Full-Time
Investment Specialist
RSM
1,001-5,000 employees
Audit, advisory, and accounting services network
Compensation Overview
$134k - $269k/yr
No H1B Sponsorship
Remote in USA
Remote
Occasional travel is required.
Bachelor's, MBA
 Finance & Banking (1) |
|---|
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- A bachelor's degree in Finance or Accounting is required.
- At least 10 years of relevant experience in investment management or investment risk management within the insurance, banking, or asset management industries is required.
- Demonstrated critical-thinking and problem-solving abilities are required.
- Proficiency with the Microsoft 365 suite and business productivity tools, including software for presentations, reports, spreadsheets, and project planning, is required.
- Demonstrated time-management and project-management skills are required.
- Ability to interact with executives and senior managers is required.
- Advanced analytical skills, including statistical sampling and interpretation of financial data, are required.
- Strong presentation, verbal, and written communication skills are required, with attention to spelling, grammar, mathematical accuracy, and readability in deliverables.
- Strong organizational skills and the ability to manage multiple tasks, projects, and assignments simultaneously are required.
- Prior supervisory experience and the ability to guide and support team members, with an emphasis on team building and development, are required.
- Flexibility to travel occasionally is required.
- Ethical, integrity, and professional standards consistent with the firm are required.
- Work closely with regulators to review and analyze companies' investment strategies, products, portfolios, investment plans, and agreements.
- Review entities' investment policies, guidelines, procedures, and controls regarding investment accounts, and perform procedures to verify or establish the existence, ownership, and valuation of investment accounts.
- Compare investment activities with industry benchmarks.
- Review companies' investment risk-management processes.
- Review and assess derivative investment portfolios and hedging programs.
- Review and evaluate investment-related agreements.
- Develop interview questions and lead or assist with investment interviews of senior and executive management at companies, and assess governance functions over investment areas.
- Execute testing of compliance with state laws, rules, and regulations.
- Participate in client status meetings, prepare and review deliverables, and assist in identifying issues for communication to clients.
- Review valuation and assess impairment of investments, including asset-backed securities, mortgage-backed securities, and collateralized debt obligations.
- Work with actuaries, reinsurance specialists, and financial examiners on investment issues affecting their work.
- Communicate complex investment topics to clients and other stakeholders.
- Document work in accordance with defined regulatory requirements.
- An MBA, Certified Public Accountant credential, or other professional certification is preferred, including Certified Investment Specialist or Chartered Financial Analyst credentials.
- Experience in insurance-industry portfolio management is preferred.
- Experience reviewing, assessing, and documenting investment-related internal controls and governance is preferred.
RSM is a global network of independent firms providing audit, tax, and advisory services. In France, the network has 14 offices, about 1,100 collaborators and 85 partners, organized to deliver tailored services for SMEs, mid-market companies, and large enterprises. It operates through methodologies that combine business-area expertise with sector specialization, strong involvement of partners, and high-level professionals building durable client relationships, all guided by human-centric values. Worldwide, RSM is present in more than 120 countries with 41,000 professionals and global revenue of about $5.4 billion, enabling support for clients in every development phase both in France and abroad.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
1964
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Simplify's Take
What believers are saying
- RSM created a June 2026 corporate development unit to pursue acquisitions.
- RSM is deploying myRSM across the enterprise through a $1 billion digital investment.
- RSM France expanded Business Central expertise and added partners in 2026.
What critics are saying
- RSM Norge auditors faced Økokrim charges after Agder Gruppen’s 2025 collapse.
- RSM settled SEC audit misconduct in 2022, requiring a $3.75 million penalty.
- A major audit scandal could crush recruiting and client trust across the network.
What makes RSM unique
- RSM’s June 2026 transatlantic platform unifies US, UK, Canada, Ireland, Mexico.
- RSM France combines 19 locations, 1,600 experts, and partner-led sector specialization.
- RSM’s myRSM platform links consulting, tax, and assurance through one digital workflow.
