Senior Manager, Investment Accounting Data Systems & Analysis chez EquiTrust Life Insurance Company

Posting Title: Senior Manager, Investment Accounting Data Systems & Analysis
Location: Chicago, IL (Mostly Off-Site)
Employment Type: Full-time
Salary Range: $114,837.00-$157,901.00

About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

How You’ll Contribute:
As a Senior Manager, Investment Accounting Data Systems & Analysis, you will lead efforts to ensure the accuracy, integrity, and usability of investment accounting data that supports our growing portfolio of public and private investments. You will partner closely with Investment Accounting, Front Office, Middle Office, Financial Planning & Analysis, and technology partners to design scalable systems, implement governance frameworks, and deliver accurate reporting for internal stakeholders and external regulators.

We are looking for a leader who is passionate about data, brings strong technical and financial expertise, and thrives in fostering collaboration across diverse teams.

What You’ll Do:

• Lead and develop a high-performing team, including hiring, coaching, performance management, and succession planning.

• Translate business needs into data-driven system designs, ensuring scalability, integration, and quality.

• Oversee the reconciliation and integrity of data from systems such as State Street (PAM for Investments), BlackRock Aladdin, Rivitt, and Bloomberg.

• Design and implement solutions for business intelligence, reporting, and predictive analytics.

• Drive adoption of data governance frameworks, standards, and quality processes.

• Partner with stakeholders across Legal, Information Security, IT, and Investments to support compliance and strategic initiatives.

• Lead change management within the Accounting & Finance department to streamline processes and improve reporting.

• Develop and optimize ETL processes, SQL queries, and automation for reconciliation and validation.

• Support external reporting to regulators and rating agencies with accuracy and timeliness.

• Contribute to a culture of inclusion, collaboration, and continuous improvement

What You’ll Bring:

Education:

• Bachelor’s degree required.

• Preferred: Degree in Data Analytics, Finance, or related field; Master’s degree in Finance or Data Analytics

Experience:

• Minimum 7 years in financial services, with expertise in investment management or operational roles.

• Minimum 7 years in data systems analysis/architecture with contributions to data governance frameworks.

• Strong knowledge of investment accounting and operations systems.

• Advanced proficiency with SQL, PowerBI, and/or Tableau.

• Preferred: Insurance industry experience, detailed understanding of investment asset classes, and 3+ years in a managerial role

Knowledge, Skills, and Abilities:

• Strong oral, written, and presentation skills; able to communicate clearly across business and technical teams.

• Expertise in SQL, ETL, data modeling, and governance principles.

• Familiarity with NAIC statutory accounting principles and reporting requirements.

• Experience with Aladdin, PAM, Bloomberg, and similar platforms.

• Strong problem-solving, critical thinking, and analytical skills.

• Advanced Excel and Microsoft Office skills.

• Ability to balance independent initiative with teamwork and collaboration.

• Commitment to accuracy, detail, and meeting deadlines under pressure.

• A people-first leadership style that values inclusivity, mentorship, and collaboration.

Physical Requirements:

• Primarily office-based with standard computer use.

• Ability to sit, talk, and hear for extended periods.

• Occasional walking, standing, and light lifting (under 20 lbs).

• Infrequent travel (less than 15%)

Where You’ll Work:

• Location: Chicago, Illinois
• Work Arrangements: Mostly Off-Site
• Travel Requirements: Infrequent (less than 15%)

Compensation and Pay Philosophy: 
The pay range for this role is $114,837.00-$157,901.00. This reflects the expected compensation for the position at the time of posting. The final offer will be based on factors such as the candidate’s experience, qualifications, geographic location, and internal equity, and may be higher or lower than the posted range. The pay range is subject to change in the future in accordance with applicable laws. EquiTrust is committed to fair and competitive compensation that considers individual and organizational needs.  

Total Rewards:
In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including: 

• Medical, Dental & Vision coverage:
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers. 

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