Investment Accountant Jobs in USA with Visa Sponsorship
Investment Accountant roles in the U.S. fall squarely within specialty occupation territory, making H-1B visa and E-3 visas the two most common sponsorship pathways. Employers in asset management, private equity, and public accounting regularly file LCAs for these positions, so verified sponsorship history is searchable before you apply.
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Get Access To All JobsAwarded a Healthiest Employer, Blue Cross Blue Shield of Arizona aims to fulfill its mission to inspire health and make it easy. AZ Blue offers a variety of health insurance products and services to meet the diverse needs of individuals, families, and small and large businesses as well as providing information and tools to help individuals make better health decisions.
At AZ Blue, we have a hybrid workforce strategy, called Workability, that offers flexibility with how and where employees work. Our positions are classified as hybrid, onsite or remote. While the majority of our employees are hybrid, the following classifications drive our current minimum onsite requirements:
- Hybrid People Leaders: must reside in AZ, required to be onsite at least twice per week
- Hybrid Individual Contributors: must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per week
- Hybrid 2 (Operational Roles such as but not limited to: Customer Service, Claims Processors, and Correspondence positions): must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per month
- Onsite: daily onsite requirement based on the essential functions of the job
- Remote: not held to onsite requirements, however, leadership can request presence onsite for business reasons including but not limited to staff meetings, one-on-ones, training, and team building
Please note that onsite requirements may change in the future, based on business need, and job responsibilities. Most employees should expect onsite requirements and at a minimum of once per week.
This remote work opportunity requires residency, and work to be performed, within the State of Arizona.
PURPOSE OF THE JOB
The Investment Accountant is responsible for all investment accounting (Statutory, GAAP and NAIC experience), monthly close activities, reconciliations, reporting, audit support, and related process improvements. This role helps ensure accurate and timely accounting results, compliance with statutory, regulatory, and company requirements, and clear documentation of investment accounting activity for management review.
REQUIRED QUALIFICATIONS
Required Work Experience
- 7 or more years of progressive accounting or finance experience, including investment accounting, statutory reporting, GAAP reporting, regulatory reporting, internal controls, audit support, or related financial reporting responsibilities.
- Demonstrated people leadership experience, including coaching, reviewing work, setting expectations, and managing accountability for deadlines and deliverables.
Required Education
- Bachelor’s Degree in accounting, business, or related field.
Required Licenses
- N/A
Required Certifications
- N/A
PREFERRED QUALIFICATIONS
Preferred Work Experience
- 10 or more years of investment accounting or finance experience in a regulated insurance or financial services environment.
- Prior experience managing statutory, GAAP, NAIC, or investment accounting reporting functions.
Preferred Education
- Master’s Degree in accounting, business, or related field of study.
Preferred Licenses
- Certified Public Accountant Certification (CPA)
Preferred Certifications
- N/A
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
- Responsible for monthly investment accounting close activities and related reporting requirements, including preparation of journal entries, reconciliations, roll forwards, and supporting schedules.
- Responsible for statutory, GAAP, and NAIC investment schedules, footnotes, regulatory reporting, and management reporting deliverables related to investments.
- Ensure investment accounting data is accurate, complete, appropriately classified, and supported by clear documentation.
- Maintain strong working knowledge of insurance company investment accounting concepts, including securities, investment income, realized and unrealized gains and losses, impairment considerations, fair value, and statutory reporting requirements.
- Monitor applicable statutory, NAIC, regulatory, and company policy requirements and assess impacts to investment accounting and reporting processes.
- Support internal and external audits by coordinating requests, producing clear and concise documentation, resolving issues, and ensuring timely responses.
- Maintain and strengthen internal controls over investment accounting, reconciliations, reporting, and close activities; assess risks and recommend control enhancements as needed.
- Ensure process documentation is current, complete, and updated for regulatory, business, system, or control changes.
- Prepare and review concise analytics, schedules, and explanations of investment accounting results for management and senior finance leadership.
- Communicate accounting results, key drivers, risks, open items, and process issues clearly to finance partners, management, auditors, and cross-functional stakeholders.
- Lead remediation activities and process updates related to audit findings, control enhancements, regulatory changes, or reporting changes.
