- Manage alternative investment operations, including accurate and timely transaction input, monitoring of manager portal, and creation of trade tickets.
- Handle alternative investment accounting from subledger review to general ledger closure, ensuring precise financial reporting and disclosure.
- Lead investment accounting processes for the Company and its affiliates, working closely with the technical accounting group for regulatory updates.
- Complete monthly close in the investment accounting system (PAM) and reconcile feed files to general ledger systems.
- Establish internal controls for general ledger and sub-ledger reconciliations to maintain data integrity.
- Review reports promptly to address exceptions and reconciling items.
- Coordinate financial statement audits for the Company and its affiliates related to investment accounting.
- Serve as the main contact for alternative asset managers, regional investment team, SAP modifications, and accounting system changes.
- Assist in reporting and analyzing Lifeco's consolidated alternative investment activity and portfolio.
- Thoroughly document processes and procedures.
- Monitor compliance of securities accounting system setup and oversee periodic upgrades.
- Evaluate system functionalities against business requirements and facilitate necessary adjustments.
- Make decisions regarding staffing, including recruitment and training, to ensure optimal team performance.
- Plan staff reorganization to accommodate workload fluctuations or absences.
- Identify and propose enhancements to existing policies and procedures for operational efficiency and compliance.
- Bachelor's degree in Accounting or Finance required.
- 6 years of related investment accounting experience, high volume ledger, and three years of supervisory experience.
- CPA credential preferred.
- Knowledge of alternative investments (private equity, SMAs, CLOs), derivatives and hedge accounting, and financial instruments.
- Medical, dental, vision, and life insurance.
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup.
- Tuition reimbursement up to $5,250/year.
- Business-casual environment that includes the option to wear jeans.
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
- Paid volunteer time — 16 hours per calendar year.
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
- Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
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Financial Advisor - Staten Island, United States - Empower
Description
Develop your career with a thriving company
Whether it's assisting individuals in achieving their long-term financial objectives or providing personal wealth management strategies, each team member plays a vital role in positively impacting the lives of those we serve. Speaking of job satisfaction, it doesn't get much better than this. On a personal level, you'll have the freedom to support causes that are meaningful to you and be part of an incredibly inclusive work environment. Your journey begins now.
Oversee operations and accounting for alternative investments within Great-West Lifeco and its affiliates, ensuring transactions are recorded accurately and in a timely manner while complying with accounting standards like Statutory, US GAAP & IFRS.
Responsibilities:
Qualifications:
Preferred Qualifications:
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
Benefits:
We provide a range of diverse and inclusive benefits regardless of your career stage. We believe that supporting our employees in leading healthy, balanced lives leads to optimal work performance.
Base Salary Range:
$97, $136,975.00The salary range above represents the typical minimum to maximum base salary range for this position in the specified location. Non-sales roles may participate in a bonus program. Sales roles may be eligible for sales incentives, potentially exceeding base salary based on individual performance. Actual compensation offered may differ from the posted hiring range based on geographic location, work experience, education, licensure requirements, and/or skill level and will be determined at the time of offer.
Equal opportunity employer
• Drug-free workplace
We are an equal opportunity employer committed to fostering diversity. We encourage individuals of all backgrounds to apply. All qualified candidates will be considered for employment without regard to age (40 and over), race, color, national origin, ancestry, gender, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions, you must have reliable high-speed internet with a wired connection and a suitable home workspace to minimize disruptions. If you lack an adequate home work environment and required internet connection, you may need to work in the office. Internet connectivity must be provided by a fiber, cable, or DSL internet service provider. Necessary computer equipment will be supplied.***
Job Posting End Date at 12:01 am on:
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Financial Advisor professionals in Staten Island
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Joseph Colucci
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