Institutional Investment Analyst — Client Reporting & Analysis
Listed on 2026-10-11
-
Finance & Banking
Financial Analyst, Financial Reporting
CBIZ, Inc. is seeking a driven investment reporting associate to deliver timely monthly and quarterly client performance reports and support portfolio analysis. The role includes coordinating with custodians and managers, participating in due diligence, and assisting with client service preparations.
The candidate should bring up to two years in investment management and strong Excel capabilities. With a background in Finance, Economics, or Accounting and CFA/CFP pursuit, you’ll contribute to a
Are you ready to take on the Institutional Investment Analyst — Client Reporting & Analysis role at CBIZ?
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Memphis, TN, United States.
This opportunity is part of our work in Finance.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).