Investment Accounting & Reporting Associate Director
Not Disclosed•Full-TimeHybrid
location_onInterstate 80 East, Parsippany-Troy Hills, Morris County, New Jersey, 07054, United States
About the Team
Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Accounting & Reporting Associate Director to join the Investment Administration and Accounting (IAA) team. Located in our Parsippany, NJ office, the IAA team operates as a global function within Zurich Investment Management.
At IAA, expertise and quality are the foundations of everything we do. As the investment landscape grows more complex and technology rapidly evolves, we rely on deep technical competence, strong analytical capability, and a commitment to excellence to deliver high-quality outcomes. Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to our partners and stakeholders.
We are responsible for ensuring the accuracy, transparency, and governance of investment accounting, valuation, and reporting activities across the organization. We safeguard the integrity of investment data, ensure compliance with regulatory and audit requirements, and deliver insights that shape strategic portfolio and business decisions. Through this critical work, our team plays a central role in strengthening the reliability and credibility of investment information enterprise-wide. We are continuously enhancing and standardizing our processes across regions, leveraging technology, automation, and cross-team collaboration to drive efficiency and build operational resilience.
As a trusted partner to Investment Management, Finance, and Operations, we are committed to delivering reliable, transparent, and high-quality investment information that supports effective decision-making across the company.
About the Role
This role serves as a senior technical accounting contributor and a trusted partner to the business. You will lead and oversee investment subledger activities, ensuring accurate configuration and operation of system processes while executing and reviewing monthly close and reporting cycles. As the escalation point for complex issues, you will perform advanced reviews, interpret root cause analyses, and drive corrective actions to maintain the highest standards of accuracy.
You will apply strong knowledge of IFRS, US Statutory (NAIC), US GAAP, and US Tax principles to analyze instrument behavior, validate results, and address audit or reporting inquiries. Beyond technical execution, you will drive digitalization and automation initiatives using tools such as Power BI, Power Automate, Python, and AI agents to enhance data accuracy, timeliness, and operational productivity. You will also provide technical coaching and guidance to Associates and Senior Associates, fostering capability growth and ensuring consistent application of accounting policies and control standards across the team.
Why Zurich?
At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers.
Equal Opportunity Employer
Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy, or other characteristics protected by applicable law. We are an Equal Opportunity Employer for disability/vets.
Application Instructions
Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.
Work location
Work model: Hybrid
Interstate 80 East, Parsippany-Troy Hills, Morris County, New Jersey, 07054, United States
Parsippany-Troy Hills, New Jersey
Key Responsibilities
- check_circleLead and oversee investment subledger activities and security accounting processes
- check_circleApply IFRS, US GAAP, and US Tax principles to analyze instrument behavior and validate results
- check_circleDrive digitalization and automation using Power BI, Python, and AI agents to enhance operational productivity
- check_circleDevelop and maintain internal controls and quality assurance processes for risk mitigation
- check_circleProvide technical coaching and guidance to Associates to strengthen analytical capabilities
- check_circleServe as escalation point for complex issues and drive root cause analysis and corrective actions
- check_circleExecute and review monthly close and reporting processes for internal and external stakeholders
- check_circlePrepare and review NAIC statutory investment schedules ensuring compliance with evolving requirements
- check_circlePrepare and validate US Tax reporting data ensuring accurate tax basis calculations and IRS compliance
- check_circleLead cross-functional improvement initiatives to strengthen reporting quality and internal controls
Requirements
- verifiedBachelor's Degree in Investment Accounting or Finance with 5+ years experience OR High School Diploma with 7-10+ years experience
- verifiedDemonstrated knowledge of IFRS, US Statutory, and US Tax accounting principles
- verifiedProficiency in Excel, Power BI, Tableau, SAP, BW, or investment subledger platforms
- verifiedKnowledge of fixed income, structured products, private debt, and alternative assets
- verifiedProficiency in Python, Power Automate, or AI agents
- verifiedCPA, CA, ACCA, or CFA designation preferred
- verified2+ years post-qualified accounting experience preferred
- verifiedPublic accounting experience preferred
- verifiedWork authorization required (US compliance with 18 U.S. Code § 1033)
Nice to Have
Professional accounting designation (CPA/CA/ACCA or equivalent), 2+ years of post-qualified accounting or investment accounting experience, public accounting experience, CFA designation, proficiency with SAP, BW, or other investment subledger/reporting platforms, demonstrated knowledge of fixed income, structured products, private debt, and alternative assets, proficiency in data analytics using tools such as Excel and business intelligence platforms (e.g., Power BI, Tableau), strong problem-solving and decision-making abilities, strong written and verbal communication skills, and strong motivation to stay current with emerging technologies including AI.
Benefits & Perks
check_circleShort-term incentive bonus eligibility set at 15%
