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.
• At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

Matching Summary

Salary

Base: $134,000 - $269,000; Bonus/Equity: Discretionary bonus based on firm and individual performance; Benefits: Not specified

Skills & Requirements

Key Requirements

• Bachelor’s Degree in Finance or Accounting
• 10+ years relevant experience
• Proficiency with Microsoft 365
• Demonstrated critical-thinking abilities
• Advanced analytical skills

Work Rights