Investment Portfolio Manager, Sr. jobs in Saint Petersburg, FL

Description

Location: St. Petersburg, FL or West Palm Beach, FL

Company Overview:

At Vault, we are not just insuring assets. We are reducing risks with data-driven technology to Protect What Matters Most to our customers.

Our team is driven by a shared commitment to protect customers’ most prized possessions. We look at the bigger picture to provide custom solutions, exceptional service, and risk management to protect their legacy proactively.

We are seeking a highly skilled and experienced Sr. Investment & Insurance Capital Accountant to join our team. The ideal candidate will have strong knowledge of STAT and GAAP accounting standards.

Why Choose Vault:

o 46% of our workforce was referred by someone at Vault

o 37% growth rate in staff since December 2021

o Our Financial Strength is rated an A- by AM Best

o Rated 4.5 stars based on our customer experience reviews

o Our leaders are respected innovators with decades of insurance expertise

o Vault’s proprietary technology allows for enhanced capabilities, speed, and efficiency

o Leading high-net-worth insurance provider with a foundation in customized solutions

o Comprehensive benefits tailored to your lifestyle 

Responsibilities:

- Manage investment and insurance accounting processes, including journal entries, reconciliations, and financial reporting

- Ensure compliance with accounting standards and regulations

- Analyze financial data and provide insights to management

- Collaborate with cross-functional teams to support business objectives

- Develop and maintain relationships with external stakeholders, including auditors and regulators

- Participate in the development and implementation of accounting policies and procedures

- Provide guidance and mentorship to junior team members

Requirements:

- Bachelor's degree in Accounting or Finance

- 3-5 years of experience in investment and insurance accounting

- Strong knowledge of GAAP and IFRS accounting standards

- Excellent analytical and problem-solving skills

- Ability to work independently and as part of a team

- Strong communication and interpersonal skills

- Proficiency in Microsoft Excel and other accounting software

Benefits: 

o Flexible Spending Accounts & Health Savings Account, with company contributions 

o Company-paid comprehensive life & disability insurance plans 

o 24/7 Telehealth doctor access, virtual wellness screenings, Employee Assistance Programs 

o Company 401k retirement plan with Day 1 eligibility (5% company match, 100% immediate vesting)

o 23 PTO days, accrued yearly

o 11 Paid holidays

Vault is committed to providing equal opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.