We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.
Purpose:
Athene has an opportunity for a highly visible VP Head of Investment Finance. The VP will lead an investment finance team (~10 global staff) and oversee the analysis of investment financial results, managing GAAP and Statutory financial statement disclosures, drive process improvements and automation, enhance the control environment and be responsible for day-to-day oversight of analysis and financial reporting activities. In addition, he/she will be a business partner with the 3rd party asset manager to ensure accurate, timely and efficient datais provided to AHL on a monthly basis.
Accountabilities:
- Report directly to SVP Investment and Derivative Finance, who oversees Investment Finance, Derivative Accounting & Operations, Investment Valuation and Investment Finance Solutions
- Work closely with senior leaders across both Athene and Apollo to ensure investment reporting activities necessary to close and analyze the company’s books and records are performed in a timely, efficient and well controlled manner
- Lead a team of investment finance professionals in West Des Moines and Mumbai who are responsible for both GAAP and Regulatory financial analysis and reporting
- Prepare financial analysis of actual results compared to prior period as well as plan
- Provide regular updates to senior management keeping them abreast of any issues or accomplishments of the team
- Develop and perform various analytical procedures to assist senior management in understanding the company’s investment performance relative to stated strategies and objectives
- Ability to analyze and report on non-GAAP measures for management view reporting (MD&A) while reconciling to GAAP results
- Ability to work closely with Investor Relations and assess requests and respond timely
- Monitor and adjust workload across the team, as needed, to ensure that requirements are met effectively
- Responsible for ensuring all staff members are cross trained to ensure adequate coverage can be provided as needed
- Oversee SOX control environment related to investment financial reporting functions, processes and procedures to ensure they are executed in an efficient and effective manner
- Stay abreast of market conditions, investment strategies, the changing accounting literature or regulatory guidance to ensure compliance
Qualifications and Experience:
- 10+ years of experience in an investment finance function with demonstrated progressive managerial experience
- 5+ years of direct or indirect people leadership experience
- CPA designation strongly preferred
- Strong knowledge of Fixed Income, Structured Securities, Mortgage Loans and Alternative Investments. Derivatives knowledge is a plus
- Ability to effectively interface with senior management across both Athene and Apollo
- Demonstrated problem solving skills and process improvement experience
- A strong detailed orientation while being able to see how the details impact the larger strategic objectives of the company
- Public Accounting experience is a plus
- Bachelor’s degree in Accounting and/or Finance
Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene.
Athene is a Military Friendly Employer! Learn more about how we support our Veterans.
Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.
Top Skills
What We Do
Athene, through its subsidiaries, is a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. The products offered by Athene include:
• Retail fixed, fixed indexed and registered index-linked annuity products;
• Reinsurance arrangements with third-party annuity providers; and
• Institutional products, such as funding agreements and group annuity contracts related to pension risk transfers.
Athene's subsidiaries include Athene Annuity & Life Assurance Company, a Delaware-domiciled insurance company, Athene Annuity and Life Company, an Iowa-domiciled insurance company, Athene Annuity & Life Assurance Company of New York, a New York-domiciled insurance company, Athene Securities, LLC, an Iowa-domiciled registered broker-dealer (member FINRA), and Athene Life Re Ltd., a Bermuda-domiciled reinsurer.
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The financial industry is ripe for change and Athene is leading the way. We’re determined to make retirement easier for you and other Americans by harnessing our passion, smarts and relentless spirit.
Learn how to become an Athene financial professional at www.athene.com/contact.
If you love a challenge and are driven to succeed, then Athene is your kind of company.
