Investment Portfolio Strategy Associate

CBIZ; Memphis (TN); On-site; USD 60,000 - 80,000; Full time

Job summary

CBIZ in Memphis, TN is seeking an entry‑level investment reporting professional to deliver accurate monthly and quarterly client performance reports and assist in portfolio analysis.

You will coordinate with clients, custodians and investment managers, while supporting the consultant in service delivery and meeting preparation. The role emphasizes learning and collaboration in a fast-paced environment.

Qualifications

• High School Diploma or GED required.
• Zero to two years of professional investment management experience.
• Fundamental knowledge of industry concepts and procedures.
• Proficient use of MS Office Suite and enterprise travel tools (Concur, Skype).
• Pursuing CFA/CFP designations is a plus.

Responsibilities

• Timely and accurately complete monthly and quarterly client performance reports.
• Assist with portfolio analysis, asset allocation, and manager selection.
• Coordinate portfolio projects with clients, custodians and managers.
• Support the consultant in client service and meeting prep.
• Contribute to due diligence and documentation for investment managers.

Skills

Financial analysis

Client service

Communication

Team collaboration

Spanish language

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

MS Office

Bloomberg

PARis

Morningstar Direct

Envestnet

Job description

CBIZ in Memphis, TN is seeking an entry‑level investment reporting professional to deliver accurate monthly and quarterly client performance reports and assist in portfolio analysis.

You will coordinate with clients, custodians and investment managers, while supporting the consultant in service delivery and meeting preparation. The role emphasizes learning and collaboration in a fast-paced environment.