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Investment Portfolio Strategy Associate
Job in
Memphis, Shelby County, Tennessee, 37544, USA
Listed on 2026-07-10
Listing for:
CBIZ
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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