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Institutional Investment Analyst Jobs (NOW HIRING)

InforCapital

... Analyst to prepare investment portfolio and private investment analysis, including risk ... The position has broad exposure to the workings of an institutional investment office within a ...

InforCapital

Sr. Investment Analyst

Dallas, TX · On-site

... Analyst to prepare investment portfolio and private investment analysis, including risk ... The position has broad exposure to the workings of an institutional investment office within a ...

Imh

Senior Investment Analyst

Salt Lake City, UT · On-site

Minimum 2 years of relevant investment experience within institutional investing, investment ... Strong quantitative, analytical, and problem-solving abilities. * Ability to manage multiple ...

InforCapital

Investment Analyst

Walnut Creek, CA · On-site

... institutional investors. The Investment Analyst plays a hands-on role on the investment team, owning day-to-day portfolio rebalancing and contributing to the firm's investment technology. Key ...

Src

Investment Operations Analyst Sr.

Dallas, TX

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details ... institutional investment pools. The position supports senior investment office staff and has broad ...

Scottish Rite for Children

WI · On-site

Investment Operations Analyst Sr. Location: Dallas - Shared Services Additional Posting Details ... institutional investment pools. The position supports senior investment office staff and has broad ...

Career Launch AI

Co-Investment Analyst

Manhattan, NY

$140K - $185K/yr

Co-Investment Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation ... Actual openings may vary based on employer type (e.g., institutional investors, asset managers ...

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How much do institutional investment analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for institutional investment analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

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Institutional Investment Analyst (bilingual)

Memphis, TN • On-site

CBIZ, Inc.
Business Management Consulting • 5 - 10K employees
Learn more about CBIZ, Inc.external

Full-time

Re-posted 8 days ago

CBIZ rating

8.1

Company rating: 8.1 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

Job description


#LI-JSS #LI-Onsite
Responsibilities
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.
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 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

Preferred Qualifications
  • Bachelor's degree required (Finance, Economics, or Accounting preferred)
  • Full professional proficiency in Spanish; capable of conducting negotiations and complex business communications
  • Zero to two years of investment advisory, investment management, or related experience
  • Possesses fundamental knowledge of the investment and financial services industry
  • Experience with Bloomberg, PARis, Morningstar Direct, eVestment Alliance, or Envestnet
  • Detail oriented, highly organized, and able to manage multiple priorities simultaneously

Qualifications
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Minimum Qualifications
  • 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

About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

What CBIZ employees say

Pay

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Hours and flexibility

Workplace

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About CBIZ

Sourced by ZipRecruiter

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.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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