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
About Brandon Jeffries
CFA Charterholder with experience spanning investment accounting, equity research, and…
Experience
Investment Accountant ll - External Reporting
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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