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Manager Investment Accounting Jobs in Florida (NOW HIRING)

The Manager of Investment Accounting provides professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery ...

Director of Investment Accounting Employer: A-CAP Services LLC Department: Finance Reports to ... Manage the monthly, quarterly, and annual close process related to investments, ensuring accuracy ...

Third‑party Asset Management * Private Credit * Primary Insurance Carriers * Accredited Reinsurers About the role We are seeking a Director of Investment Accounting to lead all aspects of ...

Third-party Asset Management * Private Credit * Primary Insurance Carriers * Accredited Reinsurers ABOUT THE ROLE We are seeking a Director of Investment Accounting to lead all aspects of investment ...

Director of Investment Accounting Employer: A-CAP Services LLC Department: Finance Reports to ... Manage the monthly, quarterly, and annual close process related to investments, ensuring accuracy ...

Third-party Asset Management * Private Credit * Primary Insurance Carriers * Accredited Reinsurers ABOUT THE ROLE We are seeking a Director of Investment Accounting to lead all aspects of investment ...

Manage investment accounting across a approximately $1 billion portfolio - ensuring accurate recording, reporting, and reconciliation of investment activity. * Lead, develop, and mentor two direct ...

... investment recovery mechanisms. Leadership & Talent Development * Lead, coach, and develop a team of regulated accounting managers and staff. * Establish clear performance expectations, support ...

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Manager Investment Accounting information

What does a manager investment accounting do?

A Manager Investment Accounting oversees the accounting and financial reporting for an organization’s investment portfolios. This role ensures accurate tracking of investments, compliance with accounting standards, and timely reporting to stakeholders. Managers in this position often supervise a team, review reconciliations, and work closely with auditors and portfolio managers to ensure all investment activities are properly recorded. Their expertise helps organizations maintain transparency and make informed financial decisions.

What are some common challenges faced by a manager investment accounting, and how can they be addressed?

A Manager Investment Accounting often navigates challenges such as integrating new investment products into existing accounting systems, ensuring compliance with evolving regulatory standards, and managing tight reporting deadlines. These can be addressed by staying up-to-date with industry regulations, leveraging automation tools to streamline processes, and fostering strong communication with both the investment and finance teams. Proactively coordinating with auditors and staying engaged with ongoing training also helps mitigate risks and maintain accuracy.

What are the key skills and qualifications needed to thrive as a manager investment accounting, and why are they important?

To thrive as a Manager Investment Accounting, you need expertise in investment accounting principles, financial reporting, and typically a bachelor's degree in accounting or finance, with CPA or CFA credentials preferred. Familiarity with investment accounting software, ERP systems like SAP, and advanced Excel skills are commonly required. Strong leadership, analytical thinking, and effective communication skills help manage teams and explain complex financial concepts to stakeholders. These abilities ensure accurate reporting, regulatory compliance, and informed decision-making in managing investment portfolios.

What is the difference between Manager Investment Accounting vs Investment Analyst?

AspectManager Investment AccountingInvestment Analyst
CredentialsCPA, CFA often preferredCFA, finance degree common
Work EnvironmentOversees accounting teams, manages financial reportingAnalyzes investment opportunities, market research
Employer & IndustryAsset management firms, banks, investment companiesAsset management, hedge funds, investment firms

While both roles are integral to investment firms, the Manager Investment Accounting focuses on financial reporting, compliance, and team management, whereas the Investment Analyst concentrates on market analysis, research, and investment recommendations. The roles complement each other but differ in responsibilities and skill sets.

What are the most commonly searched types of Investment Accounting jobs in Florida?

The most popular types of Investment Accounting jobs in Florida are:

What are popular job titles related to Manager Investment Accounting jobs in Florida?

For Manager Investment Accounting jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Manager Investment Accounting jobs in Florida look for?

The top searched job categories for Manager Investment Accounting jobs in Florida are:

What cities in Florida are hiring for Manager Investment Accounting jobs?

Cities in Florida with the most Manager Investment Accounting job openings:

Infographic showing various Manager Investment Accounting job openings in Florida as of August 2026, with employment types broken down into 89% Full Time, 10% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Manager, Investment Accounting

Applied Underwriters

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago


Applied Underwriters rating

6.3

Company rating: 6.3 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

287th of 315 rated insurance


Job description

Embark on a rewarding career journey at Applied Underwriters, where employees have been at the heart of our success story for more than 30 years. Headquartered in Omaha, NE, our company thrives on innovation and empowers our employees to shape the future of global risk services. Join a team where your ideas are valued and your talents are nurtured with formal, paid training and mentorship. Experience a workplace culture that celebrates initiative, recognizes results, and provides outstanding benefits that allow you to focus on achieving your full potential. 

The Manager of Investment Accounting provides professional management direction and oversight for the investment accounting activities of the organization. Responsible for the evaluation and delivery of internal and external investment accounting needs, including the review and development of existing and new GAAP and statutory reports and assistance of new investment accounting initiatives with other business partners.

 
Requirements:
  • Bachelor's degree or equivalent experience required.
  • At least five years of related experience required in the areas of investment accounting, financial reporting, internal controls, process improvement, and the broader accounting profession, including GAAP and statutory requirements.
  • Certified Public Accountant (CPA) or other finance related certification desired.
  • Two or more years of management or people leadership experience required.
  • Basic Word and Intermediate Excel skills.
Our Benefits Include:
  • 100% employer-paid medical, dental, and vision insurance for employees.
  • 401(k) plan with 100% immediate vesting and a 4% company match.
  • Paid time off (PTO) and paid holidays.
  • On-site pharmacy, Promesa, provides convenient prescription delivery directly to you.
  • Life, disability, critical illness and accident insurance.
  • Employee Assistance Program (EAP).
  • Pre-tax Flexible Spending Accounts for health, dependent care, and commuter-related expenses.
  • Tuition reimbursement.
  • Fitness reimbursement and various additional quality-of-life benefits.
Applied Underwriters is a global risk services firm helping business and people manage uncertainty through its business services, insurance, and reinsurance solutions. As a company, we truly operate differently within our business sector. Applied Underwriters has one of the highest customer retention rates in the industry - a success directly attributed to our employees and their high level of commitment, hard work, and ambition.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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