Director, Investments Salary at Upper90 BETA

Our client, a top Life & Annuity Insurance firm, is looking to add a Director, Investment Accounting to their team. This position will oversee the accounting and financial reporting for the company's investment portfolio, ensuring compliance with Generally Accepted Accounting Principles (GAAP) and statutory standards. This role involves leading a team of investment accounting professionals, managing relationships with internal and external stakeholders, and driving continuous improvement initiatives. Key Responsibilities: Lead the Investment Accounting Function: Oversee and direct GAAP and statutory accounting and reporting for all asset classes in the company's consolidated investment portfolio. Financial Reporting: Ensure the accuracy and completeness of monthly, quarterly, and annual reporting of balances relating to investment assets, liabilities, income, and expenses. Collaboration: Work closely with investment operations, financial reporting, tax, treasury, and business unit lead

We are seeking a Director, Investment Accounting for our client, a nationwide leading provider of life, annuity, property and casualty insurance products. This is a leadership role in investment accounting and reporting, responsible for overseeing financial reporting under U.S. Statutory and GAAP standards. This position ensures compliance, supports audits, and provides strategic insights to enhance investment strategies and regulatory processes. Key Responsibilities Lead a team of investment accounting professionals. Oversee accounting, reporting, and compliance for invested assets. Manage month-end, quarter-end, and year-end close processes. Ensure accurate reconciliations and maintain internal controls. Collaborate with asset managers, auditors, and regulatory bodies. Provide strategic recommendations for new investment strategies and operational improvements. Requirements Bachelor's degree in accounting, Finance, or related field. Experience in investment accounting, financial repo

Description The Risk Director, Investment Banking is a leadership role on the Commercial Banking Risk team, which is a front-line unit risk function. The Risk Director will support the investment banking business of Citizens, which includes syndicated loan underwriting and sales & trading; debt and equity securities underwriting and sales & trading, and mergers and acquisitions advisory business that operate within Capital Markets and Advisory. The Risk Director is responsible, along with business unit management, for establishing and monitoring all aspects of material risk related to investment banking. Determines if actions need to be taken to strengthen risk management or reduce risk given performance against the business units risk profile and tolerances. The Risk Director is responsible for developing and maintaining an effective end to end risk management program including risk identification, assessment and quantification, aggregation reporting, monitoring and control improvemen

Overview: Captona is a leading North America-focused investment firm dedicated to the Energy Transition and Decarbonization. With a focus on solar, storage, fuel cell, and RNG assets, Captona pioneers innovative investment strategies that align financial returns with positive environmental impact. Headquartered in New York City, Captona manages $2 billion in enterprise value, owning and operating more than 30 projects across North America. Captona’s diverse portfolio of energy transition assets and strategic partnerships empower businesses and communities to embrace clean energy, driving us towards a sustainable future. We are seeking a highly motivated and experienced professional to join our senior leadership team to lead and manage acquisitions in the power and fuel generation space in the Energy Transition sector. The ideal candidate will have a strong background in deal sourcing and execution, as well as managing team members, with a hands-on approach to identifying, structuring,

The Director of Investment Accounting and Accounting Operations will be responsible for overseeing accounting functions for the New York Jewish Institutions Investment Fund and the UJA Retirement Plan. Additionally, this role will manage accounting operations functions, including preparation of policies and procedures for the accounting department, liaising with internal audit, simplifying and automating processes, and handling special projects. The ideal candidate will possess extensive knowledge of investment accounting, the ability to develop and implement daily accounting processes, and strong problem solving and communications skills. This role will also be accountable to the Chief Investment Officer and work collaboratively with the Investment Office in establishing best practices. Specific duties include: New York Jewish Institutions Investment Fund (JIIF) Responsible for JIIF accounting, reporting, and financial statement preparation Support and liaise with the Investment Offic

Job Description Job Description Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support. PRIMARY FUNCTION: The Managing Director of Investment Strategy is responsible for leading Pitcairn’s strategy for public traded investment solutions while supporting the firm’s asset allocation research. Primary responsibilities include leading the investment relationship efforts to support current and prospective cl

Director of Investment Banking – Healthcare Vertical Expansion Location: Remote (Chicago, New York, Nashville, LA – Hybrid as office is established) Our client is a fast-growing boutique M&A consulting and banking firm with a strong reputation in the industry. They are expanding into strategic markets such as Chicago, New York, Nashville, and Los Angeles and are seeking to hire a Director-level investment banking candidate to lead the development of a new group/practice in these locations. This is a unique opportunity to build a practice from the ground up, particularly in the healthcare sector. Key Responsibilities: Lead and build a new group/practice in a designated market (Chicago, New York, Nashville, or Los Angeles). Develop and maintain relationships with clients, sourcing deals and building the firm's presence in the target geographic areas. Focus on growing the healthcare vertical, particularly expanding beyond the current specialties (aesthetics) into broader areas such as lif

MANAGING DIRECTOR, INVESTMENTS - LA JOB DESCRIPTION Company Background Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach. DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions. Summary We are seeking a Managing Director to help lead the local investment team in developing and implementing the acquisition strategy for new commercial assets and providing oversite of the execution of the investment strategy on the portfolio i