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Finance Investment Consultant

Jersey City, NJ Accounting & Finance Job ID: 1904427


Our client is a leading operations management and analytics company that helps businesses enhance growth and profitability in the face of relentless competition and continuous disruption. Using a proprietary, award-winning platform, which integrates analytics, automation, benchmarking, BPO, consulting, industry best practices and technology platforms, they help companies improve global operations, enhance data-driven insights, increase customer satisfaction, and manage risk and compliance.

They serve the insurance, healthcare, banking and financial services, utilities, travel, transportation and logistics industries. The Analytics practice provides data-driven, action-oriented solutions to business problems through statistical data mining, cutting edge analytics techniques and a consultative approach. Leveraging proprietary methodology and best-of-breed technology, they take an industry-specific approach to transform clients’ decision making and embed analytics more deeply into their business processes. They have a global footprint of nearly 2,000 data scientists and analysts assist client organizations with complex risk minimization methods, advanced marketing, pricing and CRM strategies, internal cost analysis, and cost and resource optimization within the organization.


This person will be working with Investment team for a major Insurance client. The ideal candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.


  • 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
  • Professional certification Actuarial exams or CFA and FRM working in Insurance industry. 
  • 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.
  • 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.
  • A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude. The Candidate should be able to deal with ambiguity.
  • 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
  • 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

LOCATION: Jersey City, NJ (Hybrid)

Job ID# 1904427

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