support our Managed Separate Accounts team.
work closely with third party resources on daily operational processes, securities accounting, custody activities, and issue resolution.
support internal line of business teams, external investment managers, and Protective’s Accounting and SAP teams.
play a key role in daily trade and cash operations, general ledger activity, reconciliations, quarter-end close processes, and providing audit and regulatory support.

Bachelor of Science degree in Accounting or Finance is required.
Master of Accountancy, Master of Business Administration, or Certified Public Accountant (CPA) designation is preferred.
Minimum of two years of relevant accounting or finance experience, ideally in public accounting or corporate accounting.
Experience with investment accounting systems, SAP general ledger, or financial services operations is preferred.

We aim to protect the wellbeing of our employees and their families with a broad benefits offering.
In addition to offering comprehensive health, dental and vision insurance.
support emotional wellbeing through mental health benefits and an employee assistance program.
Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day).
Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.
engage in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Investment Operations Accountant

Key skills