Ceres Life Insurance Company
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Investment Accounting & Reporting Lead
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Ceres Life Insurance Company Continue with Google Continue with Google 1 week ago Be among the first 25 applicants Join to apply for the
Investment Accounting & Reporting Lead
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Ceres Life Insurance Company Company Overview
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Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as New Westaim. This partnership fuels a vision to provide innovative, customized financial solutions in the alternative credit and insurance space, expanding opportunities for growth and client impact. Company Overview
Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as New Westaim. This partnership fuels a vision to provide innovative, customized financial solutions in the alternative credit and insurance space, expanding opportunities for growth and client impact.
Salem Group Holdings, LLC (SGH) was formed as part of the insurance side of the New Westaim strategy and is the parent company to Ceres Life Insurance, a fast-growing, forward-thinking annuity carrier startup dedicated to securing financial futures for clients through innovative annuity solutions. The Ceres Life Insurance mission is to enable individuals to retire with peace of mind and dignity by combining advanced technology, top-tier talent, and strong vendor partnerships to provide exceptional support and service.
At SGH and Ceres Life Insurance, we are deeply committed to fostering a positive, client-centered culture. Through our Digital Contact Center, we deliver exceptional, personalized support that empowers clients to take control of their financial journey. Our approach focuses on proactive solutions, self-service tools, and collaborative client relationships to help individuals reach their financial goals and retire confidently.
Job Summary
We are seeking an Investment Accounting and Reporting Lead (“IARL”) who will report to the CFO of SGH and Ceres Life. The IARL will assist the Controller in the development and implementation of accounting policies to guide investment reporting for Ceres Life under SAP, GAAP, and IFRS standards. The IARL will also be responsible for the development of investment forecasts for Ceres Life, to support activities of the Actuarial, FP&A and Risk functions. The ideal candidate will have a strong knowledge of investment products and structures, as well as accounting and finance skills.
Key Responsibilities
Develop and maintain the investment accounting policies of Ceres Life, with a focus on compliance with all applicable accounting and financial guidelines and regulations.
Function as an internal technical expert on accounting standards developed by the NAIC, FASB and IASB, as well as risk-based capital standards developed by the NAIC. Monitor and analyze changes in accounting and risk-based capital standards that could impact Ceres Life, whether effective or proposed. Research and analyze new accounting issues and considerations that arise from investment strategies, as necessary.
Partner with Actuarial, Controllership, Information Technology, Risk and Treasury to develop an integrated ecosystem for investment planning and forecasting activities that leverages common technologies for modeling and reporting. Lead the forecasting processes for the investment portfolio of Ceres Life, supporting the needs of the Actuarial, FP&A and Risk functions. Lead monthly, quarterly, and annual reporting and analytics around financial results driven by the Ceres Life investment portfolio, including the development of standard packages for management and board reporting. Partner with Information Technology function to standardize and automate reporting and analytical packages. Ensure all Standard Operating Procedures (“SOP’s”) for investment accounting and reporting are complete, accurate and kept up to date.
The Successful Candidate Will
Have proven experience analyzing and reporting on investment products and structures. Have a strong understanding of forecasting the cash flows and performance of investments under various market conditions. Have demonstrated management skills. Exhibit a good systems ability and understanding of process flows and controls. Work well within a team, with the ability to communicate at all levels.
Job Qualifications And Skills
Bachelor’s degree in a quantitative field such as finance, accounting and / or economics; MBA and / or CPA designation a plus. 5 - 7 years’ relevant experience in an investment accounting or finance function. Life insurance and annuity industry experience a plus. Demonstrated experience with financial modeling. Excellent analytical, problem-solving, and decision-making skills. Initiative-taker with effective communication abilities and ability to work in a fast-paced and dynamic start-up environment.
Why Join Us?
Be part of an innovative insurance company. Work in a high-energy, collaborative startup environment with a focus on technology, digital tools, and advisor enablement. Competitive compensation package with PTO, health benefits, and career growth opportunities. Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesInsurance Referrals increase your chances of interviewing at Ceres Life Insurance Company by 2x Get notified about new Investment Specialist jobs in
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Investment Accounting & Reporting Lead
role at
Ceres Life Insurance Company Continue with Google Continue with Google 1 week ago Be among the first 25 applicants Join to apply for the
Investment Accounting & Reporting Lead
role at
Ceres Life Insurance Company Company Overview
Apply (by clicking the relevant button) after checking through all the related job information below.
Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as New Westaim. This partnership fuels a vision to provide innovative, customized financial solutions in the alternative credit and insurance space, expanding opportunities for growth and client impact. Company Overview
Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as New Westaim. This partnership fuels a vision to provide innovative, customized financial solutions in the alternative credit and insurance space, expanding opportunities for growth and client impact.
Salem Group Holdings, LLC (SGH) was formed as part of the insurance side of the New Westaim strategy and is the parent company to Ceres Life Insurance, a fast-growing, forward-thinking annuity carrier startup dedicated to securing financial futures for clients through innovative annuity solutions. The Ceres Life Insurance mission is to enable individuals to retire with peace of mind and dignity by combining advanced technology, top-tier talent, and strong vendor partnerships to provide exceptional support and service.
