Senior Partnership Accountant - Aegon AM

Posted Yesterday
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Cedar Rapids, IA, USA
In-Office
Senior level
Fintech
The Role
Perform complex accounting for partnership and investment-related transactions, prepare financial statements and statutory reporting, analyze variances and accounting topics, improve processes and controls, develop reports, assist with divisional budgets, and potentially supervise or train other accountants.
Summary Generated by Built In

Job Description SummaryAegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Position Overview:
Performs complex accounting functions. Utilizes general accounting and financial principles and techniques, and assists in obtaining, assembling, evaluating, interpreting, recording and analyzing financial data. Prepares financial reports and performs financial analysis.

Job Description

NOTE: Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

Responsibilities:

  • Responsible for the accounting of complex transactions typically associated with advanced accounting such as verifying the accuracy of journal vouchers and accounting classifications assigned to various records; processing and summarizing financial transactions; preparing income and balance sheet statement; assisting in the preparation of financial reports (e.g., for shareholders, policy owners, regulatory authorities and management) and state and federal tax returns.

  • Works with both internal and external sources to ensure proper reporting of financial data.

  • Completes and provides a complete analysis of accounting topics relevant to the area.

  • Identifies, researches and recommends solutions to areas of concern in relation to accounting information.

  • Seeks out potential areas of improvement (for example, workflow, automated processes), by documenting business processes, identifying controls and deficiencies, testing identified controls, and mapping internal financial statements to business processes.

  • Develops nonstandard reports and statements. Prepares information for use by a higher authority; communicates methodology and areas of concern.

  • Participates on project teams or leads project teams.

  • Responsible for adherence to the company's framework of internal controls.

  • Reviews and analyzes budget to actual variances and related operation reporting for Division managers.

  • Assists with the preparation of the divisional budget.

  • May be responsible for the quarterly and annual preparation and review of statutory financial reporting.

  • May have supervisory responsibilities, or review work or train other accountants.

Required Qualifications:

  • Bachelors degree in Accounting or equivalent education/experience.

  • Minimum of 5 years of experience, with degree.

Preferred Qualifications:

  • Solid knowledge of accounting area preferred (for example, investments, insurance products, premium, tax).

  • Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach.

  • Work effectively individually and within a team, organizational and prioritization skills, effective judgment.

Workplace Policy:

  • Hybrid out of our Cedar Rapids, IA, office (in the office twice a week, between Monday and Thursday; work from home on Fridays).

Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

#LI-Hybrid

Why Work for Us

At Aegon Asset Management, we invest in You.

Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered.  Come be a part of driving our success!

Equal Opportunity Employer:

AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: [email protected] if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.


Technical Assistance:

If you experience technical problems during the application process, please email [email protected].

Skills Required

  • Bachelor's degree in Accounting or equivalent education/experience
  • Minimum of 5 years of accounting experience (with degree)
  • Legal authorization to work in the U.S. without immigration sponsorship
  • Ability to work hybrid out of Cedar Rapids, IA (in office twice a week Monday-Thursday; work from home Fridays)
  • Solid knowledge of accounting areas (investments, insurance products, premiums, tax)
  • Effective oral and written communication, ability to handle multiple projects, customer service approach
  • Ability to work individually and in a team, organizational and prioritization skills, sound judgment
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The Company
HQ: The Hague

What We Do

We help people achieve a lifetime of financial security and to enjoy a meaningful life – both now and in retirement. Not only do we offer products and services to achieve this but we also focus on financial wellbeing. When we talk about financial wellbeing this is how you feel about the control you have over your financial future – and your relationship with money. It’s about focusing on the things that make their life enjoyable and meaningful – both now and in retirement. We want you to feel confident and empowered when managing your money and know that it’s possible to improve your situation in some way. Aegon's products and services range from life, critical illness and disability insurance, to pensions, annuities, long-term savings and investments. We also offer mortgages, and car, household and travel insurance in some markets. In the US, we’re known as Transamerica, one of the best-known names in the North American financial services industry. Globally over 22,000 Aegon employees help almost 30 million customers take responsibility for their financial future.

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