Investment Specialist

Risk & Regulatory Consulting, LLC (RRC)

Remote, USA
Base: $134,000 - $269,000; bonus/equity: discretio...
Fully remote
Evaluate investment portfolios
Assess insurance entity practices
Identify investment-related issues
Risk & Regulatory Consulting, LLC (RRC) is seeking an Investment Specialist to evaluate investment portfolios for regulatory oversight projects. The position is remote, open to both full-time and part-time applicants, and offers opportunities for personal and professional growth

Job Summary

  • The Investment Specialist will be responsible for evaluating investment portfolios as part of regulatory oversight projects, assessing practices and strategies of insurance entities, identifying specific investment related issues, and recommending solutions to address findings.
  • Work closely with regulators to review and provide analysis for companies’ investment strategies, products, portfolios, investment plans, and agreements, including reviewing investment policies, guidelines, procedures and controls.
  • RSM offers a competitive benefits and compensation package, flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

Matching Summary

Match Score: 85

Risk & Regulatory Consulting, LLC (RRC) is seeking an Investment Specialist to evaluate investment portfolios for regulatory oversight projects. The position is remote, open to both full-time and part-time applicants, and offers opportunities for personal and professional growth.

Salary

Base: $134,000 - $269,000; Bonus/Equity: Discretionary bonus based on firm and individual performance; Benefits: Competitive benefits and compensation package

Skills & Requirements

Must-have

  • Evaluate investment portfolios
  • Assess insurance entity practices
  • Identify investment-related issues
  • Recommend solutions for findings
  • Analyze investment strategies and products
  • Review investment policies and controls
  • Assess derivative investment portfolios

Nice-to-have

  • Thrive personally and professionally
  • Inspiring and empowering environment
  • Compelling to clients
  • Team-first attitude
  • Forward-thinking leader

Key Requirements

  • Bachelor’s Degree in Finance or Accounting
  • 10+ years of relevant experience
  • MBA, CPA and/or other professional certification(s) preferred
  • Demonstrated critical-thinking and problem-solving abilities
  • Proficiency with Microsoft 365 suite
  • Advanced analytical skills
  • Excellent presentation, verbal, and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter