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Insurance Accounting - Associate 2

  • Job
    Full-time
    Junior Level
  • Accounting & Tax
    Banking & Finance
  • Chennai
  • Quick Apply

AI generated summary

  • You need 2+ years in Fund Accounting, knowledge of securities, strong interpersonal skills, and proficiency in Microsoft Office. Night shifts required; degree in related field preferred.
  • You will calculate and validate NAV, reconcile cash and portfolio positions, accrue income/expenses, analyze P&L statements, post entries, and resolve discrepancies in accounting systems daily.

Requirements

  • Minimum of 2+ years of Fund Accounting experience
  • Knowledge of securities language and legal requirements.
  • Good interpersonal and organizational skills.
  • Some understanding of operational functions within Hedge / Mutual Fund Accounting.
  • Novice to Competent with a Bachelor’s degree or equivalent work experience with a focus in Accounting, Economics, Finance, Technical or related field preferred.
  • Proficient with Microsoft Office Products (Excel, Word)
  • Comfortable working in Night shifts
  • Excellent communication, organization, interpersonal planning, and analytical skills
  • Deadline and detail oriented

Responsibilities

  • Undertake the following, with a goal of 100% accuracy, timeliness and completeness:
  • Calculate and validate a daily and/or weekly and/or monthly Net Asset Value (NAV) for your assigned funds
  • Assist and train others in your team with their NAV calculation and problem resolution
  • Design and implement operational efficiencies
  • Reconcile cash daily (no unresolved discrepancies)
  • Reconcile portfolio positions daily (including equities, bonds, swaps, options, foreign exchange, futures and other evolving derivative instruments)
  • Accrue income and expenses daily
  • Analyze and validate traders' profit and loss statement daily
  • Analyze and validate position market values daily
  • Post accounting entries to the general ledger daily
  • Review and validate the partner/shareholder allocation calculations, including management and incentive fee calculations
  • Research and resolve differences between accounting and trade entry systems daily

FAQs

What is the primary responsibility of the Insurance Accounting - Associate 2 position?

The primary responsibility includes calculating and validating the daily, weekly, or monthly Net Asset Value (NAV) for assigned funds, along with various reconciliations and accounting entries to ensure accuracy and timeliness.

What are the experience requirements for this position?

A minimum of 2+ years of Fund Accounting experience is required, along with knowledge of securities language and legal requirements.

What educational background is preferred for applicants?

Applicants should have a Bachelor’s degree or equivalent work experience in Accounting, Economics, Finance, Technical, or a related field.

Are there specific software skills required for this job?

Yes, proficiency in Microsoft Office products, particularly Excel and Word, is required.

Is there a requirement to work night shifts?

Yes, candidates should be comfortable working in night shifts.

What skills are emphasized for the Insurance Accounting - Associate 2 role?

Excellent communication, organization, interpersonal planning, and analytical skills are emphasized, along with being deadline and detail-oriented.

Will training be provided for new team members?

Yes, the role involves assisting and training others in the team with their NAV calculation and problem resolution.

What types of securities will the associate be reconciling?

The associate will reconcile various portfolio positions including equities, bonds, swaps, options, foreign exchange, futures, and other evolving derivative instruments.

What is the goal for accuracy in this position?

The goal is to achieve 100% accuracy, timeliness, and completeness in all responsibilities related to fund accounting.

How important is teamwork in this position?

Teamwork is important as the associate will assist and train other team members, contributing to a collaborative work environment.

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Mission & Purpose

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future.