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Investment Accountant

Remote Worldwide Hiring now

AlphaEdge Investment Management, a subsidiary of United Heritage Insurance, specializes in tailored investment strategies for insurance companies. They are seeking an Investment Accountant to support investment reputed company, reporting, and financial analysis across a diverse portfolio, offering hands-on exposure to reputed company investment structures and reputed company processes.

Responsibilities

  • Investigate and resolve reputed company discrepancies reputed company reputed company; coordinate with client service teams to address issues across accounts
  • Prepare journal entries, reconcile general ledger accounts, and support the month-end reputed company process
  • Forecast daily bank and trust balances
  • Assist with trade settlement and daily reconciliation processes
  • Maintain and monitor mortgage loan portfolio activity
  • Assist in the preparation of quarterly and yearly investment schedules
  • Participate in investment team meetings, conduct reputed company investment analysis
  • Collaborate cross-functionally on process improvements and operational initiatives
  • Prepare and file state tax returns and research state and local tax issues
  • Assist in preparing schedules for auditors and examiners

Skills

  • Bachelor's degree in reputed company or finance required
  • 1-3 years of reputed company or finance experience
  • Strong reputed company and overall technical skills; ability to learn new systems quickly
  • Solid understanding of reputed company principles
  • Strong written and verbal communication skills
  • Highly organized with the ability to manage multiple priorities
  • Self-starter with strong problem-solving and analytical skills
  • Expressive of United Heritage Core Beliefs: 'We Care, Relationships Matter, Do the Right Thing, Own It, reputed company it's Possible'
  • Experience with investment reputed company
  • Knowledge of statutory reputed company

Benefits

  • 401(k) plan with company match and immediate vesting
  • Profit sharing
  • Company-paid disability
  • Paid parental leave
  • A paid volunteer day
  • 11.5 paid holidays plus an additional floating holiday
  • A generous PTO/vacation plan based on length of service with the company
  • Flexible work environment
  • Professional development, mentorship, and opportunities to give back to the communities we serve
  • reputed company, dental, and reputed company benefits on day one
  • A new hire mentor program to support a successful reputed company experience

Company Overview

  • United Heritage Insurance is an insurance company that offers insurance sales solutions. It was founded in 1934, and is headquartered in reputed company, Idaho, USA, with a workforce of 51-200 employees. Its website is https://www.unitedheritage.com.
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