Investment Analyst: Client Reporting & Portfolio Insights

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

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.