Role Summary

HIGHLIGHTS

Director-level investments and treasury role at a life insurance company in Livonia, MI. You will lead investment portfolio oversight, treasury and cash management, investment accounting, and capital planning to meet regulatory and rating agency requirements. Role includes people management, complex financial modelling, and liaison with investment managers, CFO and valuation actuaries. Hybrid work arrangement (tagged #LI-Hybrid).

JOB DESCRIPTION SUMMARY

Lead investment portfolio oversight and investment accounting for a life insurance company
Own treasury and cash management, banking relationships and short-term investment income
Direct capital planning to satisfy regulatory and rating agency requirements
Manage, hire and develop direct reports; oversee monthly close and reconciliations
Hybrid role based in Livonia, MI (#LI-Hybrid)

DOMAIN EXPERTISE

investment management and oversight
fixed income investing
investment accounting and reconciliations
treasury and cash management
capital planning and regulatory capital

KEY REQUIREMENTS

Bachelor's degree in Finance, Accounting, Math, or equivalent required
8–10 years of investment or investment-related accounting/finance experience
Experience with fixed income investing preferred
Advanced spreadsheet modelling and proficiency with Microsoft Office required
Knowledge of SSAP and GAAP accounting principles required

TECH STACK

Excel
PowerPoint

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Lead investment portfolio oversight and investment accounting for a life insurance company
Own treasury and cash management, banking relationships and short-term investment income
Direct capital planning to satisfy regulatory and rating agency requirements
Manage, hire and develop direct reports; oversee monthly close and reconciliations
Hybrid role based in Livonia, MI (#LI-Hybrid)