Investment Specialist
RSM US LLP
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $134,000 - $269,000 per year
About the role
- Evaluate investment portfolios as part of regulatory oversight projects
- Assess practices and strategies of insurance entities
- Identify specific investment-related issues and recommend solutions
- Work closely with regulators to review and provide analysis for companies’ investment strategies
- Develop interview questions and lead investments interviews of senior and executive management
- Execute testing of compliance with state laws, rules and regulations
- Participate in client status meetings, prepare and review deliverables, and assist in identifying issues
- Review valuation and assess impairment of investments
Requirements
- Bachelor’s Degree in Finance or Accounting
- 10+ years of relevant experience in investment management or investment risk management in insurance, banking, or asset management industries
- MBA, CPA and/or other professional certification(s) preferred; including Certified Investment Specialist (CIS), Chartered Financial Analyst (CFA)
- Demonstrated critical-thinking and problem-solving abilities
- Proficiency with the Microsoft 365 suite of products and business productivity tools
- Demonstrated time management and project management skills
- Advanced analytical skills, including statistical sampling, with the ability to interpret financial data and provide insights
- Excellent presentation, verbal, and written communication skills
- Excellent organizational skills and the ability to manage and prioritize multiple tasks, projects and assignments simultaneously
- Flexibility to travel occasionally
Benefits
- Flexibility in your schedule
- Competitive benefits and compensation package
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment managementinvestment risk managementfinancial data analysisstatistical samplingcompliance testingvaluation assessmentimpairment assessmentregulatory oversightproblem-solvingcritical-thinking
Soft Skills
time managementproject managementpresentation skillsverbal communicationwritten communicationorganizational skillsflexibilityability to prioritizeinterpersonal skillsleadership
Certifications
Bachelor’s Degree in FinanceBachelor’s Degree in AccountingMBACPACertified Investment Specialist (CIS)Chartered Financial Analyst (CFA)