Investment Accounting & Reporting Associate

Job Description

Financial Reporting Analyst, Investment Accounting (Insurance / Financial Services) | firstPRO, Inc

The Tone:
This is a fully remote, full-time Associate level position within the Investment Accounting & Reporting team for a prominent client in the financial services and insurance sectors. The role is being recruited by firstPRO, Inc, seeking a recent graduate eager to launch their career. This opportunity is designed for an individual who is ready to contribute to the accurate financial reporting and accounting of investment portfolios, playing a foundational part in the client’s crucial financial operations and compliance framework from day one.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States
• Pay: $85000 yearly
• Team: Investment Accounting & Reporting team
• Mission: To accurately support and contribute to the investment accounting and comprehensive financial reporting functions for a key client within the financial services and insurance industries.

What You’ll Actually Do
• Reporting Support: Actively assist in the comprehensive preparation and meticulous review of various financial reports, specifically focusing on the client’s diverse investment assets and related activities, ensuring adherence to established guidelines.
• Accounting Contribution: Provide essential support for a broad range of accounting processes that are integral to the effective management, oversight, and valuation of the client’s investment portfolios.
• Data Analysis: Contribute to the rigorous analysis of financial data pertaining to investments, meticulously examining figures to ensure their accuracy, completeness, and integrity for all internal and external reporting requirements.
• Team Collaboration: Engage in close collaboration with experienced members of the Investment Accounting & Reporting team, contributing to daily operational tasks, assisting with ongoing projects, and fostering a cohesive working environment.
• Process Understanding: Proactively develop a deep and practical understanding of investment accounting principles, industry-specific practices, and the pertinent financial reporting standards relevant to the insurance and financial services sector, building a strong professional foundation.

The Must-Haves
• Background: This role requires an entry-level professional who has successfully completed a Bachelor’s degree in either Accounting or Finance. Additionally, candidates must currently hold valid US Citizenship or a Green Card, fulfilling essential eligibility criteria for employment.
• Experience: Applicants must bring a minimum of either a relevant internship experience or 1-2 years of professional experience, specifically acquired within the Insurance or Financial Services industry, demonstrating exposure to the sector’s unique financial landscape.
• Skills: A critical requirement for this position is eligibility for CPA licensure, coupled with expressed aspirations to actively pursue this esteemed professional certification. This demonstrates a robust understanding of core accounting principles and a commitment to ongoing professional development and excellence in the field.