Evaluate investment portfolios as part of regulatory oversight projects
Assess practices and strategies of insurance entities
Identify specific investment-related issues and recommend solutions
Work closely with regulators to review and provide analysis for companies’ investment strategies
Develop interview questions and lead investments interviews of senior and executive management
Execute testing of compliance with state laws, rules and regulations
Participate in client status meetings, prepare and review deliverables, and assist in identifying issues
Review valuation and assess impairment of investments

Bachelor’s Degree in Finance or Accounting
10+ years of relevant experience in investment management or investment risk management in insurance, banking, or asset management industries
MBA, CPA and/or other professional certification(s) preferred; including Certified Investment Specialist (CIS), Chartered Financial Analyst (CFA)
Demonstrated critical-thinking and problem-solving abilities
Proficiency with the Microsoft 365 suite of products and business productivity tools
Demonstrated time management and project management skills
Advanced analytical skills, including statistical sampling, with the ability to interpret financial data and provide insights
Excellent presentation, verbal, and written communication skills
Excellent organizational skills and the ability to manage and prioritize multiple tasks, projects and assignments simultaneously
Flexibility to travel occasionally

Investment Specialist

Key skills