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Benefits
Flexible Work Hours
Remote Work Options
Company News
RSM strengthens its capital allowances team with Matt McPherson. 28 July 2026 Consultancy.uk Leading audit, tax and consulting firm RSM has announced Matt McPherson is joining its innovation and capital tax reliefs team as a director, specialising in capital allowances. His appointment marks the firm's latest investment in its capital tax reliefs team. Matt McPherson joins as corporate tax director at RSM. He arrives from BDO and brings over 15 years' experience in capital allowances, working with global clients across multiple sectors including media, life sciences, healthcare and consumer products. He previously worked for a Big Four firm in the capital asset tax services practice, where he delivered on major capital projects across the UK. At RSM, McPherson will further strengthen the firm's position as a leading capital allowances adviser in the South. He will work with clients across a broad range of industries, leveraging his industry expertise to engage with new markets and support the firm's wider growth strategy. McPherson said, "Joining RSM is a fantastic opportunity for me to become part of a well-established, dynamic team. I am particularly drawn to the firm's proactive approach to utilising technology to provide the best solutions for clients, as well as its strong culture of collaboration. I look forward to working closely with my colleagues on new projects and facilitating the continued growth of the firm's capital allowances team." RSM's UK member firm is an audit, tax and consulting firm to the nation's middle market with 5,300 partners and staff operating from 29 locations throughout the UK. For the year until the end of March 2025, RSM generated revenues of £573 million - while as a member firm of RSM International - the seventh largest global organisation of independent assurance, tax and consulting firms - it is connected to a network which operates in 120 countries, across 500 offices, with more than 56,000 people internationally. The global organisation's revenues are US $7.7 billion James Tetley, partner and head of innovation and capital tax reliefs, RSM in the UK, added, "This is an exciting time for Matt to join the capital tax reliefs team, as we continue to invest in the expertise we're able to provide to clients. Matt brings a wealth of experience and strong sector knowledge and is well respected amongst the business community across the South."
RSM establishes new corporate development function. Appoints Don Lipari to lead and drive execution of acquisitions, partnerships and other strategic growth initiatives. June 30, 2026 Kimberly Bartok, Enterprise Public Relations Leader, [email protected], 212.372.1239 for media use only CHICAGO - (June 30, 2026) - RSM US LLP ("RSM") - the leading provider of consulting, tax and assurance services for the middle market - today announced the formation of dedicated corporate development function to accelerate strategic growth across the enterprise. This new function reflects RSM's scale and ambition as it enters its second century. RSM has appointed Don Lipari, who brings 30 years of experience in various RSM leadership roles, to lead this new effort. He and his team will evaluate and execute acquisitions, partnerships, joint ventures and new market entry opportunities. They will also support the firm's continued investments in other strategic areas, such as technology, that create enhanced value for its clients, people and owners. "Don is a highly strategic leader, and his track record speaks for itself," said Brian Becker, CEO of RSM's transatlantic platform. "From helping architect the transatlantic partnership with RSM UK to playing an instrumental role in bringing RSM Mexico into the platform, Don has demonstrated an ability to deliver on significant, complex cross-border initiatives. I am confident he will continue to play a key role in accelerating RSM's growth." About Don Lipari Don Lipari leads and will continue to oversee RSM's overall channel strategy, which spans private equity, private companies, public companies, family office and government contracting. As part of this transition, Kevin Kopanon will succeed him as leader of the private equity practice. Earlier in his career, Lipari served as RSM's enterprise industry leader, overseeing industry strategy across nine priority sectors in the U.S. and Canada, and as the New York market leader. Lipari's deal sourcing and integration experience, as well as his broad experience across all RSM's channels and industries, uniquely positions him to lead the firm's corporate development strategy. He was key to bringing together RSM US and RSM UK to form the transatlantic partnership, creating a combined platform of 23,000 professionals and $5 billion in annual revenue and in reaching agreements to bring RSM Mexico onto the platform. Lipari is a CPA and a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He earned a Bachelor of Science from New York University and completed the Advanced Business Advisor Program at the University of Chicago Booth School of Business. About RSM US LLP. For 100 years, RSM has empowered middle market companies worldwide to take charge of change. The clients Rsm Us Llp serve are the engine of global commerce and economic growth. Its unique understanding of the middle market makes RSM the natural choice for growth-oriented, internationally active organizations seeking relevant insights and tailored, innovative solutions for a complex and changing world. With a global reach spanning more than 120 countries, Rsm Us Llp instill confidence in a world of change by bringing the full power of RSM to make a lasting impact on its clients, colleagues and communities. For more information, visit rsmus.com, like Rsm Us Llp on Facebook and/or connect with Rsm Us Llp on LinkedIn. Follow RSM: The power of being understood. ASSURANCE | TAX | CONSULTING Worldwide locations RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.
