Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Accounting & Reporting Associate Director to join the Investment Administration and Accounting (IAA) team. The candidate selected will be located at our Parsippany, NJ office.

 

At Investment Administration & Accounting (IAA), expertise and quality are the foundations of everything we do. As the investment landscape grows more complex and technology rapidly evolves, we rely on deep technical competence, strong analytical capability, and a commitment to excellence to deliver high quality outcomes for the business. Our thorough understanding of investment processes, financial instruments, and regulatory frameworks enables us to adapt quickly, uphold rigorous standards, and provide timely, meaningful support to our partners and stakeholders.

 

IAA is a global function within Zurich Investment Management, responsible for ensuring the accuracy, transparency, and governance of investment accounting, valuation, and reporting activities across the organization. We safeguard the integrity of investment data, ensure compliance with regulatory and audit requirements, and deliver insights that shape strategic portfolio and business decisions. Through this critical work, our team plays a central role in strengthening the reliability and credibility of investment information enterprise wide.

 

We are continuously enhancing and standardizing our processes across regions, leveraging technology, automation, and cross-team collaboration to drive efficiency and build operational resilience. As a trusted partner to Investment Management, Finance, and Operations, we are committed to delivering reliable, transparent, and high-quality investment information that supports effective decision making across the company.

 

Responsibilities:

 

• Leading and overseeing investment subledger activities, applying deep expertise in security accounting, valuation processes, and posting logic, and ensuring accurate configuration and operation of subledger system processes
• Executing and reviewing monthly close and reporting processes, including preparation and delivery of monthly and quarterly investment reports for internal stakeholders, auditors, and business partners.
• Serving as the escalation point for complex issues, performing advanced review, interpretation of root cause analysis, and driving corrective actions
• Acting as a senior technical accounting contributor in the monthly hard-close cycle, ensuring timely, high-quality delivery of investment accounting results
• Applying strong knowledge of IFRS, US Statutory (NAIC), US GAAP, and US Tax to analyze instrument behavior, validate results, provide insights, and address audit or reporting inquiries
• Preparing, reviewing, and NAIC statutory investment schedules, ensuring accurate reporting, and compliance with evolving NAIC requirements
• Preparing, reviewing, and validating US Tax reporting data, ensuring accurate tax basis calculations, compliance with IRS rules, and high-quality production of tax schedules
• Leading cross functional improvement initiatives that strengthen reporting quality, internal controls end-to-end process effectiveness
• Driving digitalization and automation using tools such as Power BI, Power Automate, Python, and AI agents to enhance data accuracy, timeliness, and operational productivity
• Contributing to the development, enhancement, and maintenance of internal controls and quality assurance processes, ensuring accuracy, compliance, and risk mitigation across all investment accounting and reporting activities
• Providing technical coaching and guidance to Associates and Senior Associates to strengthen analytical capabilities, elevate reporting quality, and ensure consistent application of accounting policies and control standards across the team

 

Basic Qualifications:

 

• Bachelor’s Degree in Investment Accounting or Finance with 5 or more years of experience OR
• High School Diploma (or equivalent) and 7-10+ years of experience in the Investment Accounting or Finance area AND
• Demonstrated knowledge and practical application of IFRS, US Statutory & US Tax accounting principles

 

 

Preferred Qualifications:

 

• Professional accounting designation (CPA/CA/ACCA or equivalent)
• 2+ years of post-qualified accounting or investment accounting experience
• Public accounting experi