Investment Strategist providing investment - related support and education for Fidelity Workplace Investing clients and advisors. Enhancing investment decision - making for defined contribution clients with a collaborative team.
About the role
- Senior Associate in Internal Audit at CNM LLP working on internal audit engagements in financial services. Collaborating with project teams and advising stakeholders on governance, risk, and controls.
Responsibilities
- Partner with high energy, high performing project teams to work on internal audit engagements within the financial services industry, including regulated financial institutions, fintech companies, mortgage companies, broker dealers and investment companies
- Consult and advise key stakeholders on various aspects of their governance, risk and controls programs
- Create process narratives, identifying key controls, and conclude on the design of identified controls
- Perform operating effectiveness testing by selecting samples and testing attributes
- Present results to key constituents and stakeholders, including process owners, internal audit directors, and members of executive management
- Demonstrate clear and concise writing and verbal skills to communicate complex issues in simple terms to clients and team members
- Produce quality deliverables evidenced through minimal review time and review notes
- Active improving technical and project management skills through on-the-job feedback, performance evaluations, mentoring, and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training
- Respond to client needs, acting as a primary contact with clients
- Balance competing priorities with minimal client disruptions, while maintaining project progress
Requirements
- Bachelors degree from an accredited university in Accounting, Economics, Business Management, Finance or related
- Minimum 3 years of experience in financial services at public accounting firm, professional services firm, or financial institution with emphasis on risk and compliance and Internal Audit
- Experience with subject matter related to financial service/banking products, services, lines of business, regulations, and environments, with emphasis on any engagements performed for regional, super regional or large global banks
- Foundational knowledge of banking terminology, regulators, risks and controls, with experience applying them in comprehensive, risk-based internal audits.
- Exceptional people, project and client management skills gained by working in multiple, professional environments
- Ability to communicate effectively, clearly and concisely – also able to assess situations and ensure responses are well suited to various business situations
- Experience translating complicated issues into simple and easy to understand terms to guide clients and provide information
- Ability to adapt to unexpected changes in timelines, deadlines and scope of work
Benefits
- Medical, Dental, Vision Plans
- 401(k) match
- PTO: 15 days accrued per year
- Company paid holidays, including company shutdown the week between Christmas and New Years
- 3 wellness days
- Monthly mobile reimbursement- $80
- Reimbursement allowances: flex, technology, and health and wellness
- Fully stocked kitchen
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