Experience with insurance industry portfolio management
The role involves working closely with regulators to review and analyze companies' investment strategies, products, and portfolios as part of regulatory oversight projects
Job Summary
The role involves working closely with regulators to review and analyze companies' investment strategies, products, and portfolios as part of regulatory oversight projects.
Candidates will be responsible for assessing investment risk management processes, reviewing derivative portfolios, and communicating complex investment topics to stakeholders.
The position offers a competitive compensation package ranging from $134,000 to $269,000 with opportunities for discretionary bonuses and flexible scheduling.
Matching Summary
The role involves working closely with regulators to review and analyze companies' investment strategies, products, and portfolios as part of regulatory oversight projects.
Salary
Base: $134,000 - $269,000; Bonus/Equity: Discretionary bonus based on performance; Benefits: Competitive benefits package including schedule flexibility
Skills & Requirements
Must-have
10+ years investment management experience
Bachelor's degree in Finance or Accounting
Experience with insurance industry portfolio management
Proficiency in Microsoft 365 suite tools
Ability to review internal controls and governance
Nice-to-have
MBA or CPA certification preferred
CFA or Certified Investment Specialist credentials
Dynamic team-first attitude
Strong critical-thinking abilities
Supervisory experience guiding team members
Key Requirements
10+ years relevant experience in investment risk management
Bachelor's Degree in Finance or Accounting required
Demonstrated ability to interact with executives and senior managers
Ethical standards and professional integrity required