H-1B Visa Investment Accountant Jobs
H-1B visa jobs for Investment Accountants are a strong fit for specialty occupation sponsorship, since the role requires a bachelor's degree in accounting, finance, or a closely related field. Asset managers, fund administrators, and financial institutions regularly file LCAs and I-129 petitions for this occupation across major U.S. markets.
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You’re RGA ready
RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.
A Brief Overview
The Director, Investment Accounting - Bermuda is a senior individual contributor responsible for leading highly complex investment accounting, statutory reporting, and regulatory support for Bermuda legal entities and related investment structures. The role serves as the on-island investment accounting subject-matter expert, partnering with Bermuda Finance leadership, global Investment Accounting, Investments, Risk, Actuarial, Treasury, Tax, Legal, Compliance, and external service providers to deliver accurate reporting, strong controls, and timely responses to the Bermuda Monetary Authority. Work is performed with substantial independence, with escalation for policy-setting, material judgment, or enterprise-level decisions.
What you will do
- Bermuda statutory and regulatory reporting: Lead the investment accounting components of Bermuda statutory financial reporting and regulatory returns, including investment, asset, funds-held, trust, capital, and solvency-related schedules. Interpret current requirements, coordinate source data and reviews, document judgments, and maintain audit-ready support.
- Financial close and legal-entity reporting: Lead month-end, quarter-end, and annual investment accounting activities for assigned Bermuda entities. Review results across asset classes, reporting bases, systems, and legal entities; analyze drivers and variances; and ensure reporting is complete, accurate, timely, and consistent.
- Technical accounting and complex transactions: Evaluate accounting and reporting implications of new investment strategies, reinsurance structures, funds-withheld arrangements, trusts, portfolio transfers, derivatives, private assets, structured investments, and other complex transactions. Prepare technical analyses and coordinate conclusions across applicable GAAP and Bermuda statutory frameworks.
- BMA and audit engagement: Serve as a primary investment accounting contact for Bermuda regulatory examinations, information requests, external audit, internal audit, and control reviews. Participate in meetings with Bermuda leadership and the BMA, explain methodologies and conclusions, and coordinate timely, accurate responses.
- Controls, governance, and data integrity: Own and enhance the control environment over Bermuda investment accounting and reporting. Establish reconciliations, review standards, documentation, issue escalation, and evidence retention; identify data or process risks; and drive sustainable remediation.
- Cross-functional partnership and operating model: Partner with global Investment Accounting and Bermuda-based Finance, Investments, Portfolio Management, ALM, Risk, Actuarial, Structured Finance, Treasury, Tax, Legal, Technology, and Operations. Clarify ownership, align portfolio and legal-entity data, and support an effective on-island operating model while maintaining enterprise standards.
- Process improvement and capability building: Lead initiatives that improve reporting quality, timeliness, transparency, automation, and scalability. Develop procedures, facilitate walkthroughs, transfer knowledge, mentor team members, and strengthen Bermuda-specific investment accounting capability across the wider organization.
- Maintain regular and predictable attendance and perform other duties as assigned.
