Institutional Investment Analyst: Client Reporting & Portfolio Analytics

CBIZ; Memphis (TN); On-site; USD 52,000 - 80,000; Full time

Job summary

CBIZ, Inc. (NYSE: CBZ) delivers professional services to a broad range of institutional clients, including endowments, foundations, pension plans and operating funds.

This role supports monthly and quarterly client reporting and portfolio analysis, aligning with CBIZ’s client service excellence. Essential duties include coordinating with clients, custodians and managers, assisting with due diligence, and preparing for meetings with the consulting team.

Qualifications

• Bachelor's degree in Finance, Economics, or Accounting preferred.
• Full professional proficiency in Spanish.
• Zero to two years of investment advisory or related experience.
• Familiarity with Bloomberg, PARis, Morningstar Direct, eVestment Alliance, or Envestnet.

Responsibilities

• Complete monthly and quarterly client performance reports.
• Perform in-depth portfolio analysis on asset allocation and manager selection.
• Coordinate portfolio-related projects with clients, custodians and managers.
• Contribute to due diligence of investment managers.
• Support the consultant with client service and meeting preparation.
• Additional responsibilities as assigned.

Skills

Spanish language proficiency

Portfolio analysis

Time management

Communication skills

Team player

Education

Bachelor's degree (Finance, Economics, or Accounting preferred)

Tools

Bloomberg

PARis

Morningstar Direct

eVestment Alliance

Envestnet

MS Office Suite

Job description

CBIZ, Inc. (NYSE: CBZ) delivers professional services to a broad range of institutional clients, including endowments, foundations, pension plans and operating funds.

This role supports monthly and quarterly client reporting and portfolio analysis, aligning with CBIZ’s client service excellence. Essential duties include coordinating with clients, custodians and managers, assisting with due diligence, and preparing for meetings with the consulting team.