Investment Analyst - Bilingual in Spanish | Institutional Retirement Plans

CBIZ; Memphis (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

CBIZ, Inc. is seeking a detail-oriented investment reporting professional in Memphis, TN. The role involves preparing timely client performance reports and conducting portfolio analysis to support investment decisions.

You will coordinate with clients, custodians, and managers on project delivery and assist in due diligence processes. The position requires a Bachelor's degree, 0–2 years in investment-related roles, and strong Spanish language skills for complex client communications.

Qualifications

• Bachelor's degree required in Finance, Economics, or Accounting preferred.
• Spanish proficiency required for business communications and negotiations.
• 0–2 years of investment advisory or related experience is preferred.
• Fundamental knowledge of the investment and financial services industry is expected.
• Experience with Bloomberg, PARis, Morningstar Direct, eVestment Alliance, or Envestnet is a plus.

Responsibilities

• Prepare monthly and quarterly client performance reports with accuracy and timeliness.
• Conduct portfolio analysis including asset allocation and manager selection.
• Coordinate portfolio projects with clients, custodians and managers as needed (e.g., rebalancing).
• Support due diligence of investment managers and document findings.
• Assist consultants with client service and meeting preparation.

Skills

Spanish proficiency

Attention to detail

MS Office proficient

Strong communication

Education

Bachelor's degree

Tools

Bloomberg

PARis

Morningstar Direct

eVestment Alliance

Envestnet

Job description

#LI-JSS #LI-Onsite

Delivers investment reporting and client support services to a broad and diverse range of clients including, endowments, foundations, pension plans, operating funds and other institutional client portfolios.

Essential Functions and Primary Duties

• With training, the following responsibilities should be attainable within the first 6 -12 months:
• Timely and accurately complete monthly and quarterly client performance reports
• Assist with in-depth portfolio analysis regarding asset allocation, investment manager selection, and strategic implementation
• Coordinates portfolio related projects (e.g. rebalancing) with client, custodian and investment manager(s) as needed
• Participate in on-going due diligence of investment managers, including database documentation
• Assist the consultant in all areas of client service and meeting preparation
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree required (Finance, Economics, or Accounting preferred)
• Full professional proficiency in Spanish; capable of conducting negotiations and complex business communications
• Zero to two years of investment advisory, investment management, or related experience
• Possesses fundamental knowledge of the investment and financial services industry
• Experience with Bloomberg, PARis, Morningstar Direct, eVestment Alliance, or Envestnet
• Detail oriented, highly organized, and able to manage multiple priorities simultaneously

Minimum Qualifications

• High School Diploma or GED required
• Zero to two years of professional, DB investment management experience
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.