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Aspida · 1 week ago

Sr. Investment Accountant

Durham, NC

Full-time

Hybrid

Senior Level

5+ years exp

Aspida is a tech-driven insurance carrier focused on providing secure retirement solutions and annuity products. The Senior Investment Accountant will support the business by providing accounting and financial reporting for the company’s investment portfolio, requiring strong communication skills and problem-solving abilities in a fast-paced environment.

FinanceFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Maintain our portfolio in the investment reporting system (Clearwater) to accurately account for the company’s investments

Reconcile Clearwater against bank custodian records and Ares investment systems each month and direct any necessary adjustments to correct issues

Support the completion of investment schedules for financial reporting and analysis

Perform reporting for mortgage loans and assess income results for accuracy

Onboard new asset classes and new portfolios as needed

Qualification

Investment accountingFinancial reportingAdvanced ExcelFinancial modelingMBA / CPA / CFAAnalytical skillsPowerPointFinance experienceProblem-solvingCollaboration

Required

BA /BS in business, finance, or related degree

Solid technology skills including advanced Excel and PowerPoint

Excellent analytical, problem-solving, and financial modeling skills

Collaborative approach based on the ability to listen and value others' opinions

5+ years of relevant finance experience, preferably in insurance or financial services

Preferred

MBA / CPA / CFA preferred

Benefits

Relocation available

Full Benefits Package Available

Company

Aspida

We’re Aspida – a tech-leading, agile insurance company that provides life and annuity solutions with speed, simplicity, and security to enhance well-planned retirement and wealth management strategies.

Founded in 2015

Durham, North Carolina, USA

51-200 employees