Associate Portfolio Strategist | Retirement Plans

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.

• 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
• Coordinate portfolio related projects (e.g. rebalancing) with client, custodian and investment manager(s) as needed
• Participate in ongoing due diligence of investment managers, including database documentation
• Assist the consultant in all areas of client service and meeting preparation
• Additional responsibilities as assigned

• Bachelor's degree required (Finance, Economics or Accounting is a plus)
• Full professional proficiency in Spanish; capable of conducting negotiations and complex business communications is a plus
• Zero to two years of investment advisory, management, or related experience
• Possesses fundamental knowledge of investment/financial services industry
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint); prior experience with Bloomberg, PARis, Morningstar Direct, eVestment Alliance or Envestnet a plus
• Experience performing work that requires initiative and leadership skills
• Ability to anticipate and elicit client 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
• Detail oriented, highly organized and able to multi-task

• 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.