Associate, Investment Accounting & Reporting


Date: Jul 11, 2019

Location: Jersey City, NJ, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of


Investment Accounting & Reporting is responsible for leadership and management within the Investment Accounting area, including our co-sourcing team. Performs a variety of duties including accounting and reporting of the Investments within NY Life’s investment portfolios on a U.S. GAAP and Statutory basis, financial performance reporting and assisting in the implementation of investment accounting policy. In this capacity, the role helps to ensure that all relevant reporting is accurate and compliant with internal and external accounting policies and standards/regulations. The role also provides financial analysis that explains and supports the reported results

Key Responsibilities

  • Prepare, analyze, and review financial reporting deliverables of NY Life’s Investment portfolio including Senior Management reporting, Investment Committee reporting, GAAP Notes/Disclosures, Statutory Blue Books and Statutory Notes/Disclosures.
  • Manage day-to-day responsibilities, perform self-review, and communicate status timely to managers.
  • Review financial reporting for internal (Controller, CFO, Business Units and Investment Committee) and external (Regulatory) clients.
  • Take initiative to assist team in all capacities including assisting senior associates/managers in various projects or ad-hoc tasks and providing support to offshore team.
  • Coordinate and liaise with shared services on the preparation and delivery of investment related data
  • Ensure SOX compliance including developing, documenting, testing, and reviewing controls and procedures.
  • Assist in the implementation and maintenance of Investment Accounting Policy in accordance with GAAP and Statutory standards/regulations.



  • Bachelor's Degree in Accounting or Finance
  • Minimum of two years of experience in accounting or finance.
  • Demonstrated ability to work independently and multi-task in a highly productive environment.
  • Strong oral and written communication skills.
  • Strong interpersonal and self-motivating skills
  • Team oriented. Awareness and desire to help. Ability to work in a fast-paced environment and shift priorities as necessary
  • Proficient in Microsoft Excel, Word, Access, and PowerPoint. SAP/Sharepoint (preferred)



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