Investment Analyst - Bilingual in Spanish | Institutional Retirement Plans

#LI-JSS #LI-Onsite 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 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