Status Category:
Full-Time Exempt/Non-Exempt:
Exempt CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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. Job Purpose:
Delivers client support and investment research 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:
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Timely and accurately complete monthly and quarterly client performance reports for complex institutional client portfolios -
Assist the Consultant and Institutional Investment Director with in-depth portfolio analysis regarding asset allocation, asset class research, investment manager selection, and strategic implementation -
Coordinate portfolio-related projects (e.g. rebalancing) with client, custodian, and investment manager(s) as needed -
Work with the Institutional Investment Director on initial and ongoing due diligence of investment managers, including database documentation and client-facing presentations -
Assist/participate with the Consultant in all areas of client service and meeting preparation
Additional responsibilities as assigned
Preferred Qualifications
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Bachelor's Degree in Finance, Economics or Accounting -
Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) designationsMinimum of 3 years of institutional investment advisory, management, research or related experience -
Possesses fundamental knowledge of the 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 the capacity to identify and eliminate redundant work efforts and inefficient processes -
Ability to travel as necessary -
Detail-oriented, highly organized, and able to multitask
Minimum Qualifications:
- High School Diploma or GED
- At least three years of professional, DB investment management experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive 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
- Ability to travel as necessary
#LI-OD1 #LI-Hybrid
CBIZ.Jobs Category: Client Management REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com. |
EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights. |
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Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. |
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CBIZ
Aug 03, 2025