90 associate investment accounting jobs found

Unlock your potential by joining an integrated team of accounting professionals in Treasury Services and learn the dynamic world of investments and banking. This position can be filled as an Associate Financial Analyst or Financial Analyst based on the selected candidate’s qualifications and experience. This position offers career growth opportunities for the right candidate. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do As a member of our Treasury Services team, you will play an integral role to the continued success of our team by: Daily banking, cash positioning, wire transfers, and bank reconciliations Completing the accounting, processing, and reconciliations for various integrated systems for investments and banking Validating daily trading wires and...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. The Senior Analyst, Marketing Investment & Planning is responsible for the planning, tracking, and optimization of marketing spend to maximize impact and ensure financial discipline. This role reports to the Director of Investment...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: The Standard seeks a talented actuary to join the Actuarial Modeling team. In this role, you will focus on projection modeling for Elective Voluntary Benefits (EVB) products (including Traditional, Health and Universal Life), while supporting asset adequacy testing, Japanese accounting implementation, and model governance and improvement. You will gain exposure to GGY...

Sr Accountant - FA08BE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Senior Investment Accountant will be responsible for the accounting, analysis, reconciliation, and reporting of derivative and limited partnership investments for The Hartford and its external clients. This role partners with portfolio management and senior leadership, contributing to financial reporting, earnings guidance, and strategic insights related to complex investment structures. This role will have a Hybrid work arrangement, with the expectation of working in an office ( Hartford, CT ) 3 days a week (Tuesday through Thursday). Key Responsibilities: Perform accounting for derivative instruments in accordance with both GAAP and Statutory...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Treasury Operations Analyst (Banking & Cash Management) Are you highly detail oriented, process driven, and interested in building a career in Treasury or finance? Join a collaborative and high-impact team where your work directly supports the company’s financial operations, liquidity, and investment decisions. In this role, you’ll play a critical part in managing banking activities, executing wire transfers, and supporting cash movement across multiple banking partners. If you thrive in a structured environment and enjoy working with...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Associate delivers high-level service and operational support to Wealth clients and advisors, partnering closely with Wealth Directors, Investment Advisors, Wealth and Trust Advisors, and internal teams to ensure a seamless client experience. This role manages client documentation, workflows, and communications while coordinating across functions to support efficient operations and relationship management. The Financial Associate also supports portfolio oversight and investment activities, helping ensure alignment with client objectives and firm strategies, while contributing to trust and estate administration...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Investment Analyst Responsibilities The Investment Analyst serves as the primary owner for key Middle Office support activities related to financial reporting, market data administration, Private Placements coordination, onboarding, and data oversight. Core responsibilities Works closely with front office, operational, technology and controllership teams in support of timely, accurate and efficient flow of Private Placement information. Serve as a point of contact for front office credit analysts to ensure internal reviews and relevant documentation are captured within established...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC . As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational...

Company: Heffernan Financial Position: Client Service Associate Status: Non-Exempt, Regular Full-Time Report To: Wealth Manager Objective: The Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served. Responsibilities Include: Client Meeting Preparation & Follow-Up Prepare and update client financial plans, portfolio reports, and presentation materials using firm software tools. Review client files, recent activities, and relevant updates before meetings. Attend specific client meetings and help with meeting notes, follow-ups, and documentation. Draft post-meeting action plans and ensure follow-up items are completed promptly in coordination with the Client...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a people leader role and will manage a team of four. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. #LI-SS1 Job Description Summary The Nationwide Insurance investment organizations manage insurance company general account assets as well as non-general account assets. The Client Advisory Services – Business...

We’re thrilled that you are interested in joining us here at the Amynta Group! The Amynta Group is seeking an Associate to join our M&A team and play a key role in supporting the broader M&A team in its efforts to execute on the company’s acquisition objectives. The Associate will provide first-hand support to both the business unit leaders and executive management in the research and analysis of potential acquisition targets. As part of a lean team in a very flat corporate structure, the Associate will have exposure to and work closely with senior management, business unit leaders and functional heads across the entire organization. The ideal candidate for this position will be a self-starter with strong follow-up skills and a proactive approach to tasks and responsibilities. We value individuals who take initiative, demonstrate a high level of self-motivation, and are adept at consistently following through on deliverable. In this role, the Associate will play a...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Sponsorship is not available for this role. Associate Director, Accounting Policy  Position Summary: National Life Group is looking for a highly motivated Associate Director, Accounting Policy, to join the...

About AIG American International Group, Inc. (AIG) is a leading global insurance organization. Founded in 1919, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement products, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. AIG common stock is listed on the New York Stock Exchange and the Tokyo Stock Exchange. Internal Audit Group AIG’s Internal Audit Group (IAG) provides independent and objective assurance, advice, and insight guided by a philosophy of adding value to improve the operations of AIG. IAG assists AIG in accomplishing its objectives by bringing a systematic and disciplined approach to evaluate and improve the effectiveness of AIG’s control environment including risk management, operational, financial,...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Trade Finance Solutions Analyst will support the development and execution of the Trade Finance line of business as a core component of the Bank’s international services and working capital solutions platform. This role is designed for a credit-focused professional with prior experience underwriting working capital and structured...

Operations Data Associate About Us: HUB International is a global insurance and employee benefits broker offering a broad range of risk management, life and health, investment, and wealth management solutions. Our Retirement & Private Wealth division serves clients across the full wealth spectrum, with assets managed across multiple registered investment advisors. About HUB Retirement & Private Wealth (RPW): We operate at the intersection of financial advisory and technology — and we take both seriously. Our platform team is responsible for the data integrity, operational infrastructure, and technology governance that make client-facing work possible. We hold ourselves to a high standard on that, and we want teammates who do the same. We are the perfect fit if you: Enjoy team collaboration and thrive in a culture that recognizes success Want to learn, grow, and take on increasing responsibility Have an entrepreneurial spirit and are energized by...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 650 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position is responsible for recording and reconciling the financial results for various Markel reporting segments, divisions, and insurance companies as part of the Close, Control & Reporting department within Markel’s Finance group (Finance). CCR is responsible for the controls and processes around reporting Markel’s division and segment results. Job Responsibilities Perform journal entries and complex account reconciliations including identification and remediation of all issues in...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Role Summary The Associate Actuary will be responsible for calculating, analyzing, reporting, and explaining reserves and other actuarial financial statement items for the Indexed Universal Life. The individual...

Job Title: Payroll Specialist Compensation: $25-$30 per hour plus 6% discretionary bonus Location: Hybrid in Austin, TX (Hybrid) Department: Operations Job Type: Full-Time Working Hours: 8:00am-5:00pm CST (Monday-Friday) About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job Purpose: We are looking for a meticulous and communicative Payroll Processing Specialist to join our team in Austin, TX. In this hybrid role, you will work three days per week from our Austin office...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Tax Trust Accountant is responsible for the preparation of moderate/complex investment management, trust and individual federal, state and local tax returns. In addition, the incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department staff to resolve tax issues and notices. Job Responsibilities : Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and...