What are the responsibilities and job description for the Investment Analyst III (Contract) position at CSAA Insurance Group, a AAA Insurer?
A contractor-position for an Investment Analyst III is open at CSAA Insurance Group!
CSAA Insurance Group, a AAA insurer, offers automobile, homeowners and other personal lines of insurance to AAA Members through AAA clubs in 23 states and the District of Columbia.
Founded in 1914, we have been rated “A” or better by A.M. Best for more than 90 years and are one of the top personal lines property casualty insurance groups in the United States, according to the National Association of Insurance Commissioners.
Benefit options available depending on contract factors and upon meeting requirements.
This role will be responsible for recording, reconciling, and balancing complex financial transactions related to investment portfolios. The Investment Accountant III will play a key role in ensuring the accuracy and integrity of financial reports, applying company policies and procedures, and providing analytic support for accounting projects. This individual will work collaboratively with both internal and external contacts, provide coaching to lower-level staff, and serve as a resource to management on complex accounting issues.
RequiredProfessional demeanor with ability to interact with employees, vendors and managementRequiredStrong analytical and problem-solving skills, with the ability to work under pressure and meet deadlinesRequiredAdvanced Excel skillsRequiredStrong attention to detail and accuracy; takes analytical approach to solving problems.RequiredProductive contributor with minimum instruction on day-to-day duties.RequiredAbility to apply internal controls and accounting standards to ensure accurate and compliant financial reporting
Required/PreferredMinimum Years of ExpCommentsRequired7-9 yearsin areas such as investment management, investment operations, investment performance monitoring and risk managementRequired Process improvement; skills around SQL and other computer languagesPreferred Princeton Financial / PAMPreferred Oracle
Tundra Technical Solutions (the operator of this Talent Community) is a global leader of contingent talent services. Our success and our clients’ success are built on a foundation of service excellence. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristic. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Unincorporated LA County workers we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment client provided property, including hardware (both of which may include data) entrusted to you from theft, loss or damage; return all portable client computer hardware in your possession (including the data contained therein) upon completion of the assignment, and; maintain the confidentiality of client proprietary, confidential, or non-public information. In addition, job duties require access to secure and protected client information technology systems and related data security obligations.
QUALIFICATION/LICENSURE
Work Authorization Green Card, US Citizen
Preferred Years Of Experience 7 Years
Travel required No travel required
Shift timings 8 AM to 5 PM
CSAA Insurance Group, a AAA insurer, offers automobile, homeowners and other personal lines of insurance to AAA Members through AAA clubs in 23 states and the District of Columbia.
Founded in 1914, we have been rated “A” or better by A.M. Best for more than 90 years and are one of the top personal lines property casualty insurance groups in the United States, according to the National Association of Insurance Commissioners.
Benefit options available depending on contract factors and upon meeting requirements.
This role will be responsible for recording, reconciling, and balancing complex financial transactions related to investment portfolios. The Investment Accountant III will play a key role in ensuring the accuracy and integrity of financial reports, applying company policies and procedures, and providing analytic support for accounting projects. This individual will work collaboratively with both internal and external contacts, provide coaching to lower-level staff, and serve as a resource to management on complex accounting issues.
- Investment Accounting Oversee the accounting and reporting for various investment portfolios, including fixed income, equity, and alternative investments. Ensure accurate recording of all transactions, including acquisitions, dispositions, income recognition, and valuations. Ensure compliance with relevant accounting standards and regulations. Maintain up-to-date knowledge of investment accounting practices, financial regulations, and reporting requirements.
- Monthly and Quarterly Reporting Prepare monthly, quarterly, and annual financial statements related to investments, ensuring accuracy and compliance with NAIC SSAP (Statement of Statutory Accounting Principles), GAAP (Generally Accepted Accounting Principles) or other regulatory requirements.
- Reconciliations Perform monthly reconciliation of investment accounts and ensure that all discrepancies are resolved promptly. Work closely with custodian banks and other external partners to ensure data accuracy.
- Audit Support Assist in audit processes by preparing schedules, providing documentation, and responding to audit queries. Ensure that financial statements and records are accurate and audit-ready.
- Collaboration Work closely with the investment management, operations, and reporting teams to ensure smooth communication and alignment on investment activities. Act as a key resource for internal stakeholders and provide expertise in investment accounting.
- Information Exchange & Communication Provide, acquire, and exchange information of all levels of complexity with internal and external contacts, ensuring clear and accurate communication across all parties.
- Process Improvement & Efficiency Contribute to the identification and implementation of process improvements in the accounting function, ensuring that workflows are efficient, accurate, and aligned with company objectives.
RequiredProfessional demeanor with ability to interact with employees, vendors and managementRequiredStrong analytical and problem-solving skills, with the ability to work under pressure and meet deadlinesRequiredAdvanced Excel skillsRequiredStrong attention to detail and accuracy; takes analytical approach to solving problems.RequiredProductive contributor with minimum instruction on day-to-day duties.RequiredAbility to apply internal controls and accounting standards to ensure accurate and compliant financial reporting
- Key technologies MS Office Productivity Software (word, PowerPoint, excel, etc.). Oracle and Princeton Asset Management desired
Required/PreferredMinimum Years of ExpCommentsRequired7-9 yearsin areas such as investment management, investment operations, investment performance monitoring and risk managementRequired Process improvement; skills around SQL and other computer languagesPreferred Princeton Financial / PAMPreferred Oracle
Tundra Technical Solutions (the operator of this Talent Community) is a global leader of contingent talent services. Our success and our clients’ success are built on a foundation of service excellence. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristic. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Unincorporated LA County workers we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment client provided property, including hardware (both of which may include data) entrusted to you from theft, loss or damage; return all portable client computer hardware in your possession (including the data contained therein) upon completion of the assignment, and; maintain the confidentiality of client proprietary, confidential, or non-public information. In addition, job duties require access to secure and protected client information technology systems and related data security obligations.
QUALIFICATION/LICENSURE
Work Authorization Green Card, US Citizen
Preferred Years Of Experience 7 Years
Travel required No travel required
Shift timings 8 AM to 5 PM