RSM Thailand opens Eastern Seaboard office. RSM Thailand has taken an exciting step forward with the official opening of its Eastern Seaboard office, expanding its footprint in the Eastern Economic Corridor and making it easier for businesses in the region to access its expertise. This new office brings a full suite of professional services closer to clients, including audit, tax, consulting, recruitment, and business advisory support. Everything is tailored to suit the real-world needs of manufacturing, industrial, logistics, and internationally focused businesses operating across the EEC. To celebrate this milestone, RSM Thailand proudly sponsored the BCCT Multi-Chamber Christmas Connecting Eastern Economic Corridor event on 12 December 2025 at the Avani Pattaya Hotel. The evening brought together leaders from across the regional business community and was attended by Gareth Hughes, Chairman; Pardorn Suchiva, Managing Partner of RSM Thailand; Mark Butters, Executive Director; and Bhavana Kumar, Managing Partner of RSM Recruitment Thailand, alongside Khun Onanong Saelee, Khun Nootsara Pungcharoen, and Khun Chaloemchai Yoswattananon. It was a great opportunity to connect, exchange ideas, and strengthen relationships, all while celebrating an important new chapter for RSM Thailand in the Eastern Seaboard region. Click a photo and watch it go full-screen in the gallery!
Cedra Norge is acquiring the core operations of RSM, a Norwegian audit firm currently facing a compensation lawsuit and an indictment from Økokrim involving two of its auditors. The deal continues Cedra's expansion in the consulting sector. Financial terms of the transaction were not disclosed. The acquisition marks another step in Cedra's consolidation strategy within Norway's professional services market. RSM has been dealing with legal challenges, though specific details of the Økokrim case and lawsuit were not elaborated. The transaction involves key personnel, including Anders Nereng, RSM Norge's managing director and partner, and Trine Angell-Hansen, partner and Oslo office head.
Shaw & Co continues expansion with appointment of new Director. Shaw & Co appoints Rikesh Patel as a Director in the company's Manchester office... Shaw & Co, the specialist corporate finance advisory firm, has continued its expansion with the appointment of Rikesh Patel as a Director in the company's Manchester office. The office is currently in the midst of an extraordinarily busy time with three deals reaching imminent completion and a strong pipeline of future mandates. Rikesh, who has over 15 years' experience in financial services, joins from RSM Corporate Finance where he was a Director in the company's M&A and Private Equity team. A specialist in mergers and acquisitions, business disposals, management buyouts, fund raising and growth capital, Rikesh has a wealth of experience across a range of sectors including infrastructure and telecommunications. His recent deals include advising instrument engineers Lambda Calibration on its sale to Trescal; overseeing the debt funded management buyout of Trust Utility Management; advising the shareholders of Five Wealth on private equity investment from Foresight; and advising the shareholders of MacroArt and YFM on their sale to Moss Inc. Before joining RSM, he held roles in the Audit & Accounts team of UHY Hacker Young and was a Research Analyst at Ballard Campbell Corporate Finance. Shaw & Co, which has five offices across the UK (Bristol, Birmingham, Glasgow, London and Manchester), helps business leaders and SME owners across the UK to buy, sell, or fund the growth of a business. Since its inception in 2011, the company has overseen over £0.6bn worth of transactions, including numerous deals with renowned international companies such as the sales of GoProposal to Sage, Pukka Herbs to Unilever, Canopy Simulations to Michelin, and Vouchercloud to Groupon. The company is also part of ECOVIS International, a network of over 12,000 accounting, tax, audit and legal professionals active in over 90 countries and across five continents. Jim Shaw, Founder & CEO, Shaw & Co, said: "Shaw & Co work extremely hard to demystify the complexity of corporate finance to help business owners and SMEs business leaders and SME owners across to buy, sell, or fund the growth of a business. "We're currently in the midst of an extraordinary period of expansion and there is burgeoning demand for our services across both the North West and the rest of the UK. Rikesh is a highly experienced and respected advisor and we are extremely excited to have him board where he will play an integral role in our next stage of growth."