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Inizio Partners Corp
Jersey, NJ | Full Time
$100k-141k (estimate)
2 Months Ago
Investment Consultant
$100k-141k (estimate)
Full Time 2 Months Ago
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Inizio Partners Corp is Hiring an Investment Consultant Near Jersey, NJ

Role Overview:

  • The person would be working with Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.
  • The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
  • Should have hands on experience of few years with SQL, should be able to create business logic.
  • Advance level knowledge of MS Excel.
  • Should be independently able to conduct data analysis on results produced by financial models.
  • The person would be required to create automated upload templates that would be loaded to subledger/ledger.
  • The person will be responsible for testing and implementing the new/updated regulatory requirements.
  • The person should be able to quickly understand the business issues and data challenges and propose solutions.
  • Experience in Re-insurance preferred.

Key Responsibilities & Skillsets:

Common Skillsets:

  • Superior finance, analytical and problem-solving skills.
  • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
  • Excellent communication skill for client interaction

Financial Risk Management Skillsets:

  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
  • Background in Finance, Investment, Actuarial Science or pursuing actuarial exams.
  • Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements
  • Good knowledge of SQL, advanced Excel
  • Professional certification Actuarial exams or CFA and FRM working in Insurance industry.

Candidate Profile:

  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
  • Bachelor’s/master's degree in finance, Investments, actuarial science
  • 5-7 years’ experience in Life Insurance/Reinsurance
  • Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
  • Effective communication skills to convey technical concepts to non-technical team members.
  • Strong and in-depth understanding of insurance industry
  • Strong and in-depth understanding of investment instruments
  • Superior analytical and problem-solving skills.
  • Outstanding written and verbal communication skills
  • Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
  • Is able to understand cross cultural differences and can work with clients across the globe.

Job Type: Full-time

Pay: $130,000.00 - $175,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Vision insurance

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • Hybrid work

Experience:

  • Clearwater Accounting Platform: 2 years (Required)

Ability to Commute:

  • Jersey City, NJ 07304 (Required)

Work Location: Hybrid remote in Jersey City, NJ 07304

Job Summary

JOB TYPE

Full Time

SALARY

$100k-141k (estimate)

POST DATE

04/14/2024

EXPIRATION DATE

05/17/2024

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The following is the career advancement route for Investment Consultant positions, which can be used as a reference in future career path planning. As an Investment Consultant, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Consultant. You can explore the career advancement for an Investment Consultant below and select your interested title to get hiring information.

If you are interested in becoming an Investment Consultant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Investment Consultant for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Investment Consultant jobs

Becoming an investment consultant typically requires a college degree and some work experience.

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Investment consultants usually have a bachelor’s or graduate degree in a finance-related discipline such as accounting, business, or economics.

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Proven work experience as a Financial Consultant, Financial Adviser or similar role.

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