Investment Specialist

RSM UK

Remote, USA
Base: $134,000 - $269,000; bonus/equity: discretio...
Fully remote
10+ years investment management experience
Bachelor's degree in finance or accounting
Review of investment policies and controls
The role involves working closely with regulators to review and analyze companies' investment strategies, products, and portfolios

Job Summary

  • The role involves working closely with regulators to review and analyze companies' investment strategies, products, and portfolios.
  • Candidates will assess governance functions over investment areas and execute testing of compliance with state laws and regulations.
  • RSM offers a competitive benefits package, flexibility in scheduling, and opportunities for personal and professional growth.

Matching Summary

The role involves working closely with regulators to review and analyze companies' investment strategies, products, and portfolios.

Salary

Base: $134,000 - $269,000; Bonus/Equity: Discretionary bonus based on performance; Benefits: Competitive package with schedule flexibility

Skills & Requirements

Must-have

  • 10+ years investment management experience
  • Bachelor's degree in Finance or Accounting
  • Review of investment policies and controls
  • Experience with derivative portfolios
  • Knowledge of state laws and regulations

Nice-to-have

  • MBA or CPA certification preferred
  • Certified Investment Specialist (CIS) credential
  • Collaborative team-first attitude
  • Dynamic and flexible demeanor
  • Strong presentation skills

Key Requirements

  • 10+ years relevant experience in insurance or banking
  • Bachelor's Degree in Finance or Accounting
  • Proficiency with Microsoft 365 suite
  • Supervisory experience required
  • US work authorization (no sponsorship)

Work Rights

Not specified

Tailored Resume

Cover Letter