Investment Specialist

RSM UK

Remote, USA
Base: $134,000 - $269,000; bonus/equity: discretio...
Fully remote
Investment strategies analysis
Investment policies review
Investment risk management
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

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.

Matching 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.

Salary

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

Skills & Requirements

Must-have

  • investment strategies analysis
  • investment policies review
  • investment risk management
  • derivative investment portfolio
  • investment-related agreements review
  • compliance with state laws

Nice-to-have

  • critical-thinking and problem-solving
  • advanced analytical skills
  • excellent communication skills
  • outstanding interpersonal skills
  • forward-thinking leader
  • team building and development

Key Requirements

  • Bachelor’s Degree in Finance or Accounting
  • 10+ years of relevant experience
  • Proficiency with Microsoft 365 suite
  • Demonstrated time management skills
  • Advanced analytical skills

Work Rights

Not specified

Tailored Resume

Cover Letter