Investment Specialist

Vaga não está no LinkedIn

🕒 Março 19

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $134.000 - $269.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💸 Planejamento e Análise Financeira (FP&A)

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

RSM US LLP

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1926

Consulting • Financial services • Professional services

A RSM US LLP é uma sociedade de responsabilidade limitada (LLP) e a firma-membro nos EUA da RSM International, oferecendo serviços de asseguração, tributos e consultoria, principalmente para empresas do mercado médio (middle market). A firma tem foco em entregar insights e soluções sob medida para ajudar os clientes a navegar desafios empresariais complexos e impulsionar o crescimento. Com expertise em diversos setores, a RSM busca apoiar o sucesso dos clientes por meio de consultoria estratégica e soluções de negócios práticas.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• Flexibility in your schedule • Competitive benefits and compensation package