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Investment Accountant Jobs in Indiana (NOW HIRING)

Veritas Partners

Investment Accountant

Carmel, IN · On-site

$100K - $115K/yr

Job Title - Investment Accountant Location - Carmel, IN Job Summary The Investment Accountant opportunity will join a 30 year old national investment firm in the company's Carmel, IN office and will ...

New

Merchants Bancorp

Investment Accountant

Carmel, IN · On-site

Job Type Full-time Description The Accountant, Investment Partners position will be responsible for the platform's accounting, reporting and financial oversight of its commercial real estate focused ...

AMBROSE SERVICES LLC

Accountant

Indianapolis, IN · On-site

Description ABOUT AMBROSE We are a vertically integrated investment manager specializing in the ... ABOUT THE ROLE The Staff Accountant is responsible for all aspects of accounting for various real ...

Ambrose Property Group

Accountant

Indianapolis, IN · On-site

ABOUT AMBROSE We are a vertically integrated investment manager specializing in the acquisition ... ABOUT THE ROLE The Staff Accountant is responsible for all aspects of accounting for various real ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Investment Analyst Investment Analyst Location: This role requires associates to be in-office 1 - 2 ... Requires a BA/BS in Accounting/Finance and a minimum of 2 years of financial experience; or a ...

Elevance Health

Investment Analyst

Indianapolis, IN · On-site

Investment Analyst Investment Analyst Location: This role requires associates to be in-office 1 - 2 ... Requires a BA/BS in Accounting/Finance and a minimum of 2 years of financial experience; or a ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Investment Analyst Location: This role requires associates to be in-office 1 - 2 days per week ... Requires a BA/BS in Accounting/Finance and a minimum of 2 years of financial experience; or a ...

Greencroft Communities

Senior Accountant

Goshen, IN · On-site

$66K - $83K/yr

Manage accounting responsibilities for areas that may include ... Cash, investments, and treasury * Debt and investments * Fixed assets and capital projects

Posted today

Greencroft Communities

Senior Accountant

Goshen, IN · On-site

$66K - $83K/yr

Manage accounting responsibilities for areas that may include ... Cash, investments, and treasury * Debt and investments * Fixed assets and capital projects

Posted today

Ambrose Property Group

Senior Accountant

Indianapolis, IN · On-site

$70K - $88K/yr

ABOUT AMBROSE We are a vertically integrated investment manager specializing in the acquisition ... ABOUT THE ROLE The Senior Accountant is responsible for all aspects of accounting for various real ...

AMBROSE SERVICES LLC

Senior Accountant

Indianapolis, IN

$70K - $88K/yr

Description ABOUT AMBROSE We are a vertically integrated investment manager specializing in the ... ABOUT THE ROLE The Senior Accountant is responsible for all aspects of accounting for various real ...

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All JobsInvestment Accountant JobsInvestment Accountant Jobs in Indiana

Investment Accountant information

See Indiana salary details

$45.7K

$79K

$108K

How much do investment accountant jobs pay per year?

As of Aug 28, 2026, the average yearly pay for investment accountant in Indiana is $79,044.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,900.00 and $92,800.00 per year, depending on experience, location, and employer.

What is an investment accountant?

An investment accountant works in the financial industry for a brokerage or asset management company. In this career, you provide accounting services to investment and portfolio managers. Your duties and responsibilities are to monitor your client’s investments, maintain balance sheets, follow third-party activity, and provide consulting services to other members of the financial department. As an investment accountant, you also help reconcile the books and manage debt investments, such as the purchase of bonds. You often work as part of a large team, and you may be responsible for numerous accounts at once.

What are the key skills and qualifications needed to thrive as an investment accountant, and why are they important?

To thrive as an Investment Accountant, you need strong analytical abilities, a solid grasp of accounting principles, and a relevant degree in finance, accounting, or a related field, often accompanied by a CPA or CFA certification. Familiarity with investment accounting software such as Geneva, Advent, or Eagle, and advanced Excel skills are typically required. Attention to detail, problem-solving, and clear communication are standout soft skills in this role. These competencies are essential for ensuring accurate financial reporting, compliance, and effective management of complex investment portfolios.

