Associate Portfolio Strategist Retirement Services in Cleveland at CBIZ

Date Posted: 10/24/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.   CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.

Essential Functions and Primary Duties

  • Develops and recommends client-centric investment portfolios using all of CBIZ's proprietary investment solutions as well as third party products as permitted on our approved platforms
  • Conducts in-depth portfolio analysis regarding asset allocation, product selection, and strategic implementation
  • Responsible for on-going account management regarding portfolio activity including withdrawals, contributions, and rebalancing
  • Provides strategic asset allocation recommendations to individual clients based upon risk tolerance, tax status, and desired goals
  • Prepares quarterly economic analysis reviews
  • Prepares quarterly attribution reports
  • Analyzes defined benefit plan liabilities and develops recommendations for the construction of investment strategies
  • Models various asset allocation portfolios for review
  • Researches and responds to client questions
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's degree
  • 2+ years of professional investment management experience 

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

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