Investment Accounting Analyst at American Equity

At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY.

GENERAL PURPOSE OF THE JOB:   

The Investment Accounting Analyst is responsible for assisting with accounting, reporting and analysis over the Fixed Income and equity securities investment portfolios of American Equity Investment Life Holding Company and its affiliates and subsidiaries.  The incumbent participates in the monthly accounting close process and assists with NAIC rating processes and filings.

  **This position is based out of West Des Moines, IA and will work an on-site hybrid schedule** 

ESSENTIAL DUTIES AND RESPONSIBILITIES:  

• Assists with tracking and executing required NAIC filings including, but not limited to, VOS, Private Letter, Sub-1 and Sub-2 filings.
• Works with third parties to gather required documentation for NAIC filing submissions.
• Works closely with Company’s third-party accounting service providers to ensure reporting of investments is performed accurately and timely.
• Works effectively to provide necessary information, reports and analysis for internal/external auditors, internal controls and FP&A.
• Perform ad hoc reporting and other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

None required for this position.

EDUCATION AND/OR EXPERIENCE:  

• Bachelor’s degree from a four-year credited college or university in Accounting, Finance or related field of study.
• Prior experience and proficiency with MS Excel and SharePoint.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:

CPA desirable, but not required.

KNOWLEDGE, SKILLS AND ABILITIES:   

• Strong organizational and planning skills.
• Strong verbal and written communication skills.
• Proficiency with MS Excel and SharePoint.
• Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
• Ability to establish effective working relationships with internal and external parties at all levels.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Strong attention to numeric and other detail; ability to work with mathematical concepts and apply to practical situations.
• Strong systems aptitude.
• Ability to identify process improvements that create efficiencies and improve work product.

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