Investment Analyst - Bilingual in Spanish | Institutional Retirement Plans at Cbiz in Memphis, TN

Job description

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 body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; } 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