Qualifications
- Bachelor’s Degree in Arts/Sciences (BA/BS) in Accounting, Finance, Business Administration, or a related field required
- Master’s degree in Arts/Sciences (MA/MS) in Accounting, Finance, Business, or a related discipline preferred
- 8+ Years of relevant investment accounting, insurance/reinsurance accounting, financial reporting, auditing, or regulatory reporting experience required
- 4+ Years of relevant investment accounting experience specifically with a Class D or E long-term insurer regulated by the BMA required
- Demonstrated experience with various investment types, including fixed maturities, structured securities, private assets, mortgage loans, joint ventures, equity type investments, and derivatives required
- Demonstrated experience with the multiple reporting bases applicable to a Bermuda insurer or reinsurer, including US GAAP, Bermuda statutory accounting, and Bermuda Economic Balance Sheet (“EBS”) reporting required
- Experience leading complex workstreams, coordinating across functions, and reviewing the work of others required
- Experience and knowledge of the investment and reporting requirements under the Bermuda Scenario-Based Approach, including preparation of relevant asset approval applications preferred
- Public accounting experience and experience supporting regulatory examinations preferred
- Experience with insurance investment accounting platforms and reporting tools such as PAM, Aladdin, Bloomberg, Workiva, Power BI, Power Query, Alteryx, Tableau, or SQL preferred
- Advanced knowledge of investment and investment accounting requirements for a BMA regulated Bermuda insurer or reinsurer statutory financial statements, BSCR, FCR, CISSA, LLSBA, Asset & Liability Statement and related reporting frameworks required
- Advanced Microsoft Office 365 skills, particularly Excel, Word, PowerPoint, Outlook, SharePoint, OneDrive and Teams required
- Expert knowledge of investment accounting and financial reporting, with the ability to apply technical guidance to complex or ambiguous fact patterns required
- Strong understanding of insurance and reinsurance legal-entity reporting, investment data flows, controls, reconciliations, valuation inputs, and audit evidence required
- Familiarity with SOX controls frameworks as applied to financial reporting required
- Advanced analytical and problem-solving skills, including the ability to integrate information across portfolios, systems, legal entities, and reporting bases required
- Ability to independently manage high-priority deliverables, exercise sound judgment, and escalate material matters appropriately required
- Executive-ready written and verbal communication skills, including the ability to explain technical matters clearly to regulators, auditors, senior leaders, and non-accounting partners required
- Ability to build trusted partnerships across Bermuda and global teams, influence outcomes without direct authority, and operate effectively in a matrixed environment required
- Demonstrated ownership, attention to detail, professional skepticism, and commitment to strong governance and control discipline required
- Ability to lead process improvement, support technology and data change, and translate regulatory requirements into sustainable operating processes required
- Commitment to coaching, knowledge sharing, continuous learning, and building durable on-island capability required
- Professional accounting designation such as CPA, CA, ACCA, or equivalent required
What you can expect from RGA:
- Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
- Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
- Join the bright and creative minds of RGA, and experience vast, endless career potential.
We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.
You desire impactful work.
You’re RGA ready
RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired Companies, we’re the only global reinsurance company to focus primarily on life- and health-related solutions. Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.
A Brief Overview
The Director, Investment Accounting - Bermuda is a senior individual contributor responsible for leading highly complex investment accounting, statutory reporting, and regulatory support for Bermuda legal entities and related investment structures. The role serves as the on-island investment accounting subject-matter expert, partnering with Bermuda Finance leadership, global Investment Accounting, Investments, Risk, Actuarial, Treasury, Tax, Legal, Compliance, and external service providers to deliver accurate reporting, strong controls, and timely responses to the Bermuda Monetary Authority. Work is performed with substantial independence, with escalation for policy-setting, material judgment, or enterprise-level decisions.
What you will do
- Bermuda statutory and regulatory reporting: Lead the investment accounting components of Bermuda statutory financial reporting and regulatory returns, including investment, asset, funds-held, trust, capital, and solvency-related schedules. Interpret current requirements, coordinate source data and reviews, document judgments, and maintain audit-ready support.
- Financial close and legal-entity reporting: Lead month-end, quarter-end, and annual investment accounting activities for assigned Bermuda entities. Review results across asset classes, reporting bases, systems, and legal entities; analyze drivers and variances; and ensure reporting is complete, accurate, timely, and consistent.
- Technical accounting and complex transactions: Evaluate accounting and reporting implications of new investment strategies, reinsurance structures, funds-withheld arrangements, trusts, portfolio transfers, derivatives, private assets, structured investments, and other complex transactions. Prepare technical analyses and coordinate conclusions across applicable GAAP and Bermuda statutory frameworks.
- BMA and audit engagement: Serve as a primary investment accounting contact for Bermuda regulatory examinations, information requests, external audit, internal audit, and control reviews. Participate in meetings with Bermuda leadership and the BMA, explain methodologies and conclusions, and coordinate timely, accurate responses.
