Top Investment Executive jobs in North Carolina

Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)

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Investment Accounting Associate Manager
  • Hispanic Technology Executive Council
  • Charlotte, NC FULL_TIME
  • This role is located in Knoxville, TN and will require in-office work on an occasional basis. This role can be hired at either the CL7 or CL8 level*

    Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation led company with 738,000 people serving clients in more than 120 countries.

    Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song.

    These capabilities, together with our culture of shared success and commitment to creating 360 value, enable us to help our clients succeed and build trusted, lasting relationships. We measure our success by the 360 value we create for our clients, each other, our shareholders, partners and communities.


    The Investment Accounting group is responsible for the accounting and reporting for the client's invested Assets, which includes private equity, hedge funds, commercial residential loans and equity securities. The team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. The team is also responsible for the implementation of new GAAP and STAT accounting standards as it relates to invested assets, establishing the accounting for new transactions or new investment types and management of the risks, controls and audit as it relates to investments and Investment FP&A.

    Key Responsibilities:

    • Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data.
    • Manage the preparation of statement of cash flows for investments.
    • Manage the preparation of certain Investment disclosures for 10Q K and Financial Supplement. These include all Investment, Lending, Fair Value, VIE Footnotes and Investment MD A.
    • Lead in new initiatives for process improvements, in coordination with other areas of the department organization.
    • Manage annual investment related NAIC STAT reporting exhibits, schedules, and disclosures
    • Point of contact and support for the various business unit and corporate controllers.
    • Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance support that ensures the accounting results from these investments are accurately recorded in the client's ledgers across multiple basis GAAP and STAT
    • Support management with ad hoc L R Separation from the client requests

    Basic Qualifications:

    • Minimum of 5 years of experience in Investment Accounting and one or a combination of the following Insurance, Financial Services, and or Finance Accounting


    Preferred Skills Qualifications:

    • Bachelor's degree with a major in a quantitative field e.g., Finance, Accounting, Math, Statistics advanced degree or CPA a plus
    • Experience in accounting and reporting for investments
    • Knowledge of fixed income and equity securities.
    • Strong knowledge and experience of financial instruments, including fixed income and equity securities, loans, alternative investments, and more
    • Strong knowledge and experience of GAAP accounting pronouncements, US GAAP and US insurance statutory disclosure and reporting requirements for invested assets
    • Experience in controllership or financial reporting role at a public company insurance sector experience a plus
    • Strong people team management skills experience required
    • Experience developing executive level presentation materials
    • Experience working with diverse cultures across US regions


    Professional Qualifications:

    • Comfort with uncertainty and fluidity, and can work in an agile manner
    • Strong written and oral communication skills
    • Superior organizational skills and ability to multitask with a variety of systems and processes to meet competing deadlines
    • Highly motivated, attention to details, strong quantitative and analytic skills
    • Strong analytical and critical problem solving skills
    • Ability to manage a broad range of stakeholders
    • Self starter, and a team player with ability to communicate with teams with various backgrounds

    Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in Albany County, NY, California, Colorado, New York City or Washington as set forth below.

    Role Location Annual Salary Range

    California $73,000 to $168,600

    Colorado $73,000 to $145,700

    New York - Albany $67,600 to $134,900

    New York City $84,500 to $168,600

    Washington $77,700 to $155,100

    What We Believe

    We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.

    Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities.

    Equal Employment Opportunity Statement


    Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.


    All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.


    Accenture is committed to providing veteran employment opportunities to our service men and women.


    For details, view a copy of the


    Requesting An Accommodation


    Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.


    If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an or speak with your recruiter.


    Other Employment Statements


    Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.


    Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.


    Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.


    The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

    NC - Charlotte, NC - Raleigh, TN - Louisville, TN - Nashville

     

  • 21 Days Ago

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Investment Executive
  • Fifth Third Bank
  • Chapel Hill, NC FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Accountable for ...
  • 13 Days Ago

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1099 Sales Executive (Medical Device)
  • Top Tier Reps LLC
  • Raleigh, NC FULL_TIME
  • Salary: Commission-based with a performance bonusMedical device sales representatives are responsible for selling medical equipment to hospitals, health systems, doctor's offices, and clinics, Respons...
  • 16 Days Ago

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Client executive
  • Hispanic Technology Executive Council
  • Charlotte, NC FULL_TIME
  • Why WWT? At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT...
  • 28 Days Ago

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Client Executive - CARVA
  • Hispanic Technology Executive Council
  • Charlotte, NC FULL_TIME
  • Why WWT? At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT...
  • 28 Days Ago

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Investment Accountant
  • Western Carolina University
  • Cullowhee, NC FULL_TIME
  • The primary location of this position is the main Cullowhee, NC campus. Reporting to the University Controller, the University is seeking an organized, detail-oriented individual to lead various activ...
  • Just Posted

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Investment Associate
  • Dolan McEniry Capital Management, LLC
  • Chicago, IL
  • Dolan McEniry Capital Management, a Chicago based investment management company, is looking to hire an entry-level, fixe...
  • 3/28/2024 12:00:00 AM

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Investment Associate
  • JW Michaels & Co.
  • Our client, a growing long/short equity investment firm with ~$1b AUM, is currently seeking an Investment Associate/Anal...
  • 3/27/2024 12:00:00 AM

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Investment Associate
  • Spencer Ogden
  • Minneapolis, MN
  • Job Title: Private Equity Investment Associate Location: Minnesota Overview: As a Private Equity Investment Associate ba...
  • 3/26/2024 12:00:00 AM

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Investment Executive.
  • Fifth Third Bank
  • Effingham, IL
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? ...
  • 3/26/2024 12:00:00 AM

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Investment Associate
  • Keyframe
  • New York, NY
  • To be considered for this job, you must fill out this form: https://airtable.com/appzdfLdfNdv6tK2K/shrL66fe36jDW5GiQ Abo...
  • 3/25/2024 12:00:00 AM

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Senior Investment Executive
  • Cetera Investment Services LLC
  • Du Bois, PA
  • We are looking for a motivated individual to fill the role of a Senior Investment Executive for Farmers National Investm...
  • 3/24/2024 12:00:00 AM

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Investment Associate
  • Riverview
  • Vancouver, WA
  • You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will f...
  • 3/24/2024 12:00:00 AM

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Investment Associate
  • Helmsley
  • New York, NY
  • Organization The Leona M. and Harry B. Helmsley Charitable Trust ("Helmsley") is a global philanthropy driven by a visio...
  • 3/24/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$363,341 to $745,958

Top Investment Executive in Monroe, LA
It takes approximately fifteen years of experience in order to reach the level of ability required to be among the top investment executives.  Educationally a bachelors degree is required to work in this position with a background in financial services such as accounting or banking, administrative and managerial duties enabling for better job performance.
December 13, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019