Hybrid Investment Operations Accountant

Posted last week

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About the role

  • Investment Operations Accountant supporting Managed Separate Accounts team at Protective Life. Collaborating on daily operational processes, securities accounting, and custody activities.

Responsibilities

  • support our Managed Separate Accounts team.
  • work closely with third party resources on daily operational processes, securities accounting, custody activities, and issue resolution.
  • support internal line of business teams, external investment managers, and Protective’s Accounting and SAP teams.
  • play a key role in daily trade and cash operations, general ledger activity, reconciliations, quarter-end close processes, and providing audit and regulatory support.

Requirements

  • Bachelor of Science degree in Accounting or Finance is required.
  • Master of Accountancy, Master of Business Administration, or Certified Public Accountant (CPA) designation is preferred.
  • Minimum of two years of relevant accounting or finance experience, ideally in public accounting or corporate accounting.
  • Experience with investment accounting systems, SAP general ledger, or financial services operations is preferred.

Benefits

  • We aim to protect the wellbeing of our employees and their families with a broad benefits offering.
  • In addition to offering comprehensive health, dental and vision insurance.
  • support emotional wellbeing through mental health benefits and an employee assistance program.
  • Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
  • Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.
  • engage in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Job title

Investment Operations Accountant

Job type

Experience level

JuniorMid level

Salary

$70,000 - $90,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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