Investment Accounting Analyst Insurance Portfolio

last updated May 30, 2026 19:15 UTC

Protective

HQ: Hybrid

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The work we do affects millions of lives, and you can play a role in it. We help protect our customers from life’s uncertainties. No matter where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Join Protective’s Investment Accounting team and support an $80B investment portfolio within a stable, well-established insurance organization. This position is ideal for an accountant with a strong foundation in GAAP who is ready to specialize in investment and insurance accounting.

You’ll gain hands-on experience with fixed income investments, complex financial data, and statutory reporting, working closely with accounting, investment operations, and asset management partners. It’s a great next step for someone who wants to move from general accounting into a long-term investment accounting career path.

**Key Responsibilities:**
– Perform investment accounting activities supporting month-end close, including reconciliations, data validation, and variance analysis.
– Ensure investment data accuracy and integrity in Protective’s accounting systems and reporting tools.
– Support GAAP and statutory financial reporting, including quarterly and management reporting deliverables.
– Partner with accounting, investment operations, asset management, and accounting policy teams to resolve data and reporting issues.
– Assist with onboarding new investment assets and ensure accurate system setup and reporting alignment.
– Support the implementation of new accounting standards and regulatory reporting requirements.
– Identify opportunities to improve processes, automate tasks, and increase efficiency within investment accounting workflows.
– Participate in system testing, enhancements, and special projects related to investment accounting platforms.
– Create and maintain process documentation to support consistency, controls, and scalability.
– Support ad hoc reporting, analysis, and cross-training across the team.

**Core Competencies (Skills, Knowledge, & Abilities):**
– Working knowledge of investment accounting or securities accounting concepts.
– Understanding of fixed income investments and financial instruments; derivatives experience is a plus.
– Knowledge of GAAP; statutory accounting experience preferred.
– Strong analytical skills and the ability to work accurately with large datasets.
– Advanced Excel skills, including pivot tables, lookups, and data analysis.
– Ability to manage multiple priorities in a deadline-driven environment.
– Strong attention to detail and problem-solving skills.
– Excellent communication and collaboration skills across cross-functional teams.
– Ability to take ownership and see projects through to completion.

**Minimum Requirements:**
– Bachelor’s degree in Accounting from an accredited university (Master’s is a plus).
– 3+ years of accounting experience.
– Proficiency in Microsoft Excel and the Microsoft Office suite.
– Technical proficiency with accounting systems and an understanding of system and process flows.
– Ability to work effectively with cross-functional teams both inside and outside the organization.

**Preferred Qualifications:**
– Experience in investment or insurance accounting.
– Experience with insurance industry accounting, including statutory reporting.
– Experience with PAM or a similar investment accounting system.
– CPA certification or progress toward CPA.
– Experience supporting system implementations, process improvements, or automation efforts.
– Demonstrated curiosity and commitment to continuous learning.

This role offers targeted compensation of $78,000 to $90,000 per year. Actual pay may vary based on factors such as location, skills, and experience. The range is part of Protective’s total compensation package and the position may also include additional incentive opportunities based on individual and company performance.

The internal title for this role is Analyst II General Accounting.

#LI-AP1

**Employee Benefits:**
We support employee and family wellbeing with a comprehensive benefits program. In addition to health, dental, and vision insurance, we offer mental health benefits and an employee assistance program. Work-life balance matters, and Protective offers paid time off benefits such as paid time off, paid parental leave, short-term disability, and a cultural observance day. Financial wellbeing is also supported through contributions to healthcare accounts, a pension plan, and a 401(k) plan with company matching. Employees are encouraged to participate in ProHealth Rewards, Protective’s platform that helps improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary depending on the role and plan terms.

**Accommodations for Applicants with a Disability:**
If you need an accommodation to complete the application and recruitment process due to a disability, email eric.hess@protective.com. This information will be kept confidential and used only to determine an appropriate accommodation for the process. Please note this email is only for individuals with disabilities requesting accommodations; general employment questions should not be submitted through this method.

Protective is an equal opportunity employer committed to inclusion and to attracting, retaining, and growing an inclusive workforce.

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To apply for this job, please visit the application page

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