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Investment Accountant
- Commonwealth of Pennsylvania (PA)
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Investment Accountant
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Investment Accountant
Salary
$75,951.00 - $121,292.00 Annually
Location
Dauphin County, PA
Job Type
Non-Civil Service Permanent Full-time
Job Number
N-2025-25470
Department
State Employees' Retirement System
Division
SR Off Fin Mgmt
Opening Date
05/22/2025
Closing Date
6/5/2025 11:59 PM Eastern
Job Code
R9300
Position Number
50684665
Union
Non Union
Bargaining Unit
A3
Pay Group
ISB3
Bureau / Division Code
00704000
Bureau / Division
Office of Financial Management
Worksite Address
30 N 3rd Street, 5th floor
City
Harrisburg, Pennsylvania
Zip Code
17101
Contact Name
Pamela Pheasant
Contact Phone
717.237.0265
Contact Email
+ Description
+ Benefits
+ Questions
THE POSITION
Are you a detail-oriented accountant or auditor with investment experience, strong financial acumen, and a passion for navigating accounting risks and internal controls? If so, we invite you to add your skills and experience to our team by applying today for this Investment Accountant opportunity in the Office of Financial Management (OFM) of the PA State Employees' Retirement System (SERS).
DESCRIPTION OF WORK
As a self-driven and motivated professional, you'll play a key role in ensuring financial excellence and risk management within our organization. Your primary responsibilities as an Investment Accountant will include performing quality control reviews of financial data, analyzing financial risks, and evaluating internal controls with a focus on investment-related transactions. You also will serve as a key liaison to the SERS internal auditors, compliance personnel, various external auditors, and SERS actuary.
Additional details can be found in the position description (https://careers.employment.pa.gov/pd/PD\_NEOGOV.asp?p=50684665) .
About SERS:
Established in 1923, SERS is one of the nation's oldest retirement plans for public employees and manages the pension benefits of more than 240,000 employees and retirees for 99 public sector employers. In 2024, SERS paid about $4.0 billion in benefits and managed $38.7 billion in assets. Additional information is available at www.SERS.pa.gov .
Our mission is to prepare our members and participants to achieve financial security in retirement. We achieve this through focusing on our mission, acting ethically and with integrity, empowering our members, embracing innovation, fostering life work balance, modeling an inclusive and respectful workplace, valuing and developing team members, collaborating, and finding joy in our work.
SERS is an equal opportunity employer and welcomes all qualified individuals to our team. We are committed to an inclusive and respectful work environment that fosters personal and professional growth, embraces the contributions of all team members, and leverages diversity in people, ideas, and experiences to achieve our highest potential.
SERS is located in Harrisburg, Pennsylvania. Situated along the Susquehanna River, Harrisburg is an affordable city in which to live and is located just a few hours from Philadelphia, Baltimore, and Washington, D.C.
Work Schedule and Additional Information:
+ Full-time employment, 37.5-hour work week, Monday through Friday.
+ Work hours: A work schedule beginning and ending between 8:00 AM - 5:00 PM, inclusive, with a half-hour or one-hour meal period will be considered, depending on operational requirements. The requested schedule may not end prior to 4:00 PM.
+ Telework: You may have the opportunity to work from home (telework) full-time with occasional onsite visits as needed. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location in Pennsylvania; otherwise, you must work on-site at the work location specified in this job posting.
+ Salary: In some cases, the starting salary may be non-negotiable.
+ Financial Disclosure:The individual appointed to this position will be required to disclose financial information consistent with provisions of the Public Official and Employee Ethics Act and the Governor's Code of Conduct.
+ You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.
+ This position is located in Dauphin County, Harrisburg, Pennsylvania. SERS will not pay for relocation, housing, or travel expenses. All applicants must be willing to work in and commute to the Harrisburg location when on-site work is required.
REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS
Minimum Experience and Training Requirements:
+ Four years of professional accounting or auditing experience which includes one year of professional investment accounting or investment auditing experience, and a bachelor’s degree supplemented by eighteen credits in accounting;or
+ An equivalent combination of experience and training which includes one year of professional investment accounting or investment auditing experience, and a bachelor’s degree supplemented by eighteen credits in accounting.
Other Requirements:
+ You must be able to perform essential job functions.
+ You must pass a background investigation.
+ You must possess satisfactory communication and interpersonal skills.
