What are the responsibilities and job description for the Senior Investment Accounting & Operations Analyst position at Protective Life?
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Protective Life is seeking a detail-oriented and proactive Senior Investment Accounting & Operations Analyst to join our team. This role supports the Managed Separate Accounts (MSA) business and is responsible for overseeing daily investment accounting and operational processes related to securities trading, pricing, custody, and financial reporting. The ideal candidate will bring strong analytical skills, a collaborative mindset, and a passion for process improvement and financial accuracy.
Key Responsibilities
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Protective’s targeted salary range for this position is $75,000 to $100,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Protective Life is seeking a detail-oriented and proactive Senior Investment Accounting & Operations Analyst to join our team. This role supports the Managed Separate Accounts (MSA) business and is responsible for overseeing daily investment accounting and operational processes related to securities trading, pricing, custody, and financial reporting. The ideal candidate will bring strong analytical skills, a collaborative mindset, and a passion for process improvement and financial accuracy.
Key Responsibilities
- Serve as the primary accounting contact for internal stakeholders and external service providers supporting the Executive Benefits business
- Manage daily funding activities and post general ledger entries for investment transactions and expenses
- Reconcile trading activity and funding across internal systems and external investment service providers
- Review and resolve discrepancies in daily holdings, unit reconciliations, and custody reports
- Prepare quarterly financial close entries and reporting packages
- Lead and support process improvement initiatives and new business launches
- Coordinate with investment managers and internal teams on portfolio setups and corporate actions
- Maintain and enhance internal procedures related to investment accounting operations
- Advanced proficiency in Microsoft Excel
- Strong analytical and problem-solving skills
- Excellent communication skills for cross-functional collaboration
- Ability to manage multiple priorities and meet strict deadlines
- Experience with general ledger systems; SAP and investment accounting experience preferred
- Self-motivated and dependable, with leadership qualities and decision-making capabilities
- Bachelor’s degree in Accounting or Finance required
- Master’s degree (Accountancy or MBA) and/or Certified Public Accountant (CPA) designation preferred
- Minimum of 4 years of relevant experience in accounting or finance, ideally in public accounting or insurance
- Project management experience is a plus
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Protective’s targeted salary range for this position is $75,000 to $100,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.
Salary : $75,000 - $100,000