- Controls, governance, and data integrity: Own and enhance the control environment over Bermuda investment accounting and reporting. Establish reconciliations, review standards, documentation, issue escalation, and evidence retention; identify data or process risks; and drive sustainable remediation.
- Cross-functional partnership and operating model: Partner with global Investment Accounting and Bermuda-based Finance, Investments, Portfolio Management, ALM, Risk, Actuarial, Structured Finance, Treasury, Tax, Legal, Technology, and Operations. Clarify ownership, align portfolio and legal-entity data, and support an effective on-island operating model while maintaining enterprise standards.
- Process improvement and capability building: Lead initiatives that improve reporting quality, timeliness, transparency, automation, and scalability. Develop procedures, facilitate walkthroughs, transfer knowledge, mentor team members, and strengthen Bermuda-specific investment accounting capability across the wider organization.
- Maintain regular and predictable attendance and perform other duties as assigned.
Qualifications
- Bachelor’s Degree in Arts/Sciences (BA/BS) in Accounting, Finance, Business Administration, or a related field required
- Master’s degree in Arts/Sciences (MA/MS) in Accounting, Finance, Business, or a related discipline preferred
- 8+ Years of relevant investment accounting, insurance/reinsurance accounting, financial reporting, auditing, or regulatory reporting experience required
- 4+ Years of relevant investment accounting experience specifically with a Class D or E long-term insurer regulated by the BMA required
- Demonstrated experience with various investment types, including fixed maturities, structured securities, private assets, mortgage loans, joint ventures, equity type investments, and derivatives required
- Demonstrated experience with the multiple reporting bases applicable to a Bermuda insurer or reinsurer, including US GAAP, Bermuda statutory accounting, and Bermuda Economic Balance Sheet (“EBS”) reporting required
- Experience leading complex workstreams, coordinating across functions, and reviewing the work of others required
- Experience and knowledge of the investment and reporting requirements under the Bermuda Scenario-Based Approach, including preparation of relevant asset approval applications preferred
- Public accounting experience and experience supporting regulatory examinations preferred
- Experience with insurance investment accounting platforms and reporting tools such as PAM, Aladdin, Bloomberg, Workiva, Power BI, Power Query, Alteryx, Tableau, or SQL preferred
- Advanced knowledge of investment and investment accounting requirements for a BMA regulated Bermuda insurer or reinsurer statutory financial statements, BSCR, FCR, CISSA, LLSBA, Asset & Liability Statement and related reporting frameworks required
- Advanced Microsoft Office 365 skills, particularly Excel, Word, PowerPoint, Outlook, SharePoint, OneDrive and Teams required
- Expert knowledge of investment accounting and financial reporting, with the ability to apply technical guidance to complex or ambiguous fact patterns required
- Strong understanding of insurance and reinsurance legal-entity reporting, investment data flows, controls, reconciliations, valuation inputs, and audit evidence required
- Familiarity with SOX controls frameworks as applied to financial reporting required
- Advanced analytical and problem-solving skills, including the ability to integrate information across portfolios, systems, legal entities, and reporting bases required
- Ability to independently manage high-priority deliverables, exercise sound judgment, and escalate material matters appropriately required
- Executive-ready written and verbal communication skills, including the ability to explain technical matters clearly to regulators, auditors, senior leaders, and non-accounting partners required
- Ability to build trusted partnerships across Bermuda and global teams, influence outcomes without direct authority, and operate effectively in a matrixed environment required
- Demonstrated ownership, attention to detail, professional skepticism, and commitment to strong governance and control discipline required
- Ability to lead process improvement, support technology and data change, and translate regulatory requirements into sustainable operating processes required
- Commitment to coaching, knowledge sharing, continuous learning, and building durable on-island capability required
- Professional accounting designation such as CPA, CA, ACCA, or equivalent required
What you can expect from RGA:
- Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
- Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
- Join the bright and creative minds of RGA, and experience vast, endless career potential.
