Talent.com
Investment Finance Lead

Investment Finance Lead

Ceres Life Insurance CompanyNew York, NY, United States
1 day ago
Job type
  • Full-time
Job description

Company Overview :

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as New Westaim. This partnership fuels a vision to provide innovative, customized financial solutions in the alternative credit and insurance space, expanding opportunities for growth and client impact.

Ceres USA Holdings, LLC was formed as part of the insurance side of the New Westaim strategy and is the parent company to Ceres Life Insurance, a fast-growing, forward-thinking annuity carrier startup dedicated to securing financial futures for clients through innovative annuity solutions. The Ceres Life Insurance mission is to enable individuals to retire with peace of mind and dignity by combining advanced technology, top-tier talent, and strong vendor partnerships to provide exceptional support and service.

At Ceres, we are deeply committed to fostering a positive, client-centered culture. Through our Digital Contact Center, we deliver exceptional, personalized support that empowers clients to take control of their financial journey. Our approach focuses on proactive solutions, self-service tools, and collaborative client relationships to help individuals reach their financial goals and retire confidently.

Job Summary :

We are seeking an Investment Finance Lead ("IARL") who will report to the CFO of SGH and Ceres Life. The IARL will assist the Controller in the development and implementation of accounting policies to guide investment reporting for Ceres Life under SAP, GAAP, and IFRS standards. The IARL will also be responsible for the development of investment forecasts for Ceres Life, to support activities of the Actuarial, FP&A and Risk functions. The ideal candidate will have a strong knowledge of investment products and structures, as well as accounting and finance skills.

Key Responsibilities :

  • Develop and maintain the investment accounting policies of Ceres Life, with a focus on compliance with all applicable accounting and financial guidelines and regulations.

Function as an internal technical expert on accounting standards developed by the NAIC, FASB and IASB, as well as risk-based capital standards developed by the NAIC.

  • Monitor and analyze changes in accounting and risk-based capital standards that could impact Ceres Life, whether effective or proposed.
  • Research and analyze new accounting issues and considerations that arise from investment strategies, as necessary.
  • Partner with Actuarial, Controllership, Information Technology, Risk and Treasury to develop an integrated ecosystem for investment planning and forecasting activities that leverages common technologies for modeling and reporting.
  • Lead the forecasting processes for the investment portfolio of Ceres Life, supporting the needs of the Actuarial, FP&A and Risk functions.
  • Lead monthly, quarterly, and annual reporting and analytics around financial results driven by the Ceres Life investment portfolio, including the development of standard packages for management and board reporting.
  • Partner with Information Technology function to standardize and automate reporting and analytical packages.
  • Ensure all Standard Operating Procedures ("SOP's") for investment accounting and reporting are complete, accurate and kept up to date.
  • The successful candidate will :

  • Have proven experience analyzing and reporting on investment products and structures.
  • Have a strong understanding of forecasting the cash flows and performance of investments under various market conditions.
  • Have demonstrated management skills.
  • Exhibit a good systems ability and understanding of process flows and controls.
  • Work well within a team, with the ability to communicate at all levels.
  • Job Qualifications and Skills :

  • Bachelor's degree in a quantitative field such as finance, accounting and / or economics; MBA and / or CPA designation a plus.
  • 5 - 7 years' relevant experience in an investment accounting or finance function.
  • Life insurance and annuity industry experience a plus.
  • Demonstrated experience with financial modeling.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Initiative-taker with effective communication abilities and ability to work in a fast-paced and dynamic start-up environment.
  • Why Join Us?

  • Be part of an innovative insurance company.
  • Work in a high-energy, collaborative startup environment with a focus on technology, digital tools, and advisor enablement.
  • Competitive compensation package with PTO, health benefits, and career growth opportunities.
  • Create a job alert for this search

    Finance Lead • New York, NY, United States

    Related jobs
    • Promoted
    Financial Analyst

    Financial Analyst

    Vaco by HighspringAsbury Park, NJ, US
    Permanent
    Our client, a well-established and mission-driven organization, is seeking a.This position plays a key role in budgeting, financial reporting, and analysis across multiple facilities, supporting bo...Show moreLast updated: 14 days ago
    • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Goodwin RecruitingGreenwich, CT, US
    Full-time
    Senior Wealth Advisor Responsibilities : .Develop and manage relationships with high-net-worth clients while cultivating new business opportunities. Provide comprehensive financial planning across inv...Show moreLast updated: 28 days ago
    • Promoted
    Investment Consultant - Manhasset, NY

    Investment Consultant - Manhasset, NY

    Charles SchwabMANHASSET, NY, US
    Full-time
    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. If you are seeking the first step towards a rich and rewar...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationFreeport, New York
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 21 days ago
    • Promoted
    Investment Analyst

