Investment Specialist

🕒 March 19

🇺🇸 United States – Remote

💵 $134k - $269k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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RSM US LLP

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1926

💼 Consulting

Consulting • Financial services • Professional services

RSM US LLP is a limited liability partnership and the U. S. member firm of RSM International, providing assurance, tax, and consulting services primarily to middle market businesses. The firm focuses on delivering insights and tailored solutions to help clients navigate complex business challenges and drive growth. With expertise across various sectors, RSM aims to support client success through strategic consulting and practical business solutions.

📋 Description

• 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