- Identify opportunities to improve efficiency, accuracy, documentation, consistency, automation, and data quality across investment accounting processes.
- Partner with Treasury, Finance, Actuarial, Tax, Compliance, Technology, and other stakeholders to support complete and accurate investment accounting and reporting.
- Manage multiple priorities, plan close and reporting activities in advance, meet internal and external deadlines, and escalate issues timely with recommended solutions.
- Promote a collaborative, resilient, and continuous-improvement oriented team environment.
EXPECTATIONS BY LEVEL
Problem Solving
Level 1:
Asks questions/ability to analyze data and identify issues.
Level 2:
Identifies issues and is able to resolve independently. Actively seeks process improvements.
Level 3:
Identifies less obvious issues timely and lays out solid options to consider. Actively seeks process improvements.
Technical Skills
Level 1:
Ability to learn and apply learned concepts. Learn and use business application as required for job.
Level 2:
Demonstrates good understanding of data and financial principles. Proficient in Excel to create effective and efficient reports.
Level 3:
Can simplify complex processes and willing to re-engineer processes from scratch. Able to consider appropriate use of software/tools for each job.
Productivity
Level 1:
Observes work hours, manages PTO and notifies manager of schedule changes. Utilizes existing processes and methods for efficiency.
Level 2:
Begins to separate and combine tasks into an efficient workflow. Finds ways to work smarter that produces the work in less time.
Level 3:
Identifies material factors in the analysis. Able to lead team on multiple projects/tasks effectively by communicating, planning and meeting goals set.
Accuracy
Level 1:
Analyzes own work and checks for correctness. Does not repeat errors.
Level 2:
Contributes by peer reviewing co-workers work.
Level 3:
Finds new ways to improve accuracy.
Interpersonal Skills
Level 1:
Respectful of others, builds credibility and rapport by responding timely to inquiries and admitting to mistakes.
Level 2:
Does not become defensive when encountering resistance. Able to maintain composure under stress.
Level 3:
Able to confidently lead team(s) on projects and provide feedback and training.
Time Management
Level 1:
Sets and meets reasonable deadlines. Gives ample notice to management regarding delays or help needed.
Level 2:
Able to plan projects and set priorities with some assistance from management.
Level 3:
Leads projects independently with minimal assistance. Keeping management well informed.
Initiative
Level 1:
Is proactive with little to no dead time.
Level 2:
Asks why we do things. Interested in expanding current knowledge and makes recommendations beyond specific assignments.
Level 3:
Looks for new ways to improve. Researches beyond specific assignment. Makes suggestions and implements new ways to improve.
Communication
Level 1:
Communicates effectively with co-workers and other departments with little spelling and grammar errors.
Level 2:
Able to effectively summarize/present assigned projects with overview and status.
Level 3:
Able to summarize complex issues/projects. Provides meaningful answers to questions regarding work performed.
REQUIRED COMPETENCIES
Required Job Skills
- Experience with Oracle ERP, Oracle ARCS, Oracle Task Manager, Clearwater, and Microsoft Office.
- Strong analytical skills with attention to detail and the ability to identify issues, research variances, evaluate options, and recommend appropriate follow-up.
- Investment accounting experience, including securities, investment income, realized and unrealized gains and losses, fair value information, impairments, reconciliations, and management reporting.
- Insurance company accounting experience, including Statutory, GAAP, NAIC, and regulated industry reporting requirements.
- Internal control experience, including SOX or similar control frameworks, audit support, process documentation, and issue remediation.
- Ability to prepare executive-ready analysis and communicate complex accounting and regulatory matters clearly to finance and non-finance stakeholders.
Required Professional Competencies
- Prioritize, organize, and lead work in a high-volume close and reporting environment.
- Technical and functional expertise in investment accounting, statutory reporting, internal controls, and regulatory reporting.
- Sound judgment and decision-making, including the ability to assess issues, evaluate options, and recommend actions.
- Understanding the business and translating business activity into accurate accounting and reporting outcomes.
- Achieving results through planning, accountability, collaboration, and deadline management.
- Serving internal and external customers through responsive, accurate, and professional support.
- Teamwork, cross-functional partnership, and effective interpersonal and communication skills.
PREFERRED COMPETENCIES
Preferred Job Skills
- Advanced PC, data mining and data manipulation, and AI proficiency.
Preferred Professional Competencies
- Knowledge of a wide range of matters pertaining to the organization's operations.
LI-AB1
Our Commitment
AZ Blue does not discriminate in hiring or employment on the basis of race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected group.
Thank you for your interest in Blue Cross Blue Shield of Arizona. For more information on our company, see azblue.com. If interested in this position, please apply.
Awarded a Healthiest Employer, Blue Cross Blue Shield of Arizona aims to fulfill its mission to inspire health and make it easy. AZ Blue offers a variety of health insurance products and services to meet the diverse needs of individuals, families, and small and large businesses as well as providing information and tools to help individuals make better health decisions.
At AZ Blue, we have a hybrid workforce strategy, called Workability, that offers flexibility with how and where employees work. Our positions are classified as hybrid, onsite or remote. While the majority of our employees are hybrid, the following classifications drive our current minimum onsite requirements:
- Hybrid People Leaders: must reside in AZ, required to be onsite at least twice per week
- Hybrid Individual Contributors: must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per week
- Hybrid 2 (Operational Roles such as but not limited to: Customer Service, Claims Processors, and Correspondence positions): must reside in AZ, unless otherwise cited within this posting, required to be onsite at least once per month
- Onsite: daily onsite requirement based on the essential functions of the job
- Remote: not held to onsite requirements, however, leadership can request presence onsite for business reasons including but not limited to staff meetings, one-on-ones, training, and team building
Please note that onsite requirements may change in the future, based on business need, and job responsibilities. Most employees should expect onsite requirements and at a minimum of once per week.
This remote work opportunity requires residency, and work to be performed, within the State of Arizona.
PURPOSE OF THE JOB
The Investment Accountant is responsible for all investment accounting (Statutory, GAAP and NAIC experience), monthly close activities, reconciliations, reporting, audit support, and related process improvements. This role helps ensure accurate and timely accounting results, compliance with statutory, regulatory, and company requirements, and clear documentation of investment accounting activity for management review.
REQUIRED QUALIFICATIONS
Required Work Experience
- 7 or more years of progressive accounting or finance experience, including investment accounting, statutory reporting, GAAP reporting, regulatory reporting, internal controls, audit support, or related financial reporting responsibilities.
- Demonstrated people leadership experience, including coaching, reviewing work, setting expectations, and managing accountability for deadlines and deliverables.
Required Education
- Bachelor’s Degree in accounting, business, or related field.
Required Licenses
- N/A
Required Certifications
- N/A
PREFERRED QUALIFICATIONS
Preferred Work Experience
- 10 or more years of investment accounting or finance experience in a regulated insurance or financial services environment.
- Prior experience managing statutory, GAAP, NAIC, or investment accounting reporting functions.
Preferred Education
- Master’s Degree in accounting, business, or related field of study.
Preferred Licenses
- Certified Public Accountant Certification (CPA)
Preferred Certifications
- N/A
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES
- Responsible for monthly investment accounting close activities and related reporting requirements, including preparation of journal entries, reconciliations, roll forwards, and supporting schedules.
- Responsible for statutory, GAAP, and NAIC investment schedules, footnotes, regulatory reporting, and management reporting deliverables related to investments.
- Ensure investment accounting data is accurate, complete, appropriately classified, and supported by clear documentation.
- Maintain strong working knowledge of insurance company investment accounting concepts, including securities, investment income, realized and unrealized gains and losses, impairment considerations, fair value, and statutory reporting requirements.
- Monitor applicable statutory, NAIC, regulatory, and company policy requirements and assess impacts to investment accounting and reporting processes.
- Support internal and external audits by coordinating requests, producing clear and concise documentation, resolving issues, and ensuring timely responses.
- Maintain and strengthen internal controls over investment accounting, reconciliations, reporting, and close activities; assess risks and recommend control enhancements as needed.
- Ensure process documentation is current, complete, and updated for regulatory, business, system, or control changes.
- Prepare and review concise analytics, schedules, and explanations of investment accounting results for management and senior finance leadership.
- Communicate accounting results, key drivers, risks, open items, and process issues clearly to finance partners, management, auditors, and cross-functional stakeholders.
