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Tier-1 brand, metro location, and common operations title increase candidate pool.
Role requires investment finance controls and CA/CPA, limiting transferability across industries.
CA/CPA plus reconciliation and controls expertise create moderate screening without strict years requirement.
Manage end-to-end investment finance processes including data aggregation, reconciliations, accounting, and reporting for securities, mortgages, derivatives, etc.
Support regulatory compliance and financial disclosures such as NAIC and RBC frameworks.
Leverage automation and AI tools to enhance accuracy and efficiency in a high-volume, time-sensitive operational environment.
CA/CPA qualification mandatory.
Strong finance operations and control process knowledge required.
Proficiency in AI-powered tools like Microsoft Copilot, Power Automate, and cloud platforms is required.
Work Experience Required: Not explicitly mentioned in the JD.
Experienced in handling investment portfolio accounting and reconciliations within regulated financial services.
Capable of working under deadline pressure in a high-control and high-volume environment using automation for efficiency.
Skilled in stakeholder communication and process governance in finance operations.