2,039 Investment Lead jobs in the United States

Investment Compliance Lead

60290 Chicago, Illinois 1872 Consulting

Posted 3 days ago

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Job Description

Investment Compliance Lead - Chicago
Hybrid- 3 days onsite, 2 days WFH
Position Summary

The Investment Compliance function is responsible for ensuring compliance with regulatory, prospectus, client-directed, and internal investment and operational restrictions for every portfolio. The Manager of Investment Compliance is responsible for the management and execution of the investment compliance monitoring and will work with internal users/stakeholders across all levels of the organization to ensure adherence to policies and procedures designed to mitigate risk of compliance guideline breaches. Success in this role means being responsive, accountable, and exceptional attention to detail. This position reports to the Deputy Chief Compliance Officer.

Duties and Responsibilities
  • Oversight of the investment compliance guideline monitoring and trade surveillance program to ensure portfolios are invested in accordance with investment and client guidelines, internal policies and procedures, and applicable laws and regulations
  • Review and interpret all account governing documents, including but not limited to Investment Management Agreements (IMA), Prospectuses and Statements of Additional Information to identify investment restrictions that require monitoring by compliance and the business and establish systematic compliance rule validations or manual work-around solutions
  • Create, test, and document new compliance rules in Charles River IMS
  • Ensure highest level of quality control through detail-oriented setup of portfolio compliance rules
  • Ensure accuracy and completeness of compliance system with relative benchmark information
  • Determine and implement improvements to automation capabilities
  • Oversee the daily review of post-trade reports/monitors for trade overrides and compliance alerts and take necessary actions to facilitate the correction of any breaches detected
  • Partner with Portfolio Implementation and Trading on compliance-related issues/questions that may come from clients or internal colleagues
  • Lead and develop a high performing investment compliance team that is proactive, execution focused, and disciplined in approach
  • Oversee forensic testing to ensure adherence to trading-related policies (i.e. Trade Allocations, Trade Corrections, Cross Trades) and to identify instances of inappropriate activities (i.e., cherry picking, portfolio pumping, window dressing) or other regulatory prohibitions
  • Provide support and responses to internal audit findings, SOC 1 audits, and regulatory exams as they relate to investment compliance
  • Prepare reporting for internal governance committees as well as fund company boards
  • Analyze why a compliance alert is generated using proficient knowledge of investment guidelines, regulatory requirements, compliance systems, internal policies, data, etc. to provide independent, accurate and timely decisions to investment and trading personnel.
  • Demonstrate a proficient understanding of Charles River IMS in order to support the implementation of new policies, including lending expertise to develop creative solutions where full automation is not possible
  • Oversee the daily review of supervisory exception reports
  • Oversee the completion of periodic client account certifications (monthly, quarterly, and annually)
  • Develop, maintain, and execute a repeatable test plan to be used during upgrades to Charles River IMS
  • Provide input to various project initiatives that involve the investment compliance needs of the firm
  • Monitor and advise of compliance issues, recommended actions, and remediations on a regular basis
  • Participate in Trading Practices Committee meetings and draft meeting minutes
  • Review and update existing investment compliance and trade-related policies and procedures in response to changes in the business or regulations
  • Participate in and/or manage compliance-related initiatives and special projects as assigned
Requirements
  • 10+ years of professional experience in compliance within investment management industry
  • 5+ years experience coding client rules, benchmark comparative rules and regulatory guidelines in Charles River IMS (CRIMS)
  • Knowledge of Securities industry and regulatory requirements related Investment Advisers Act of 1940, Investment Company Act of 1940, and ERISA regulations
  • Experience with other rules and regulations under the Securities Act of 1933, the Securities Exchange Act of 1934, CFTC and Client a plus.
Nice to Have's
  • Knowledge of other related rules and regulations under Securities Act of 1933, Securities Exchange Act of 1934, CFTC and Client
  • Familiarity with Environmental, Social and Governance (ESG) factors and global regulatory requirements
  • Deal effectively with investment personnel, with a strong knowledge of equity, fixed income, and derivative asset classes
  • Technical PC skills - proficiency in MS Office (Word, Excel) and data analysis, (v-lookup, pivot tables)
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Associate, Investment Strategy

