently and increase autonomy over time
• Able to build and maintain strong working relationships across cross-functional groups
• Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, and staff, etc.
• Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.
• Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables
• Intellectual curiosity to continue learning and adding breadth and depth to understanding

• Regular meetings with the Investment Controllership team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits