Investment Specialist (Insurance Investment Risk)

Location: Remote—USA location; occasional travel required.

Salary: $134,000–$269,000 annually, plus eligibility for a discretionary performance-based bonus.

Company

hirify.global Risk & Regulatory Consulting, LLC provides regulatory services including financial examinations, investment analysis, actuarial services, reinsurance expertise, market conduct examinations, and compliance consulting.

What you will do

• Evaluate insurance companies’ investment strategies, products, portfolios, investment plans, agreements, and risk management processes.
• Review investment policies, procedures, controls, ownership, valuation, and performance against industry benchmarks.
• Assess derivative portfolios, hedging programs, investment-related agreements, and impairment of complex securities.
• Support risk-focused financial examinations by developing interview questions, assessing investment governance, and testing compliance with state laws and regulations.
• Prepare client deliverables, identify issues, participate in status meetings, and communicate complex investment topics to stakeholders.
• Collaborate with actuaries, reinsurance specialists, and financial examiners while documenting work according to regulatory requirements.

Requirements

• Bachelor’s degree in Finance or Accounting.
• 10+ years of relevant experience in investment management or investment risk management within insurance, banking, or asset management.
• Advanced analytical skills, including statistical sampling and interpretation of financial data.
• Strong presentation, written and verbal communication, organizational, time-management, and project-management skills.
• Experience working with executives and senior managers, plus prior supervisory experience and the ability to guide team members.
• Must be located in the USA; entry-level candidates requiring current or future sponsorship are not intended for hire.

Nice to have

• MBA, CPA, Certified Investment Specialist, Chartered Financial Analyst, or another professional certification.
• Insurance industry portfolio management experience.
• Experience reviewing, assessing, and documenting investment-related internal controls and governance.

Culture & Benefits

• Flexible scheduling to help balance personal responsibilities and client service.
• Competitive compensation and benefits package.
• Opportunity for advancement and professional growth.
• Collaborative, client-focused environment with emphasis on ethical and professional standards.