10176 New York, New York Memorial Sloan-Kettering Cancer Center

Posted 5 days ago

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Job Description

**About Us:**
The people of Memorial Sloan Kettering Cancer Center (MSK) are united by a singular mission: ending cancer for life. Our specialized care teams provide personalized, compassionate, expert care to patients of all ages. Informed by basic research done at our Sloan Kettering Institute, scientists across MSK collaborate to conduct innovative translational and clinical research that is driving a revolution in our understanding of cancer as a disease and improving the ability to prevent, diagnose, and treat it. MSK is dedicated to training the next generation of scientists and clinicians, who go on to pursue our mission at MSK and around the globe.
**Role Overview:**
The Investment Management Division (IMD) is seeking an Investment Associate, and the role supports MSK's mission to end cancer for life by managing financial resources that sustain our groundbreaking patient care, research, and education.
The IMD team oversees $9 billion in long-term assets across a globally diversified portfolio, including global equities, fixed income, hedge funds, private equity, venture capital, and real assets primarily invested through external managers. These assets are invested in a sophisticated mix of diversified strategies on a global basis, overseen by a committee of the Board and stewarded by IMD. As an Investment Associate, you'll operate flexibly across all asset classes and contribute to a mission-driven organization. Research investment managers and strategies across a variety of asset classes.
**Key Qualifications:**
+ At least 3 years of demonstrated professional achievement in an area relevant to investments (e.g., investment banking, consulting, asset management, alternative assets, or a related field)
+ Rigorous analytical training, including advanced research, critical reasoning, writing, data analysis, presentation, and financial modeling skills, as well as a working knowledge of multiple investment strategies
+ Technical proficiency of Excel and PowerPoint; openness to adopting new tools and methodologies
+ A base-level understanding of business, legal, and accounting issues involved in the evaluation of alternative investments, and knowledge and/or experience in capital markets is also required
**Role Responsibilities:**
+ Source and drive detailed due diligence processes for external investment managers across public and private asset classes
+ Monitor existing investments and develop qualitative and quantitative analytical insights on the portfolio, including investment recommendations, manager performance reviews, and thematic presentations
+ Contribute to investment decisions regarding the selection, rebalancing, and termination of managers across asset classes
+ Serve as lead IMD representative to current and prospective managers as well as industry conferences, negotiate terms and conditions, and coordinate the efforts of outside service providers
+ Cultivate and maintain productive relationships with existing and prospective managers as well as vendors, legal counsel, peer investors, and other industry constituents
+ Assist with asset allocation reviews and risk management activities
+ Stay informed of market trends, new investment opportunities, asset class developments, and macroeconomic themes
+ Identify, evaluate, implement, and manage investment tools, resources, and best practices used in connection with portfolio and manager research and tracking
**Core Skills:**
+ Ability to lead and mentor Investment Analysts and Interns within IMD
+ Strong written and verbal communication skills, with the ability to prepare and deliver reports and presentations to both internal and external stakeholders.
+ Proven ability to manage and prioritize multiple investment-related projects simultaneously.
+ Strong teamwork skills with the ability to collaborate effectively with cross-functional teams and external partners.
+ High level of accuracy and attention to detail in all aspects of investment analysis and reporting. Clear and effective written and verbal communication skills with strong attention to detail; willingness to work collaboratively in a team-oriented environment to achieve shared goals
+ An ability to thrive in an entrepreneurial team environment, a proven ability to work independently and under pressure, a high degree of judgment, intellectual curiosity, and integrity
**Additional Information:**
+ Work Schedule: Hybrid
+ Location: 633 Third Avenue, NYC. Some domestic and/or international travel may be required.
**How to Apply:**
Please submit your resume and a cover letter detailing your interest in this opportunity. We look forward to reviewing your application!
**Helpful Links** :
MSK Compensation Philosophy ( Our Great Benefits Offerings
#LI-POST
#LI-HYBRID
Pay Range: $49,200.00 - 246,300.00
FSLA Status: Exempt
**Closing** :
At MSK, we believe in fair, competitive pay that reflects your job, experience, and skills.
MSK is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sexual orientation, national origin, age, religion, creed, disability, veteran status or any other factor which cannot lawfully be used as a basis for an employment decision.
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
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Investment Content Lead - Growth Team

