Investment Company Secretary in legal affairs offering quality services to investment trusts while ensuring compliance and efficient operations. Collaborating with boards for strategic oversight and corporate governance.
About the role
- Executive Director overseeing investment accounting and cash management activities at Trustmark. Responsible for statutory and GAAP investment reporting, and technical authority in investment accounting.
Responsibilities
- Provide strategic leadership over investment accounting and cash management activities
- Oversee the outsourced investment accounting provider and accountability for STAT and GAAP investment reporting
- Serve as a technical authority within insurance investment accounting
- Foster and sustain strategic partnerships with the outsourced investment accounting provider and internal stakeholders
- Monitor procedural processes to assure accuracy and timely completion of deliverables
- Oversee the configuration and integration of new investment vehicle strategies
Requirements
- B.S. Degree in Accounting or Finance
- Strong understanding of investment accounting principles
- Minimum of 10+ years of investment accounting, reporting, and analysis experience or 7-10 years of public accounting experience
- Minimum of 5-7 years of management experience
- Ability to work well with external auditors
- Excellent customer service skills
- Excellent analytical and problem-solving skills
- Proficiency in MS Office required, particularly using Excel and Word
Benefits
- Health/dental/vision
- Life insurance
- FSA and HSA
- 401(k) plan
- Employee Assistant Program
- Back-up Care for Children, Adults and Elders
- Health and wellness initiatives
- Wellness program
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