Protective Life · 1 day ago
Senior Investment Accounting & Operations Analyst
Birmingham, AL
Full-time
Onsite
Mid, Senior Level
$75K/yr - $100K/yr
4+ years expProtective Life is seeking a detail-oriented and proactive Senior Investment Accounting & Operations Analyst to join their 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.
FinanceFinancial ServicesInsurance
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
Qualification
Required
Bachelor's degree in Accounting or Finance required
Minimum of 4 years of relevant experience in accounting or finance, ideally in public accounting or insurance
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
Preferred
Master's degree (Accountancy or MBA) and/or Certified Public Accountant (CPA) designation preferred
Project management experience is a plus
Benefits
Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Company
Protective Life
Protective is a holding company, whose subsidiaries provide financial services
1001-5000 employees
H1B Sponsorship
Protective Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (3)
2022 (1)
2020 (3)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-04Acquired
2002-10-04IPO
Leadership Team
Richard Bielen
President and Chief Executive Officer
Paul Wells
Chief Financial Officer
Recent News
Business Wire
2026-01-05
Company data provided by crunchbase