53201 West Allis, Wisconsin Artisan Partners

Posted today

Job Viewed

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Job Description

Artisan Partners' Growth investment team is seeking an experienced content lead to join their team. This role will have responsibility for driving the team's investment content including thought leadership, quarterly commentary, blog posts, and other materials supporting the team's philosophy and brand. The content lead will collaborate directly with the investment and sales teams, to identify topics that resonate with investors, enhancing client and prospect engagement. The ideal candidate will have experience adjusting content to reach a diverse audience across multiple channels and in various formats. A strong background in editorial work is essential, particularly in crafting clear narratives around complex investment or economic topics. The role requires excellent synthesizing skills, investment knowledge, deadline management, project management, and meticulous attention to detail.

This is a highly visible and innovative role within the team, offering a unique opportunity to develop, manage and execute a communications strategy to strengthen the reach of the team's philosophy and brand over the long term.

Location: Milwaukee, WI | Atlanta, GA | New York, NY | San Francisco, CA

Base Salary Range: $100,000 - $150,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate is expected to:

* Develop and produce written and digital communication for the strategy
* Work directly with portfolio managers and distribution team to ensure that messaging is consistent with the investment team's opinions and beliefs
* Create and edit a variety of marketing and thought leadership related content intended for a sophisticated, institutional-oriented audience - including portfolio commentaries, thought leadership papers, client communications, scripts, e-mail content, web content, reports, newsletters and sales presentations
* Thoroughly analyze portfolio performance and positioning as well as draw on the key aspects of the investment team's management style and investment philosophy in order to craft commentary used to update investors and prospective investors
* Understand, communicate and write about market and economic trends on various topics and convey how those trends are impacting the team's strategies
* Produce internal business intelligence to aid distribution team members in selling efforts

Qualifications

The successful candidate will possess a passion for investments, strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

* Proven 5+ years of experience in investment/financial writing or analysis, ideally within asset management or investment banking firms
* Comprehensive understanding of the investment management industry and a range of asset classes
* Creative ability to conceptualize original ideas for thought leadership initiatives
* Entrepreneurial and collaborative approach to work
* Ability to work in a fast-paced environment and execute well under tight deadlines
* Strong research and writing skills
* Passion for investments and financial markets
* Excellent verbal communication skills
* Knowledge of FactSet, Bloomberg a plus
* High proficiency with Microsoft Office Suite, especially Excel and PowerPoint

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

#LI-Hybrid/span>
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Investment Content Lead - Growth Team

30301 Atlanta, Georgia Artisan Partners

Posted today

Job Viewed

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Job Description

Artisan Partners' Growth investment team is seeking an experienced content lead to join their team. This role will have responsibility for driving the team's investment content including thought leadership, quarterly commentary, blog posts, and other materials supporting the team's philosophy and brand. The content lead will collaborate directly with the investment and sales teams, to identify topics that resonate with investors, enhancing client and prospect engagement. The ideal candidate will have experience adjusting content to reach a diverse audience across multiple channels and in various formats. A strong background in editorial work is essential, particularly in crafting clear narratives around complex investment or economic topics. The role requires excellent synthesizing skills, investment knowledge, deadline management, project management, and meticulous attention to detail.