At SGH and Ceres Life Insurance, we are deeply committed to fostering a positive, client-centered culture. Through our Digital Contact Center, we deliver exceptional, personalized support that empowers clients to take control of their financial journey. Our approach focuses on proactive solutions, self-service tools, and collaborative client relationships to help individuals reach their financial goals and retire confidently.
Job Summary
We are seeking an Investment Accounting and Reporting Lead (“IARL”) who will report to the CFO of SGH and Ceres Life. The IARL will assist the Controller in the development and implementation of accounting policies to guide investment reporting for Ceres Life under SAP, GAAP, and IFRS standards. The IARL will also be responsible for the development of investment forecasts for Ceres Life, to support activities of the Actuarial, FP&A and Risk functions. The ideal candidate will have a strong knowledge of investment products and structures, as well as accounting and finance skills.
Key Responsibilities
Develop and maintain the investment accounting policies of Ceres Life, with a focus on compliance with all applicable accounting and financial guidelines and regulations.
Function as an internal technical expert on accounting standards developed by the NAIC, FASB and IASB, as well as risk-based capital standards developed by the NAIC. Monitor and analyze changes in accounting and risk-based capital standards that could impact Ceres Life, whether effective or proposed. Research and analyze new accounting issues and considerations that arise from investment strategies, as necessary.
Partner with Actuarial, Controllership, Information Technology, Risk and Treasury to develop an integrated ecosystem for investment planning and forecasting activities that leverages common technologies for modeling and reporting. Lead the forecasting processes for the investment portfolio of Ceres Life, supporting the needs of the Actuarial, FP&A and Risk functions. Lead monthly, quarterly, and annual reporting and analytics around financial results driven by the Ceres Life investment portfolio, including the development of standard packages for management and board reporting. Partner with Information Technology function to standardize and automate reporting and analytical packages. Ensure all Standard Operating Procedures (“SOP’s”) for investment accounting and reporting are complete, accurate and kept up to date.
The Successful Candidate Will
Have proven experience analyzing and reporting on investment products and structures. Have a strong understanding of forecasting the cash flows and performance of investments under various market conditions. Have demonstrated management skills. Exhibit a good systems ability and understanding of process flows and controls. Work well within a team, with the ability to communicate at all levels.
Job Qualifications And Skills
Bachelor’s degree in a quantitative field such as finance, accounting and / or economics; MBA and / or CPA designation a plus. 5 - 7 years’ relevant experience in an investment accounting or finance function. Life insurance and annuity industry experience a plus. Demonstrated experience with financial modeling. Excellent analytical, problem-solving, and decision-making skills. Initiative-taker with effective communication abilities and ability to work in a fast-paced and dynamic start-up environment.
Why Join Us?
Be part of an innovative insurance company. Work in a high-energy, collaborative startup environment with a focus on technology, digital tools, and advisor enablement. Competitive compensation package with PTO, health benefits, and career growth opportunities. Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesInsurance Referrals increase your chances of interviewing at Ceres Life Insurance Company by 2x Get notified about new Investment Specialist jobs in
New York, NY . New York, NY $225,000 - $300,000 2 weeks ago New York, NY $85,900 - $179,500 1 week ago Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York New York, NY $78,000 - $139,000 2 weeks ago Analyst/Associate, Global Investment Banking, Bank Loan Syndication-Leveraged Capital Markets New York, NY $125,000 - $175,000 1 week ago Investment Banking - Mergers & Acquisitions Mid-Cap - AnalystAlternative Credit Investment Professional New York, NY $125,000.00 - $200,000.00 2 months ago Investment Banking Sr Analyst - Mergers & Acquisitions (M&A) New York, NY $110,000.00 - $135,000.00 6 days ago Point72 Academy 2025-2026 Investment Analyst Program for Experienced Professionals - US New York, NY $67,000.00 - $98,000.00 1 week ago Commercial Solutions Investment Professional, Associate New York City Metropolitan Area 3 weeks ago Investment Analyst - High Yield & Leveraged Loans, Senior Associate New York, NY $125,000.00 - $170,000.00 1 week ago New York, NY $105,000.00 - $125,000.00 14 hours ago New York, NY $120,000.00 - $160,000.00 2 weeks ago Investment Professional – Specialty Finance New York, NY $100,000.00 - $300,000.00 2 weeks ago Investment Management Public Side Attorney New York, NY $110,000.00 - $200,000.00 1 week ago New York City Metropolitan Area $75,000.00 - $85,000.00 21 hours ago Associate, Research, Investment Analytics New York, NY $95,000 - $120,000 4 days ago New York, NY $180,000 - $225,000 1 week ago Associate, Research, Investment Analytics Queens County, NY $95,000 - $120,000 4 days ago Finance - Investment Operations - Private Equity - AnalystHybrid Role at a Top-Tier Investment Firm New York City Metropolitan Area $110,000 - $140,000 3 days ago New York, NY $195,000 - $300,000 3 weeks ago New York City Metropolitan Area $150,000 - $170,000 1 day ago New York, NY $110,000 - $140,000 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr