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Investment Accounting Associate II – Mortgage Loans, Real Estate
MassMutual. Ensure accurate and timely monthly, quarterly, and annual accounting close cycles for mortgage loan and real estate asset classes .
Posted 10/6/2026full-timeBoston • Massachusetts • United StatesJuniorMid-Level💰 $99,800 - $131,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment accounting, including compliance with GAAP and statutory requirements, while effectively analyzing financial data and presenting insights to senior management. Proven ability to manage complex projects, improve accounting processes, and collaborate across cross-functional teams.
Highest-signal resume keywords
Investment Accounting ExperienceGAAP Accounting KnowledgeMicrosoft Excel ProficiencyAnalytical SkillsCPA Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AccountingGAAP AccountingStatutory AccountingFinancial AnalysisData AnalysisFinancial ReportingAccounting Process ImprovementInternal Control FrameworkRegulatory ComplianceFinancial Statement Review
Soft Skills
Analytical SkillsCommunication SkillsRelationship BuildingAdaptabilityIntellectual Curiosity
Tools & Technologies
Microsoft Excel
Certifications & Qualifications
CPA Designation
Industry Keywords
Mortgage Loan AccountingReal Estate AccountingInvestment TransactionsFinancial StatementsAudit Support
About the role
Key responsibilities & impact- Ensure accurate and timely monthly, quarterly, and annual accounting close cycles for mortgage loan and real estate asset classes
- Account for investment transactions in compliance with applicable regulations
- Review and analyze reports prepared by the third-party administrator
- Review financial statements, footnote schedules, regulatory filings, and management reports
- Analyze trends and results and develop commentary explaining impacts on financial results
- Prepare, analyze, and present monthly financial analysis reports to senior management
- Support annual regulatory financial statement audit requests and participate in auditor discussions
- Manage competing priorities and improve established processes
- Identify and implement accounting improvements
- Lead increasingly complex projects and continuous improvement efforts
- Collaborate with Accounting Policy, Chief Investment Office, Tax, Financial Reporting, Capital Management, and business unit controllers
- Implement new statutory and GAAP investment accounting requirements
- Establish accounting processes for new investments and investment-related transactions
- Develop, document, and maintain the internal control framework
- Monitor investment accounting controls, including vendor-performed work
- Participate in implementing the Company’s new ledger
Requirements
What you’ll need- Bachelor’s degree
- 4+ years of investment accounting experience with increasing levels of responsibility
- 2+ years of experience with Microsoft Excel, including complex formulas, PivotTables, data analysis, and large financial datasets
- Experience with investment, loan, mortgage loan, and/or real estate accounting is a plus
- CPA designation or progress toward certification preferred
- Knowledge of statutory (STAT) and GAAP accounting
- Strong analytical skills and ability to interpret financial data and communicate results
- Ability to deliver high-quality work efficiently and operate with increasing independence
- Ability to build and maintain relationships across cross-functional teams and with third parties
- Excellent written and verbal communication skills
- Ability to succeed in a dynamic, agile environment
- Intellectual curiosity and commitment to continuous learning
Benefits
Comp & perks- Incentive and bonus opportunities
- Bonus target or Variable Incentive Compensation component
- Industry-leading pay and benefits
- Access to learning, development, and internal networks
- Employee-led communities and forums supporting connection, learning, and inclusion
- Collaborative, inclusive, vibrant, and diverse culture
- Accommodation support for the application process