Accountant - Investments

Role overview

The Montana Board of Investments is looking for an Investment Accountant to handle day-to-day investment accounting, account reconciliations, year-end close activities, and financial reporting for major public investment and trust assets. This position is suited to someone who wants work with public impact, advanced accounting tasks, and a direct role in protecting the accuracy of Montana’s investment records.

Why this role stands out

• You will work on complex investment transactions, reconciliations, and reporting requirements.
• You will support annual reporting and audited financial statements.
• You will be part of a team culture centered on collaboration, mutual respect, and professional growth.
• Recent graduates with strong academic preparation may be considered for a training assignment if they show strong potential.

Training assignment opportunity

The agency may consider a training assignment for candidates who have recently completed a bachelor’s degree in accounting, finance, or a related discipline, including those who graduated this May. This route is intended for applicants with solid academic grounding and the ability to develop into full-performance investment accounting through guided learning, coaching, and gradually more complex responsibilities.

Team environment

The Board of Investments emphasizes a dependable, high-performing team built on trust and respect. The workplace is structured to be challenging and rewarding, with clear goals supported by compensation, recognition, and growth opportunities.

Qualifications

A bachelor’s degree in finance, accounting, or a related field is required, along with at least 4 years of relevant experience. Comparable combinations of education and experience may also be accepted. A CPA, or progress toward CPA qualification, is strongly preferred.

Additional information

• Successful completion of a background check is required.
• The same candidate pool may be reused if another vacancy in this title opens within 6 months.
• This agency may use a training assignment, and pay during training may be below the standard base rate as allowed by agency pay rules.
• Training assignment terms will be provided in writing at hire.
• Telework is not available for this position.
• Employee status is regular and the schedule is full-time.
• Job type is standard.
• Shift is day shift.
• Travel is not required.
• Primary location is Helena.
• Agency: Board of Investments.
• Union: 000 - None.
• Application materials required: cover letter and resume.
• Reasonable accommodation requests during the application or hiring process should be directed to the agency HR staff or the Montana Relay service at 711.
• The state government states that it does not discriminate on the basis of race, color, national origin, religion, sex, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, age, disability, genetic information, marital status, creed, political beliefs or affiliation, veteran status, military service, retaliation, or any other non-merit-based factor.