Financial Analyst - Memphis TN
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
- 2022 Top Workplaces USA
- 2022 Great Place to Work Certification
- Top 101 2021 Best and Brightest Companies to Work For in the Nation
- 2021 America's Best Mid-Size Employers
- 2021 Best and Brightest Companies in Wellness
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
Essential Functions and Primary Duties:
With training, the following responsibilities should be attainable within the first 6-12 months:
- Timely and accurately complete monthly and quarterly client performance reports
- Assist in developing and recommending investment portfolios
- Assist with in-depth portfolio analysis regarding asset allocation, product selection, and strategic implementation
- Coordinates with client, custodian and investment manager on rebalancing
- Assists consultant in preparing asset allocation recommendations to clients based upon risk tolerance, actuarial assumption, spending policy, and desired goals
- Models various asset allocation portfolios for review
- Researches and responds to client questions
- Assist the relationship consultant in all areas of client service and meeting preparation
- Communicate with investment managers regarding performance of the strategy
- Additional responsibilities as assigned
Preferred Qualifications:
- Bachelor's degree in Finance, Economics, or Accounting
Minimum Qualifications:
- High School Diploma or GED
- 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
- Ability to travel as necessary