This is a highly visible and innovative role within the team, offering a unique opportunity to develop, manage and execute a communications strategy to strengthen the reach of the team's philosophy and brand over the long term.

Location: Milwaukee, WI | Atlanta, GA | New York, NY | San Francisco, CA

Base Salary Range: $100,000 - $150,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate is expected to:

* Develop and produce written and digital communication for the strategy
* Work directly with portfolio managers and distribution team to ensure that messaging is consistent with the investment team's opinions and beliefs
* Create and edit a variety of marketing and thought leadership related content intended for a sophisticated, institutional-oriented audience - including portfolio commentaries, thought leadership papers, client communications, scripts, e-mail content, web content, reports, newsletters and sales presentations
* Thoroughly analyze portfolio performance and positioning as well as draw on the key aspects of the investment team's management style and investment philosophy in order to craft commentary used to update investors and prospective investors
* Understand, communicate and write about market and economic trends on various topics and convey how those trends are impacting the team's strategies
* Produce internal business intelligence to aid distribution team members in selling efforts

Qualifications

The successful candidate will possess a passion for investments, strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

* Proven 5+ years of experience in investment/financial writing or analysis, ideally within asset management or investment banking firms
* Comprehensive understanding of the investment management industry and a range of asset classes
* Creative ability to conceptualize original ideas for thought leadership initiatives
* Entrepreneurial and collaborative approach to work
* Ability to work in a fast-paced environment and execute well under tight deadlines
* Strong research and writing skills
* Passion for investments and financial markets
* Excellent verbal communication skills
* Knowledge of FactSet, Bloomberg a plus
* High proficiency with Microsoft Office Suite, especially Excel and PowerPoint

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

#LI-Hybrid/span>
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Investment Content Lead - Growth Team

10007 New York, New York Artisan Partners

Posted 7 days ago

Job Viewed

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Job Description

Artisan Partners' Growth investment team is seeking an experienced content lead to join their team. This role will have responsibility for driving the team's investment content including thought leadership, quarterly commentary, blog posts, and other materials supporting the team's philosophy and brand. The content lead will collaborate directly with the investment and sales teams, to identify topics that resonate with investors, enhancing client and prospect engagement. The ideal candidate will have experience adjusting content to reach a diverse audience across multiple channels and in various formats. A strong background in editorial work is essential, particularly in crafting clear narratives around complex investment or economic topics. The role requires excellent synthesizing skills, investment knowledge, deadline management, project management, and meticulous attention to detail.

This is a highly visible and innovative role within the team, offering a unique opportunity to develop, manage and execute a communications strategy to strengthen the reach of the team's philosophy and brand over the long term.

Location: Milwaukee, WI | Atlanta, GA | New York, NY | San Francisco, CA

Base Salary Range: $100,000 - $150,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate is expected to:

* Develop and produce written and digital communication for the strategy
* Work directly with portfolio managers and distribution team to ensure that messaging is consistent with the investment team's opinions and beliefs
* Create and edit a variety of marketing and thought leadership related content intended for a sophisticated, institutional-oriented audience - including portfolio commentaries, thought leadership papers, client communications, scripts, e-mail content, web content, reports, newsletters and sales presentations
* Thoroughly analyze portfolio performance and positioning as well as draw on the key aspects of the investment team's management style and investment philosophy in order to craft commentary used to update investors and prospective investors
* Understand, communicate and write about market and economic trends on various topics and convey how those trends are impacting the team's strategies
* Produce internal business intelligence to aid distribution team members in selling efforts

Qualifications

The successful candidate will possess a passion for investments, strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

