Brandon Jeffries

Investment Accountant at Security Benefit | CFA Level lll Candidate

Role
Investment Accountant ll - External Reporting at Security Benefit
Location
Kansas City, MO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brandon Jeffries

CFA Charterholder with experience spanning investment accounting, equity research, and…

Experience

  1. Investment Accountant ll - External Reporting

    Security Benefit

    Feb 2025 — Present · Overland Park, KS, US

    Prepare monthly Investment Committee reporting for Skyridge Re covering asset allocation, earned rates, URGL breakouts, and FX exposure.Maintain and validate data within the S&P Capital model, ensuring accuracy of investment schedules and reconciliations.Analyze and compile RBC reporting by reviewing and interpreting LP statements to determine underlying exposures and valuations.Contribute to quarterly and annual GAAP MD & A preparation, providing investment commentary and data support.Support completion of investment-related footnote disclosures, ensuring accuracy and compliance with reporting standards.

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Brandon Jeffries — Investment Accountant ll - External Reporting at Security Benefit in Kansas City, MO, US | Unifers