What are some common challenges faced by investment accountants in managing complex portfolios, and how can they overcome them?

Investment Accountants often manage diverse portfolios containing various asset classes like equities, fixed income, and alternative investments. A common challenge is ensuring accurate and timely valuation and reconciliation of these assets, particularly when dealing with illiquid or non-standard securities. To overcome these challenges, professionals rely on robust accounting systems, stay updated on regulatory requirements, and maintain close communication with portfolio managers and custodians. Regular training and a proactive approach to problem-solving are also key to adapting to the evolving complexity of investment products.

What is the difference between Investment Accountant vs Fund Accountant?

AspectInvestment AccountantFund Accountant
CertificationsCPA, CFA often preferredCPA, CFA often preferred
Work EnvironmentFinancial firms, asset management companiesAsset management firms, investment funds
Primary ResponsibilitiesRecording investment transactions, reconciling portfolios, financial reportingCalculating fund NAV, investor reporting, compliance
Industry UsageUsed in asset management, hedge funds, private equityPrimarily in mutual funds, hedge funds, private equity

Both Investment Accountants and Fund Accountants work within the investment industry, focusing on financial reporting and compliance. Investment Accountants typically handle portfolio transactions and reconciliations, while Fund Accountants focus on calculating net asset values and investor reports. The roles often overlap, but their specific duties differ based on the type of investment entity.

How much do investment accountants make?

Investment accountants typically earn a median annual salary of around $70,000 to $90,000, depending on experience, location, and certifications such as CPA or CFA. Entry-level positions may start lower, while experienced professionals or those in senior roles can earn over $100,000 annually.
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The top searched job categories for Investment Accountant jobs in Indiana are:

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Investment Accountant jobs near you
Infographic showing various Investment Accountant job openings in Indiana as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $79,044 per year, or $38 per hour.

Investment Accountant

Carmel, IN • On-site

Veritas Partners
Business Management Consulting • 1 - 10 employees
Learn more about Veritas Partnersexternal

$100K - $115K/yr

Other

Posted yesterday

New

Job description

Job Title - Investment Accountant

Location – Carmel, IN


Job Summary

The Investment Accountant opportunity will join a 30 year old national investment firm in the company’s Carmel, IN office and will be responsible for the platform’s accounting, reporting and financial oversight of its commercial real estate focused private fund business. This newly created position will offer a base compensation in the $100,000 to $115,000 range plus 10-15% annual bonus and full benefits. This is an unique opportunity for candidates with 3 years of public accounting or related professional experience to transition into a top ranked and highly respected financial services leader.


Job Description

  • Accountable for compiling and analyzing monthly, quarterly, and annual audited Fund financial statements in accordance with GAAP standards, regulatory requirements and company policies.
  • Responsible for the ownership, accuracy and completeness of day-to-day and monthly Fund journal entries.
  • Calculate and report monthly, quarterly, annual and inception-to-date Fund returns and incentive allocations.
  • Calculate and report Fund Limited Partner Capital Statements (PCAPs).
  • Determine quarterly Fund Limited Partner distribution and reinvestment amounts.
  • Compile monthly Fund remittance reports and ensure waterfall accuracy in coordination with internal bank reporting department and external Fund repo and warehouse providers.
  • Interact with external Fund tax team to review 1042, 1099 and K-1s for accuracy before for annual filings.
  • Successfully navigate and provide support during annual year-end Fund audits with designated external public accounting firm as well as ad-hoc internal audits and SEC inquiries/exams.
  • Identify opportunities for process improvements to enhance efficiency and accuracy of accounting functions within MIP.


Expected Experience, Skills and Education

  • Bachelor’s degree in accounting, finance or related field
  • 3+ years of prior accounting experience
  • Prior experience in public accounting or related financial services sector experience highly preferred
  • CPA is preferred but not required
  • Microsoft Suite, specifically Excel
  • Strong problem-solving skills and attention to detail
  • Possess the ability to work independently and autonomously in addition to interacting and communicating effectively with team members

Apply