Remote Investment Risk & Regulatory Specialist

Rsm Us Llp.; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive benefits package

Flexible schedule

Job summary

A top professional services firm is seeking an Investment Specialist to evaluate investment portfolios and assist in regulatory oversight. The ideal candidate will have over 10 years of experience in investment management and a Bachelor's in Finance or Accounting. Responsibilities include analyzing investment strategies and working with regulators. An MBA or CPA is preferred. The position offers opportunities for professional growth in a supportive work environment.

Qualifications

• 10+ years of relevant experience in investment management or risk management.
• Preferred qualifications include an MBA, CPA or CIS.
• Experience with investment-related internal controls is preferred.

Responsibilities

• Evaluate investment portfolios as part of oversight projects.
• Review entities' investment strategies and risk management processes.
• Support compliance testing and documentation in accordance with regulations.

Skills

Critical thinking

Analytical skills

Project management

Communication skills

Education

Bachelor's Degree in Finance or Accounting

Tools

Microsoft 365

Job description

A top professional services firm is seeking an Investment Specialist to evaluate investment portfolios and assist in regulatory oversight. The ideal candidate will have over 10 years of experience in investment management and a Bachelor's in Finance or Accounting. Responsibilities include analyzing investment strategies and working with regulators. An MBA or CPA is preferred. The position offers opportunities for professional growth in a supportive work environment.