    Investment Analyst

    EisnerAmperIselin, NJ, United States
    Full-time
    Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.Our firm ...Show moreLast updated: 30+ days ago
    • Promoted
    SAP Finance Architect (Utilities)

    SAP Finance Architect (Utilities)

    Chesapeake Utilities CorporationNewark, NJ, United States
    Full-time
    SAP Finance Architect (Utilities).Hybrid Remote - periodic travel to Newark, DE.Must reside in OH, DE, MD, PA, VA, NC, GA, FL, TX, IL, or NJ. We are seeking an experienced SAP Finance Architect with...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationMount Vernon, New York
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 21 days ago
    • Promoted
    Funding & Investments Mgmt Sr. Lead Analyst

    Funding & Investments Mgmt Sr. Lead Analyst

    Citigroup IncNew York, NY, United States
    Full-time
    Lead Analyst for its New York, New York location.Duties : Perform quantitative analysis related to FX exposures and FX derivative transactions. Analyze financial data, interpret results and make data...Show moreLast updated: 9 days ago
    • Promoted
    VP, Financial Consultant - Garden City, NY

    VP, Financial Consultant - Garden City, NY

    Charles SchwabGARDEN CITY, NY, US
    Full-time
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab. At Schwab, you’re empowered to make an impac...Show moreLast updated: 1 day ago
    • Promoted
    Senior Finance Associate (Private Equity)

    Senior Finance Associate (Private Equity)

    Goodwin RecruitingHarrison, NY, US
    Full-time
    A leading private equity and structured capital investment firm focused on supporting the growth of middle-market companies. We partner closely with founders and leadership teams to deploy flexible,...Show moreLast updated: 1 day ago
    • Promoted
    Sr. Director, Finance Lead Biologics Manufacturing

    Sr. Director, Finance Lead Biologics Manufacturing

    Zoetis, IncParsippany, NJ, United States
    Full-time
    Reporting to the Head of Finance, Global Manufacturing & Supply, the Sr.Director, Finance Lead Biologics Manufacturing will be responsible for the Platform Finance organization, including oversight...Show moreLast updated: 6 days ago
    • Promoted
    VP of Finance

    VP of Finance

    JobotEast Brunswick, NJ, US
    Permanent
    Huge Growth Opportunity - Competitive Pay - Great Culture.This Jobot Job is hosted by : Morgan Cortez.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Sala...Show moreLast updated: 30+ days ago
    • Promoted
    Investment & Corporate Banking - Asset Based Finance Analyst

    Investment & Corporate Banking - Asset Based Finance Analyst

    Mizuho Corporate BankNew York, NY, United States
    Full-time
    Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets / syndicate to Mizuho’s client base of leading internat...Show moreLast updated: 1 day ago
    • Promoted
    IT Equity Finance Lead

    IT Equity Finance Lead

    Shulman Fleming & PartnersNew York, NY, United States
    Full-time
    MUST be local to New York City, Hybrid Schedule at least 3 days onsite.Salary : Up to $400k plus bonus.IT Lead for Equity Finance with proven experience in building and managing securities lending s...Show moreLast updated: 9 days ago
    • Promoted
    • New!
    Fixed Assets Accountant

    Fixed Assets Accountant

    Vaco by HighspringAsbury Park, NJ, US
    Full-time +1
    We are seeking a highly skilled and detail-oriented.Senior Accountant – Fixed Assets.This individual will be responsible for overseeing all aspects of fixed asset accounting, ensuring compliance wi...Show moreLast updated: 15 hours ago
    • Promoted
    Financial Reporting Manager

    Financial Reporting Manager

    Vaco by HighspringAsbury Park, NJ, US
    Permanent
    Manager of Corporate Reporting.Our client, a dynamic and growing organization, is seeking a.Manager of Corporate Reporting. This position will play a key role in overseeing the preparation and analy...Show moreLast updated: 14 days ago
    • Promoted
    Lead Analyst, Pricing Strategy

    Lead Analyst, Pricing Strategy

    Zoetis, IncParsippany, NJ, United States
    Full-time
    Own end-to-end pricing strategy execution for assigned therapeutic areas.Build brand-specific strategies that map lifecycle stages, assign portfolio roles, set GTN targets, and define customer segm...Show moreLast updated: 26 days ago
    • Promoted
    Sales / Financial Analyst

    Sales / Financial Analyst

    JobotEdison, NJ, US
    Permanent
    Sales / Financial Analyst, Edison NJ, Healthcare / Pharmaceutical Industry.This Jobot Job is hosted by : David Hyon.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your r...Show moreLast updated: 10 days ago