* Proven 5+ years of experience in investment/financial writing or analysis, ideally within asset management or investment banking firms
* Comprehensive understanding of the investment management industry and a range of asset classes
* Creative ability to conceptualize original ideas for thought leadership initiatives
* Entrepreneurial and collaborative approach to work
* Ability to work in a fast-paced environment and execute well under tight deadlines
* Strong research and writing skills
* Passion for investments and financial markets
* Excellent verbal communication skills
* Knowledge of FactSet, Bloomberg a plus
* High proficiency with Microsoft Office Suite, especially Excel and PowerPoint

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

#LI-Hybrid/span>
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Investment Content Lead - Growth Team

94118 San Francisco, California Artisan Partners

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

Artisan Partners' Growth investment team is seeking an experienced content lead to join their team. This role will have responsibility for driving the team's investment content including thought leadership, quarterly commentary, blog posts, and other materials supporting the team's philosophy and brand. The content lead will collaborate directly with the investment and sales teams, to identify topics that resonate with investors, enhancing client and prospect engagement. The ideal candidate will have experience adjusting content to reach a diverse audience across multiple channels and in various formats. A strong background in editorial work is essential, particularly in crafting clear narratives around complex investment or economic topics. The role requires excellent synthesizing skills, investment knowledge, deadline management, project management, and meticulous attention to detail.

This is a highly visible and innovative role within the team, offering a unique opportunity to develop, manage and execute a communications strategy to strengthen the reach of the team's philosophy and brand over the long term.

Location: Milwaukee, WI | Atlanta, GA | New York, NY | San Francisco, CA

Base Salary Range: $100,000 - $150,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate is expected to:

* Develop and produce written and digital communication for the strategy
* Work directly with portfolio managers and distribution team to ensure that messaging is consistent with the investment team's opinions and beliefs
* Create and edit a variety of marketing and thought leadership related content intended for a sophisticated, institutional-oriented audience - including portfolio commentaries, thought leadership papers, client communications, scripts, e-mail content, web content, reports, newsletters and sales presentations
* Thoroughly analyze portfolio performance and positioning as well as draw on the key aspects of the investment team's management style and investment philosophy in order to craft commentary used to update investors and prospective investors
* Understand, communicate and write about market and economic trends on various topics and convey how those trends are impacting the team's strategies
* Produce internal business intelligence to aid distribution team members in selling efforts

Qualifications

The successful candidate will possess a passion for investments, strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

* Proven 5+ years of experience in investment/financial writing or analysis, ideally within asset management or investment banking firms
* Comprehensive understanding of the investment management industry and a range of asset classes
* Creative ability to conceptualize original ideas for thought leadership initiatives
* Entrepreneurial and collaborative approach to work
* Ability to work in a fast-paced environment and execute well under tight deadlines
* Strong research and writing skills
* Passion for investments and financial markets
* Excellent verbal communication skills
* Knowledge of FactSet, Bloomberg a plus
* High proficiency with Microsoft Office Suite, especially Excel and PowerPoint

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

#LI-Hybrid/span>
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Accounting Policy Investment Senior Lead