- Lead remediation activities and process updates related to audit findings, control enhancements, regulatory changes, or reporting changes.
- Identify opportunities to improve efficiency, accuracy, documentation, consistency, automation, and data quality across investment accounting processes.
- Partner with Treasury, Finance, Actuarial, Tax, Compliance, Technology, and other stakeholders to support complete and accurate investment accounting and reporting.
- Manage multiple priorities, plan close and reporting activities in advance, meet internal and external deadlines, and escalate issues timely with recommended solutions.
- Promote a collaborative, resilient, and continuous-improvement oriented team environment.
EXPECTATIONS BY LEVEL
Problem Solving
Level 1:
Asks questions/ability to analyze data and identify issues.
Level 2:
Identifies issues and is able to resolve independently. Actively seeks process improvements.
Level 3:
Identifies less obvious issues timely and lays out solid options to consider. Actively seeks process improvements.
Technical Skills
Level 1:
Ability to learn and apply learned concepts. Learn and use business application as required for job.
Level 2:
Demonstrates good understanding of data and financial principles. Proficient in Excel to create effective and efficient reports.
Level 3:
Can simplify complex processes and willing to re-engineer processes from scratch. Able to consider appropriate use of software/tools for each job.
Productivity
Level 1:
Observes work hours, manages PTO and notifies manager of schedule changes. Utilizes existing processes and methods for efficiency.
Level 2:
Begins to separate and combine tasks into an efficient workflow. Finds ways to work smarter that produces the work in less time.
Level 3:
Identifies material factors in the analysis. Able to lead team on multiple projects/tasks effectively by communicating, planning and meeting goals set.
Accuracy
Level 1:
Analyzes own work and checks for correctness. Does not repeat errors.
Level 2:
Contributes by peer reviewing co-workers work.
Level 3:
Finds new ways to improve accuracy.
Interpersonal Skills
Level 1:
Respectful of others, builds credibility and rapport by responding timely to inquiries and admitting to mistakes.
Level 2:
Does not become defensive when encountering resistance. Able to maintain composure under stress.
Level 3:
Able to confidently lead team(s) on projects and provide feedback and training.
Time Management
Level 1:
Sets and meets reasonable deadlines. Gives ample notice to management regarding delays or help needed.
Level 2:
Able to plan projects and set priorities with some assistance from management.
Level 3:
Leads projects independently with minimal assistance. Keeping management well informed.
Initiative
Level 1:
Is proactive with little to no dead time.
Level 2:
Asks why we do things. Interested in expanding current knowledge and makes recommendations beyond specific assignments.
Level 3:
Looks for new ways to improve. Researches beyond specific assignment. Makes suggestions and implements new ways to improve.
Communication
Level 1:
Communicates effectively with co-workers and other departments with little spelling and grammar errors.
Level 2:
Able to effectively summarize/present assigned projects with overview and status.
Level 3:
Able to summarize complex issues/projects. Provides meaningful answers to questions regarding work performed.
REQUIRED COMPETENCIES
Required Job Skills
- Experience with Oracle ERP, Oracle ARCS, Oracle Task Manager, Clearwater, and Microsoft Office.
- Strong analytical skills with attention to detail and the ability to identify issues, research variances, evaluate options, and recommend appropriate follow-up.
- Investment accounting experience, including securities, investment income, realized and unrealized gains and losses, fair value information, impairments, reconciliations, and management reporting.
- Insurance company accounting experience, including Statutory, GAAP, NAIC, and regulated industry reporting requirements.
- Internal control experience, including SOX or similar control frameworks, audit support, process documentation, and issue remediation.
- Ability to prepare executive-ready analysis and communicate complex accounting and regulatory matters clearly to finance and non-finance stakeholders.
Required Professional Competencies
- Prioritize, organize, and lead work in a high-volume close and reporting environment.
- Technical and functional expertise in investment accounting, statutory reporting, internal controls, and regulatory reporting.
- Sound judgment and decision-making, including the ability to assess issues, evaluate options, and recommend actions.
- Understanding the business and translating business activity into accurate accounting and reporting outcomes.
- Achieving results through planning, accountability, collaboration, and deadline management.
- Serving internal and external customers through responsive, accurate, and professional support.
- Teamwork, cross-functional partnership, and effective interpersonal and communication skills.
PREFERRED COMPETENCIES
Preferred Job Skills
- Advanced PC, data mining and data manipulation, and AI proficiency.
Preferred Professional Competencies
- Knowledge of a wide range of matters pertaining to the organization's operations.
LI-AB1
Our Commitment
AZ Blue does not discriminate in hiring or employment on the basis of race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected group.
Thank you for your interest in Blue Cross Blue Shield of Arizona. For more information on our company, see azblue.com. If interested in this position, please apply.
See all 3,664+ Investment Accountant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Accountant roles.
Get Access To All JobsTips for Finding Visa Sponsorship as an Investment Accountant
Align your degree to the role
Investment Accountant positions typically require a bachelor's degree in accounting, finance, or a closely related field. A general business degree without concentration coursework can trigger an RFE, so pull your transcripts and confirm the field-of-study match before submitting applications.
Search LCA filings by job title
Use Migrate Mate to find employers with verified LCA filing history for Investment Accountant roles. Firms that have filed before understand the process, which shortens negotiation time and reduces the chance of a sponsorship conversation stalling at the offer stage.
Target fund administrators and custodians
Asset servicers, fund administrators, and global custodians file disproportionately high LCA volumes for investment accounting roles. Prioritize these employer categories over regional banks or boutique advisors, where sponsorship infrastructure is often thinner and HR teams less familiar with the process.
Verify prevailing wage tier before negotiating
The DOL assigns a wage level to your LCA based on experience and duties. Run your job title and location through the OFLC Wage Search before salary talks so you know the Level I through Level IV range, and can confirm any offer clears the certified wage floor.
Get your CPA progress documented early
Many employers view active CPA candidacy as a soft requirement for Investment Accountant sponsorship decisions. Request an official letter from NASBA or your state board confirming completed exam sections before interviews, as this directly supports the specialty occupation argument in USCIS filings.
Clarify PERM timing if you want a green card
If your goal is permanent residence via EB-2 or EB-3, ask prospective employers whether they have PERM counsel on retainer. Firms that sponsor H-1B workers don't automatically run PERM, and starting that conversation after your first renewal is too late to stay on track.
Frequently Asked Questions
Does an Investment Accountant role qualify as a specialty occupation for H-1B purposes?
Yes, Investment Accountant positions consistently qualify as specialty occupations because USCIS requires at least a bachelor's degree in accounting, finance, or a directly related field as a standard industry requirement for the role. The key is that the degree must be field-specific. A general studies or liberal arts degree, even at bachelor's level, is unlikely to satisfy the specialty occupation definition without additional credential evaluation.
Which visa types do Investment Accountants most commonly use for U.S. sponsorship?
H-1B is the most common pathway for Investment Accountants from most nationalities, though it requires clearing the annual lottery. Australian nationals can pursue the E-3 visa instead, which has a 10,500 annual cap that has never been exhausted and no lottery. TN visa status is available to Canadian and Mexican nationals if the specific accounting role and credentials meet USMCA profession list requirements.
How do I find Investment Accountant employers that actively sponsor visas?
Migrate Mate lists employers with verified LCA sponsorship history for Investment Accountant roles, so you can focus your search on firms that have already navigated the filing process. Asset managers, fund administrators, and Big Four accounting practices tend to have the most consistent sponsorship track records in this job category.
Does a CPA license affect my chances of visa sponsorship as an Investment Accountant?
A CPA license strengthens your specialty occupation case because it reinforces the degree-and-credential standard USCIS looks for, but it isn't a legal requirement for the H-1B or E-3 petition itself. Where it matters most practically is with individual employers: firms with strict credentialing standards may treat active CPA candidacy or licensure as a threshold condition before committing to sponsorship costs.
Can an Investment Accountant on OPT transition directly to H-1B sponsorship?
Yes. If you're working as an Investment Accountant on F-1 OPT and your employer files an H-1B petition on your behalf before the annual cap-subject registration deadline, your OPT authorization can bridge the gap to October 1 under the cap-gap rule. STEM OPT extension is available if your degree is in a qualifying STEM-designated field such as accounting or financial mathematics, adding up to 24 months of additional work authorization.
What is the prevailing wage requirement for sponsored Investment Accountant jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.