Investment Accounting Associate II

4 weeks ago


Boston, United States MassMutual Full time

Investment Accounting Associate II Investment Controllership Full-TimeBoston, MAAbout the Corporate Controller Organization:The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity.We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights.The OpportunityThis Investment Accountant role is a newly created position that will be a key addition to our Investment Controllership team. The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis, and improved coordination with the business partners for Investment activities.The TeamAs a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.The ImpactThrives in an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.Plays a key role in a collaborative and inclusive culture by working closely with Investment Management.Lead the development and implementation of internal process control initiatives that ensure error-free execution of all tasks.Identify and reconcile differences within established investment and accounting systems using critical analysis skills.Collaborate with various areas of the business to determine appropriate remediation.Perform reconciliations of investment data for ledger tie outs. Prepare periodic journal entries.Analyze and interpret financial information to ensure accuracy and compliance with company policy and regulations.Prepare and maintain complex account records with meticulous attention to detail.Collaborate with internal teams to resolve items and address investment-related issues.Responsible for ongoing activities as part of the monthly, quarterly, and annual close cycles.Participates in creating, analyzing, and presenting monthly financial analysis reports to senior management.Analyze financial reports and investment data for trends and impacts to investment values and P&L activity.Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.Initiates and/or leads increasingly complex continuous improvement activities.Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Services Controllership team.Makes recommendations to continuously improve the overall control environment of the Investment Services Controllership team.The Minimum QualificationsBachelor’s degree in Accounting, Finance or related major or Master's degree in Accounting or Taxation4+ years of related work experience with a track record of increasing responsibilitySignificant knowledge and experience of U.S. GAAP accountingThe Ideal QualificationsCPA or CFA preferredKnowledge and experience of investmentsStrong analytical skills: ability to analyze financial data sets and tell the story of the dataProven ability to complete high quality work efficiently and increase autonomy over timeExperience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiariesExperience with system implementations preferredAble to build and maintain strong working relationships across cross-functional groupsExcellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc.Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverablesIntellectual curiosity to continue learning and adding breadth and depth to understandingWhat to Expect as Part of MassMutual and the TeamRegular meetings with the Investment Controllership teamFocused one-on-one meetings with your managerAccess to mentorship opportunitiesNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-BO1MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.



  • Boston, United States MASSMUTUAL Full time

    **Investment Accounting Associate II** **Investment Controllership** **Full-Time** **Boston, MA** **About the Corporate Controller Organization**: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business...


  • Boston, United States MassMutual Full time

    Investment Accounting Associate IIInvestment ControllershipFull-TimeBoston, MAAbout the Corporate Controller Organization:The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the...


  • Boston, United States Global Atlantic Financial Group Full time

    Associate, Investment Accounting Operations at Global Atlantic Financial Group COMPANY OVERVIEW Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset...


  • Boston, United States Sands Investment Group Full time

    **Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the mentorship of senior producers...


  • Boston, United States Global Atlantic Financial Group Opportunities Full time

    Associate, Investment Accounting Operations Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital...


  • Boston, United States Global Atlantic Financial Group Opportunities Full time

    Associate, Investment Accounting Operations Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital...


  • Boston, United States Sands Investment Group Full time

    Job DescriptionJob DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the...


  • Boston, United States Sands Investment Group Full time

    Job DescriptionJob DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the...


  • Boston, United States Sands Investment Group Full time

    Job DescriptionJob DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the...


  • Boston, United States Sands Investment Group Full time

    Job DescriptionJob DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the...


  • Boston, United States Fidelity Investments Full time

    Job Description: Role The Investment Associate will join the Natural Resources private equity platform team. This multi-billion dollar platform actively invests in the traditional and renewable energy, aggregates, timber, and agriculture industries via direct real assets investments and equity positions. The team is expanding and is seeking additional...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:RoleThe Investment Associate will join the Natural Resources private equity platform team. This multi-billion dollar platform actively invests in the traditional and renewable energy, aggregates, timber, and agriculture industries via direct real assets investments and equity positions. The team is expanding and is seeking additional...

  • Compliance Officer

    3 weeks ago


    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the...

  • Compliance Officer

    1 week ago


    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleYou will be responsible for ensuring the investments for FMR LLC and subsidiaries are recorded correctly in the general ledger and are presented accurately for financial reporting. You will also be responsible for establishing and maintaining controls around the investment process.\u00A0 You will be the main contact for investment...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleYou will be responsible for ensuring the investments for FMR LLC and subsidiaries are recorded correctly in the general ledger and are presented accurately for financial reporting. You will also be responsible for establishing and maintaining controls around the investment process.\u00A0 You will be the main contact for investment...

  • Compliance Officer

    2 weeks ago


    Boston, United States MFS Investment Management Full time

    THE ROLE The Compliance Officer manages a team of compliance professionals to ensure that MFS manages client accounts in a manner consistent with applicable legal, regulatory, and client-imposed requirements, and monitors MFS shareholdings and prepares and files reports with global regulators and issuers as to the extent required. The person interacts with...


  • Boston, United States CareQuest Institute for Oral Health Inc Full time

    Job Description Job Description ABOUT US: CareQuest Institute for Oral Health is a national nonprofit championing a more equitable future where every person can reach their full potential through excellent health. We do this through our work in philanthropy, analytics and data insights, health transformation, policy and advocacy, and education as well as our...


  • Boston, United States CareQuest Institute for Oral Health Inc Full time

    Job Description Job Description ABOUT US:CareQuest Institute for Oral Health is a national nonprofit championing a more equitable future where every person can reach their full potential through excellent health. We do this through our work in philanthropy, analytics and data insights, health transformation, policy and advocacy, and education as well as our...


  • Boston, United States Clickjobs.com Full time

    Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being...