Financial Analyst (Bilingual) | Institutional Retirement Plans

CBIZ, Inc. is a leading professional services advisor to middle-market businesses nationwide. They are seeking a Bilingual Financial Analyst to deliver investment reporting and client support services to a diverse range of institutional clients.

What you'll do:

• 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
• 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 they're looking for:

• 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