+ You must be adept at problem-solving and decision-making.
+ You must possess satisfactory job knowledge and technical skills.
+ You must demonstrate satisfactory initiative and motivation.
Preferred Qualification (not required):
+ Certified Public Accountant (CPA)
How to Apply:
+ Your application must include acover letter, résumé, andcollege transcripts.
+ If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
+ Your application must be submitted by the posting closing date. Late applications and other required materials will not be accepted.
+ Failure to comply with the above application requirements may eliminate you from consideration for this position.
Veterans:
+ Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preference for veterans, go to https://www.employment.pa.gov/Additional%20Info/Pages/default.aspx and click the Veterans’ Preference tab or contact us at [email protected] .
Telecommunications Relay Service (TRS):
+ 711 (hearing and speech disabilities or other individuals).
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.
Learn more about our Total Rewards by watching this shortvideo (https://www.youtube.com/embed/HtcSRnndflc?rel=0) !
See the total value of your benefits package by exploring ourbenefits calculator.
Health & Wellness
We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*
Compensation & Financial Planning
We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options.
Work/Life Balance
We know there’s more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.*
Values and Culture
We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.
Employee Perks
Sometimes, it is the little “extras” that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.
For more information on all of these Total Rewards benefits, please visitwww.employment.pa.gov and click on the benefits box.
*Eligibility rules apply.
01
1. What is your HIGHEST completed degree from an accredited U.S. college or university or a certified foreign studies equivalency? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.
If your education was acquired outside of the United States, you must also upload a copy of your foreign credential evaluation. For more information on foreign education credentials, please visithttps://www.employment.pa.gov/Additional%20Info/Pages/default.aspx#q3and click on Other Information.
+ Doctorate degree
+ Master's degree
+ Bachelor's degree
+ Associate's degree
+ No degree
02
List your specific degree(s) or if you do not have a degree, type N/A in the text box below.
03
Do you have at least 18 credits in accounting from an accredited U.S. college or university or a certified foreign studies equivalency? Credits MUST be in accounting with the exception of one finance course which may be counted toward the accounting credit total. If your credits are in quarter hours, you will need to convert them to semester hours in order to accurately respond to this question. Semester hours = quarter hours x .67. If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.
If you answer "yes" to this question based on education acquired outside of the United States, you must also upload a copy of your foreign credential evaluation. For more information on foreign education credentials, please visithttps://www.employment.pa.gov/Additional%20Info/Pages/default.aspx#q3and click on Other Information.
+ Yes
+ No
04
How many years of professional accounting and/or auditing experience do you have?
+ 4 years or more
+ 2 but less than 4 years
+ Less than 2 years
+ None
05
If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.
06
How many years of professional investment accounting and/or investment auditing experience do you have?
+ 2 years or more
+ 2 but less than 4 years
+ Less than 1 year
+ None
07
If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.
08
How many years of experience do you have supervising professional accounting and/or auditing staff?
+ 2 years or more
+ 1 but less than 2 years
+ Less than 1 year
+ None
09
If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.
10
An employee participating in the telework program is required to sign a standard telework agreement which includes a requirement for the designated alternate worksite to be in Pennsylvania (PA). This job title does not require PA residency, however you will not be eligible to telework if you do not establish an alternate worksite in PA. Are you willing to accept this position knowing these conditions?
+ Yes
+ No
11
How did you first learn about this opportunity?
12
Have you attached your resume, cover letter, and college transcripts? This is required.
+ Yes
+ No
13
Additional Requirement: Are you willing to work in and commute to the Harrisburg, PA location when on-site work is required?
+ Yes
+ No
14
Preferred Criteria: Which professional certifications do you hold? Check all that apply.
+ Certified Public Accountant (CPA)
+ Certified Management Accountant (CMA)
+ Chartered Global Management Accountant (CGMA)
+ Certified Internal Auditor (CIA)
+ Certified Fraud Examiner (CFE)
+ Chartered Financial Analyst (CFA)
+ Other relevant and job-related certification(s) or passed levels of the CFA exam but are not yet a charter holder
+ No certifications
15
Preferred Criterial: If you possess any of the certifications above, please provide your certification or license number(s).
Required Question
Employer
Commonwealth of Pennsylvania
Address
613 North Street
Harrisburg, Pennsylvania, 17120
Website
http://www.employment.pa.gov
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