Associate Portfolio Strategist | Retirement Plans

CBIZ • Memphis, TN

2d • Hybrid

About The Position

The Associate Portfolio Strategist will deliver 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, key responsibilities should be attainable within the first 6-12 months, including timely and accurate completion of monthly and quarterly client performance reports, assisting with in-depth portfolio analysis regarding asset allocation, investment manager selection, and strategic implementation, coordinating portfolio-related projects with clients, custodians, and investment managers, and participating in the ongoing due diligence of investment managers. The role also involves assisting the consultant in client service and meeting preparation, with additional responsibilities as assigned.

Requirements

• 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

Nice To Haves

• Bachelor's degree in Finance, Economics or Accounting
• Zero to two years of investment advisory, management, or related experience
• Possesses fundamental knowledge of investment/financial services industry
• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED