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Robert Half Logo Robert Half · Finance

Investment Accounting Advisory Specialist

United States, Bellevue · Job Posted February 01, 2026
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Job Description

We are looking for a knowledgeable Investment Accounting Advisory Specialist to join our team in Bellevue, Washington. In this role, you will provide expert advice and guidance on complex accounting matters related to diverse investment portfolios, ensuring compliance with regulatory and accounting standards. This position offers the opportunity to collaborate with cross-functional teams and contribute to strategic decision-making within the financial services sector.

Job Responsibility

  • Conduct in-depth research to offer practical accounting guidance for various asset types, including traditional investments, private equity, derivatives, and alternative assets
  • Advise senior leadership on the accounting implications of new investments and evolving regulatory guidance
  • Collaborate on the implementation of new accounting standards, providing transaction advisory support
  • Act as a key resource for internal teams by translating complex accounting principles into actionable strategies that align with organizational objectives
  • Evaluate regulatory and accounting changes to ensure investment accounting policies are updated and effectively applied
  • Analyze and review consolidation processes for new limited partnership investments
  • Prepare and present detailed technical documentation and memos regarding accounting treatments and transactions
  • Lead special projects, such as adopting new accounting standards and enhancing reporting practices within investment accounting

Requirements

  • Strong expertise in technical accounting practices, particularly within the financial services and insurance industries
  • Proven experience with investment accounting for diverse asset types, including mortgage loans, private equity, and derivatives
  • Comprehensive understanding of SEC compliance and regulatory requirements
  • Excellent analytical skills to assess the impact of accounting changes and develop appropriate policies
  • Ability to communicate complex accounting concepts clearly to various stakeholders
  • Demonstrated ability to manage multiple projects and prioritize effectively in a fast-paced environment
  • Proficiency in preparing detailed technical documentation and reports
  • Collaborative mindset with a focus on aligning accounting strategies with organizational goals

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
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