Investment advisor Jobs in Gilbert az

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Senior Investment Reporting Analyst is responsible for preparing and reviewing U.S. Statutory (NAIC – National Association of Insurance Commissioners) reporting (investment schedules, IMR, AVR, RBC, footnotes) for investment portfolios for Empower, its subsidiaries, and affiliates. The analyst role requires a thorough understanding of investments, as well as the related accounting pronouncements and appropriate application to the investment portfolio.

What you will do :

Prepare and review quarterly / annual statutory NAIC state financial reporting, supplements, annual audited financial statements and surveys

Interpret new pronouncements and guidelines issued by authoritative associations in relation to U.S GAAP, Statutory (NAIC), or various regulations

Recommend appropriate changes to accounting systems and presentation of information

Respond to audit requests for Investments and explain the Company’s position

Monitor the reporting database and making adjustments where necessary

Assist with private placement filings with the NAIC

What you will bring :

Bachelor's degree in accounting or related business degree

4+ years financial reporting experience

Proficient in MS Office, including advanced Excel skills

Strong knowledge of U.S. Statutory (NAIC) and / or GAAP accounting principles

What will set you apart :

CPA preferred

Public accounting experience preferred

Previous experience in investments strongly preferred

Strong technical and analytical skills with ability to communicate effectively, both written and verbally

Ability to work both independently and collaboratively in a team environment

Ability to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementation

Attention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing priorities

Self-driven with ability to deal with ambiguity, a willingness to learn and take on additional responsibilities

Process improvement mindset

Experience using Alteryx and Wings annual statement software

• 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.

PJFIN

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Base Salary Range

80,100.00 - $113,175.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Equal opportunity employer

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, 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.

Job Posting End Date at 12 : 01 am on :

12-14-2024

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Workplace Flexibility : Remote - Nationwide