Senior Investment Risk & Portfolio Specialist (Remote)

RSM; Pennsylvania; Remote; USD 134,000 - 269,000; Full time

Job summary

Risk & Regulatory Consulting, LLC (RRC), an affiliate of RSM, is seeking an Investment Specialist to evaluate investment portfolios within regulatory oversight projects, with a focus on alternative investments and mortgage/private funds.

You will collaborate with regulators to review investment policies, risk management, and derivative portfolios, and you will communicate complex topics to clients. Remote-USA, full-time or part-time roles available.

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• 10+ years in investment management or investment risk in insurance, banking, or asset management.
• Experience with investment risk governance and internal controls.

Responsibilities

• Evaluate investment portfolios as part of regulatory oversight projects.
• Assess investment practices, policies, and risk management.
• Review and analyze derivative investments and hedging programs.
• Support interviews and regulatory testing during financial examinations.
• Communicate complex investment topics to clients and stakeholders.
• Document work according to regulatory requirements.

Skills

Critical thinking

Problem solving

Communication (verbal/written)

Time management

Project management

Interpersonal skills

Team leadership

Self-motivation

Ethical standards

Travel flexibility

Education

Bachelor's degree in Finance or Accounting

MBA

CPA or CIS CFA (preferred)

Tools

Microsoft 365

Job description

Risk & Regulatory Consulting, LLC (RRC), an affiliate of RSM, is seeking an Investment Specialist to evaluate investment portfolios within regulatory oversight projects, with a focus on alternative investments and mortgage/private funds.

You will collaborate with regulators to review investment policies, risk management, and derivative portfolios, and you will communicate complex topics to clients. Remote-USA, full-time or part-time roles available.