06912 Stamford, Connecticut Guardian Life

Posted 3 days ago

Job Viewed

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Job Description

Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to join our team as an Accounting Policy Investment Senior Lead
This role will be responsible for the interpretation and implementation of new Statutory and GAAP accounting standards for invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments. The role is responsible for providing technical accounting research and application of that accounting guidance to complex investment transactions and works closely with finance and investment professionals.
**You are**
An analytical thinker with the ability to collaborate with a team of finance and investment professionals providing the necessary interpretation and application of technical accounting guidance to several types of investment structures and transactions as the Company grows and diversifies its investment holdings in its general account.
**You will**
+ Collaborate across finance and investment areas to provide interpretation and application of accounting guidance in support of new and/or complex investment transactions and derivative transactions including the application of hedge accounting guidance.
+ Apply technical knowledge to provide advice for structuring new investment structures.
+ Lead the implementation of new accounting guidance for existing and new investment structures.
+ Represent Guardian in ACLI and industry groups to understand the accounting and reporting issues and advocate for position on behalf of Guardian.
+ Draft technical accounting policy documentation and coordinating sign-off with the auditors.
**You have**
+ Bachelor's degree in accounting
+ At least 10 years of experience in accounting, with 5 years of specific experience in Investment accounting. Insurance company experience preferred.
+ Strong technical knowledge of Statutory and GAAP accounting principles related to invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments.
+ Excellent collaboration, communication, and organizational skills.
+ Experience researching and documenting support for accounting conclusions.
+ Ability to build relationships, partners, and influence.
+ Ability to manage multiple competing priorities.
**Reporting relationship**
As our Accounting Policy Investment Senior Lead, you will report to our Head of Accounting Policy and Transaction Advisory, who reports to our Corporate Controller.
**Location**
Hybrid role - 3 days in the office, 2 days WFH in any Guardian office location; Hudson Yards, NYC; Bethlehem, PA; Holmdel, NJ; Boston, MA; Pittsfield, MA or Stamford CT office.
Travel to Guardian offices as determined by the People Leader. Limited travel
**Salary Range:**
$129,500.00 - $212,750.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
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Accounting Policy Investment Senior Lead

02133 Boston, Kentucky Guardian Life

Posted 4 days ago

Job Viewed

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Job Description

Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to join our team as an Accounting Policy Investment Senior Lead
This role will be responsible for the interpretation and implementation of new Statutory and GAAP accounting standards for invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments. The role is responsible for providing technical accounting research and application of that accounting guidance to complex investment transactions and works closely with finance and investment professionals.
**You are**
An analytical thinker with the ability to collaborate with a team of finance and investment professionals providing the necessary interpretation and application of technical accounting guidance to several types of investment structures and transactions as the Company grows and diversifies its investment holdings in its general account.
**You will**
+ Collaborate across finance and investment areas to provide interpretation and application of accounting guidance in support of new and/or complex investment transactions and derivative transactions including the application of hedge accounting guidance.
+ Apply technical knowledge to provide advice for structuring new investment structures.
+ Lead the implementation of new accounting guidance for existing and new investment structures.
+ Represent Guardian in ACLI and industry groups to understand the accounting and reporting issues and advocate for position on behalf of Guardian.
+ Draft technical accounting policy documentation and coordinating sign-off with the auditors.
**You have**
+ Bachelor's degree in accounting
+ At least 10 years of experience in accounting, with 5 years of specific experience in Investment accounting. Insurance company experience preferred.
+ Strong technical knowledge of Statutory and GAAP accounting principles related to invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments.
+ Excellent collaboration, communication, and organizational skills.
+ Experience researching and documenting support for accounting conclusions.
+ Ability to build relationships, partners, and influence.
+ Ability to manage multiple competing priorities.
**Reporting relationship**
As our Accounting Policy Investment Senior Lead, you will report to our Head of Accounting Policy and Transaction Advisory, who reports to our Corporate Controller.
**Location**
Hybrid role - 3 days in the office, 2 days WFH in any Guardian office location; Hudson Yards, NYC; Bethlehem, PA; Holmdel, NJ; Boston, MA; Pittsfield, MA or Stamford CT office.
Travel to Guardian offices as determined by the People Leader. Limited travel
**Salary Range:**
$129,500.00 - $212,750.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
View Now

