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Provides accounting advisory for investment assets and transactions, ensuring GAAP and statutory reporting compliance. Evaluates new investments, derivatives, hedging programs, consolidations, and asset transfers; monitors emerging accounting guidance; develops accounting policies and position papers; educates stakeholders; and supports audit discussions. Requires strong research, communication, judgment, and cross-functional collaboration skills. The role has no formal people-management responsibilities but may provide mentorship and subject-matter guidance.

Support the Director of Investments in research, asset allocation, portfolio management, reporting automation, and investment operations. Coordinate with internal teams and external asset managers, improve cash management and data processes, detect and correct data errors, assist in CECL allowance calculations, and provide ad-hoc analytical support.

Provides hardware, software, network, and application support for Windows and Mac devices. Performs desktop imaging, software deployment, VDI troubleshooting, application updates, testing, documentation, and endpoint security compliance. Manages the IT support queue, supports infrastructure projects, and serves as a customer liaison for daily support activities.

The Senior Business Analyst serves as the subject matter expert for electronic order entry, data feeds, and eApplication platforms. Responsibilities include gathering and documenting requirements, translating business needs into functional solutions, managing requirements throughout the SDLC, supporting process improvements, troubleshooting defects, coordinating testing with vendors and distributors, and providing user training and support. The role collaborates with IT, business units, external vendors, and customers, while mentoring less experienced team members.

Lead enterprise liquidity, funding, and capital markets strategy; manage banking and investor relationships; monitor liquidity metrics; support cash forecasting, short-term liquidity optimization, and capital committee reporting; develop analytics, dashboards, and process improvements; provide strategic treasury and capital markets decision support.

Lead enterprise outsourcing strategy and execution: develop strategy, manage vendor performance, ensure risk/compliance, drive transitions and lifecycle management, align stakeholders, and lead a team to optimize cost and operational outcomes.

Manage monthly investment accounting and reconciliations between subledger and general ledger, prepare journal entries, analyze investment variances, support monthly close and audits, execute internal controls, and drive process improvements and automation for the investment portfolio.

Design, develop, test, document, and support secure external data integrations (APIs, file-based interfaces, ETL) using .NET, Azure, Informatica, and Snowflake. Lead technical delivery, perform impact analysis, provide production support, mentor engineers, and ensure solutions meet security, performance, and governance requirements.

The Director, Investments leads investment deliverables for institutional businesses, focusing on portfolio oversight, asset liability management, strategic asset allocation, and stakeholder coordination, while mentoring team members and driving analytical initiatives.

Lead preparation of statutory and GAAP quarterly and annual financial statements, footnotes, journal entries, reconciliations, and analyses. Support internal/external audits, maintain internal controls documentation, leverage Oracle and reporting tools, and drive process improvement and automation.