We’re excited to get to know you and connect your unique skills with our global opportunities. To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process. This technology helps us personalize job recommendations, automate interview scheduling, evaluate candidates based solely on experience—without considering name, gender, or other personal details—and provide real-time answers through our chatbot. AI is used only during early screening and never makes hiring decisions. Your RGA recruiter will work closely with you every step of the way to ensure the process feels personal, thoughtful, and focused on you.
See all 3,067+ H-1B Visa Investment Accountant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Investment Accountant Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as an Investment Accountant
Align your credentials with SOC codes
Investment Accountant roles are typically filed under SOC 13-2011 (Accountants and Auditors). Pull the O*NET profile for that code and confirm your resume reflects the degree-level duties listed, since USCIS uses the SOC classification to evaluate specialty occupation.
Verify prevailing wages before salary negotiations
Run the OFLC Wage Search for SOC 13-2011 in your target metro before accepting an offer. Your employer's LCA must certify a wage at or above the prevailing level for that worksite, so knowing the floor protects you from offers that could stall the filing.
Target fund administrators and custodian banks
Firms that administer mutual funds, hedge funds, or pension portfolios file H-1B visa petitions for Investment Accountants at a consistent rate. Use Migrate Mate to search employers with verified LCA filing history in this occupation rather than applying broadly.
Confirm each worksite has its own LCA
If your role involves work at a client site or a secondary office not listed on the original LCA, your employer must file a new certified LCA for that location before you work there. Raise this with HR early if your position involves any client-facing or multi-site duties.
Document CPA progress strategically in your petition
If you're actively pursuing CPA licensure, ask your employer to reference it in the job description when USCIS reviews specialty occupation. It reinforces that the role requires sustained, degree-level accounting judgment, not clerical processing.
Account for H-1B cap timing in your job search
The H-1B annual cap selection rules have changed recently, so plan your offer and filing timeline carefully. Cap-exempt employers such as universities and certain nonprofits can file at any time, which gives you more scheduling flexibility if your offer falls outside the main filing window.
H-1B Visa Investment Accountant: Frequently Asked Questions
Does an Investment Accountant role qualify as an H-1B specialty occupation?
Yes. Investment Accountant positions typically qualify because they require at minimum a bachelor's degree in accounting, finance, or a directly related field to perform the core duties, such as NAV calculations, fund reconciliation, and financial reporting under GAAP or IFRS. USCIS evaluates the specific job description, so the employer should ensure the posted duties reflect degree-level complexity throughout.
Which types of employers sponsor H-1B visas for Investment Accountants?
Fund administrators, custodian banks, asset management firms, insurance companies with investment divisions, and large public accounting firms that service institutional clients are the most active sponsors for this role. Migrate Mate lists employers with verified LCA filing history for accounting and finance occupations, so you can focus your search on companies that have sponsored this role before rather than applying speculatively.
What happens to my H-1B status if I move from one fund employer to another?
Your new employer must file a new H-1B petition with USCIS before or as you begin work, since H-1B status is employer-specific. Under portability rules, if your new employer files while your current petition is still valid, you can start the new role once USCIS receives the petition rather than waiting for approval. The new employer also needs a certified LCA for your worksite.
How long does H-1B status last for an Investment Accountant?
H-1B status is granted for up to three years initially and can be extended to a maximum of six years. Extensions beyond six years require an approved or pending employment-based immigrant visa petition. If you're on a path toward permanent residence through your employer, your immigration attorney can advise on timing extensions past the six-year cap.
What is a Labor Condition Application and why does it matter for my offer?
A Labor Condition Application, or LCA, is a certification your employer files with DOL before submitting your H-1B petition to USCIS. It commits the employer to paying at least the prevailing wage for your occupation and location, which DOL determines using OFLC wage data. If your offer is below the certified wage level for your SOC code and metro, the LCA will not be approved and the petition cannot proceed.