What are the responsibilities and job description for the Manager – Investment Accounting position at Oliver James?
Position Overview
This is an exceptional opportunity for Big 4 public accounting professionals who want to transition into a high-impact industry role within a life-insurance-focused organization. The Investment Accounting Manager will take ownership of accounting and reporting for investment portfolios supporting reinsurance arrangements-work that strongly aligns with the skill sets developed through audit engagements with life insurers, annuity writers, or investment-heavy carriers.
This role is built for someone who has mastered the fundamentals in audit and is ready to apply their technical expertise more directly-partnering with investment teams, shaping financial processes, and influencing reporting outcomes. It offers a combination of hands-on technical accounting, cross-functional collaboration, and real responsibility from day one-all within a stable, growing company that values analytical rigor and curiosity.
If you’re a Big 4 Senior Associate or Junior Manager ready for the next step, this role gives you the platform to grow rapidly while staying close to the investment and insurance accounting topics you know best.
Key Responsibilities
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This is an exceptional opportunity for Big 4 public accounting professionals who want to transition into a high-impact industry role within a life-insurance-focused organization. The Investment Accounting Manager will take ownership of accounting and reporting for investment portfolios supporting reinsurance arrangements-work that strongly aligns with the skill sets developed through audit engagements with life insurers, annuity writers, or investment-heavy carriers.
This role is built for someone who has mastered the fundamentals in audit and is ready to apply their technical expertise more directly-partnering with investment teams, shaping financial processes, and influencing reporting outcomes. It offers a combination of hands-on technical accounting, cross-functional collaboration, and real responsibility from day one-all within a stable, growing company that values analytical rigor and curiosity.
If you’re a Big 4 Senior Associate or Junior Manager ready for the next step, this role gives you the platform to grow rapidly while staying close to the investment and insurance accounting topics you know best.
Key Responsibilities
- Lead accounting and reporting for investment portfolios tied to reinsurance transactions, applying and expanding your understanding of investment structures, insurer balance sheets, and transaction mechanics.
- Ensure investment activity is recorded accurately and timely, working closely with internal investment teams and external parties such as asset managers, custodians, and administrators.
- Identify opportunities to strengthen processes and controls, partnering with investment operations, technology teams, and service providers to implement enhancements.
- Support the preparation and review of GAAP and statutory reporting for investment portfolios, leveraging your audit experience with insurance carriers or investment-related engagements.
- Develop a strong technical foundation in life and annuity reinsurance structures, with opportunities to broaden into other corporate accounting areas over time.
- Bachelor’s degree in Accounting, Finance, or a related field; CPA or progress toward CPA is highly valued.
- Approximately 4-6 years of experience in public accounting, ideally from a Big 4 or national firm.
- Experience auditing life, annuity, or reinsurance carriers and/or investment portfolios is highly preferred; general insurance carrier audit experience is also welcome.
- Working knowledge of US GAAP and statutory accounting or exposure gained through audit engagements.
- Familiarity with internal control frameworks, risk assessment, and SOX-related concepts.
- Strong communication skills with the ability to translate technical concepts into practical insights for non-auditors.
- Demonstrated ability to manage multiple workstreams, prioritize effectively, and thrive in a fast-moving, evolving environment.
- Comfort working with ERP or accounting platforms such as SAP, Oracle, or Workday; strong Excel proficiency expected.
- Exposure to investment accounting or reporting tools (e.g., Clearwater) is a plus but not required-training will be provided.
- Interest in leveraging tools that incorporate automation, analytics, or AI to enhance reporting and process efficiency.
- Competitive base salary in the $130,000-$150,000 range, depending on background and experience.
- Comprehensive benefits package including medical, dental, vision, employer-supported retirement plans, annual bonus opportunities, paid time off, holidays, and support for continued professional development.
- Hybrid work flexibility with a blend of in-office collaboration and remote work.
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Salary : $130,000 - $150,000
