Financial Services Consulting Associate - Summer 2023

Financial Services Consulting Associate - Summer 2023

Charlotte, NC

Business Consulting/Technology

Job Description

Req ID: req33132

Financial Services Consulting Associate - Summer 2023 Summary:

RISK CONSULTING PROCESS, RISK AND CONTROLS FINANCIAL SERVICES ASSOCIATE

As a Risk Consulting Financial Services Associate at RSM, you will work across the five sectors within our Financial Services Industry that include Financial Institutions, Capital Markets, Insurance, Specialty Finance (including Fintech) and Asset Management with exposure to various financial services topics, concepts and transactions including ESG, Digital Assets and Blockchain, regulatory matters, credit and interest rate risk through hands-on client experience. You will work directly with client personnel at various management levels. At the start of your full time position you'll be assigned a "Career Advisor" who will help you establish your career goals and achieve them as well as a "Navigator", a more junior employee, who will aide in your development throughout your first 6 months at RSM. Both of these individuals will also be focused in the Financial Services industry.

RSM's Risk Consulting Financial Services team provides value added services to clientele and you will have the ability to be exposed to a wide variety of financial services companies and clients. Examples of projects include internal audits, SOX/compliance work, regulatory compliance and Bank Secrecy Act and Anti-money laundering engagements, credit review and financial reporting control projects intended to provide our clients with timely information on business operations and methods to mitigate potential risks.

Examples of the candidate's responsibilities include:

• Sit in on client meetings and support conducting consulting projects

• Preparing reports on consulting services performed for clients; delivering reports where appropriate and discussing results and recommendations with clients
• Traveling to client locations as requested to provide consulting services
• Completing client projects efficiently in accordance with the project timeline and critical dates
• Leveraging proficiency in Microsoft Excel, Word, and PowerPoint to analyze client information and document results and recommendations
• Opportunity to attend specific conferences, trainings, & meetings to continue professional development relevant to the role

To learn more about "a day in the life of a Risk Consultant in Financial Services" check out this video!

Basic Requirements

• Pursuing at least a B.A. / B.S. degree or equivalent from accredited university, expected completion of degree by December 2022 or June 2023

• Major in Accounting, Economics, Finance, Data & Analytics, Computer Science or Business Administration
• Minimum 3.0 GPA preferred
• Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
• Excellent written and verbal communication skills
• Strong computer skills, including MS Office

• Strong multi-tasking and project management skills
• Ability to work as an effective member of a team
• Must possess a high degree of integrity and professionalism
• Certification or working towards certification as a CPA (preferred but not required)

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Location Street Address: 300 South Tryon Street, 15th floor, Charlotte, NC 28202 USA

Region: Southeast Region

Position Type: Campus Associate

Job Type: Full Time

Degree Required: Bachelor

Travel Required: Yes

Sponsor candidates who are not eligible to work in US: No

Requisition ID: req33132