Accounting Policy Investment Senior Lead

01203 Guardian Life

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to join our team as an Accounting Policy Investment Senior Lead
This role will be responsible for the interpretation and implementation of new Statutory and GAAP accounting standards for invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments. The role is responsible for providing technical accounting research and application of that accounting guidance to complex investment transactions and works closely with finance and investment professionals.
**You are**
An analytical thinker with the ability to collaborate with a team of finance and investment professionals providing the necessary interpretation and application of technical accounting guidance to several types of investment structures and transactions as the Company grows and diversifies its investment holdings in its general account.
**You will**
+ Collaborate across finance and investment areas to provide interpretation and application of accounting guidance in support of new and/or complex investment transactions and derivative transactions including the application of hedge accounting guidance.
+ Apply technical knowledge to provide advice for structuring new investment structures.
+ Lead the implementation of new accounting guidance for existing and new investment structures.
+ Represent Guardian in ACLI and industry groups to understand the accounting and reporting issues and advocate for position on behalf of Guardian.
+ Draft technical accounting policy documentation and coordinating sign-off with the auditors.
**You have**
+ Bachelor's degree in accounting
+ At least 10 years of experience in accounting, with 5 years of specific experience in Investment accounting. Insurance company experience preferred.
+ Strong technical knowledge of Statutory and GAAP accounting principles related to invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments.
+ Excellent collaboration, communication, and organizational skills.
+ Experience researching and documenting support for accounting conclusions.
+ Ability to build relationships, partners, and influence.
+ Ability to manage multiple competing priorities.
**Reporting relationship**
As our Accounting Policy Investment Senior Lead, you will report to our Head of Accounting Policy and Transaction Advisory, who reports to our Corporate Controller.
**Location**
Hybrid role - 3 days in the office, 2 days WFH in any Guardian office location; Hudson Yards, NYC; Bethlehem, PA; Holmdel, NJ; Boston, MA; Pittsfield, MA or Stamford CT office.
Travel to Guardian offices as determined by the People Leader. Limited travel
**Salary Range:**
$129,500.00 - $212,750.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
View Now

Accounting Policy Investment Senior Lead

07733 Holmdel, New Jersey Guardian Life

Posted 4 days ago

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Job Description

Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to join our team as an Accounting Policy Investment Senior Lead
This role will be responsible for the interpretation and implementation of new Statutory and GAAP accounting standards for invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments. The role is responsible for providing technical accounting research and application of that accounting guidance to complex investment transactions and works closely with finance and investment professionals.
**You are**
An analytical thinker with the ability to collaborate with a team of finance and investment professionals providing the necessary interpretation and application of technical accounting guidance to several types of investment structures and transactions as the Company grows and diversifies its investment holdings in its general account.
**You will**
+ Collaborate across finance and investment areas to provide interpretation and application of accounting guidance in support of new and/or complex investment transactions and derivative transactions including the application of hedge accounting guidance.
+ Apply technical knowledge to provide advice for structuring new investment structures.
+ Lead the implementation of new accounting guidance for existing and new investment structures.
+ Represent Guardian in ACLI and industry groups to understand the accounting and reporting issues and advocate for position on behalf of Guardian.
+ Draft technical accounting policy documentation and coordinating sign-off with the auditors.
**You have**
+ Bachelor's degree in accounting
+ At least 10 years of experience in accounting, with 5 years of specific experience in Investment accounting. Insurance company experience preferred.
+ Strong technical knowledge of Statutory and GAAP accounting principles related to invested assets, including fixed income securities, derivatives, mortgage loans, real estate, structured securities such as CLOs and private equity investments.
+ Excellent collaboration, communication, and organizational skills.
+ Experience researching and documenting support for accounting conclusions.
+ Ability to build relationships, partners, and influence.
+ Ability to manage multiple competing priorities.
**Reporting relationship**
As our Accounting Policy Investment Senior Lead, you will report to our Head of Accounting Policy and Transaction Advisory, who reports to our Corporate Controller.
**Location**
Hybrid role - 3 days in the office, 2 days WFH in any Guardian office location; Hudson Yards, NYC; Bethlehem, PA; Holmdel, NJ; Boston, MA; Pittsfield, MA or Stamford CT office.
Travel to Guardian offices as determined by the People Leader. Limited travel
**Salary Range:**
$129,500.00 - $212,750.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
**Our Promise**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**Inspire Well-Being**
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._
**Equal Employment Opportunity**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
**Accommodations**
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
**Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.**
Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .
View Now
 

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