Investment Analyst - Bilingual in Spanish | Institutional Retirement Plans
Careers at Myers and Stauffer Open On-site Memphis Mid-level Investment & Corporate Development
At a glance
Mid-level Investment & Corporate Development role at Careers at Myers and Stauffer. Memphis · no salary stated · we estimate $100,000–$160,000 across the United States.
Estimated pay
Careers at Myers and Stauffer has not published a salary for this role. The figure below is our estimate, not theirs.
$100,000 – $160,000
What the middle half of mid-level investment & corporate development roles in the United States paid, among postings that did state a salary.
Worked out from 501 postings that stated pay, median $125,752. Last updated Nov 13, 2026.
RoleInvestment & Corporate Development
SeniorityMid-level
LocationMemphis
WorkplaceOn-site
PostedOct 22, 2026
Role brief
financeroles summary, based on the employer's posting.
What you'll do
- Prepare accurate monthly and quarterly performance reports for institutional clients
- Analyze portfolios for asset mix, manager choices and strategic implementation
- Coordinate portfolio work such as rebalancing among clients, custodians and investment managers
- Support manager reviews, maintain related database records and help consultants prepare for client meetings
What you bring
- A high school diploma or GED, with zero to two years of professional defined-benefit investment management experience
- Professional Spanish fluency for negotiations and complex business discussions
- Working knowledge of investment services, relevant regulations and professional standards
- Proficiency with MS Office and applicable workplace technology, plus initiative and strong communication skills
Who this fits
This role suits an early-career investment professional who can handle client service, detailed analysis and quick deadlines while learning on the job. You must be able to travel as needed.
From the employer
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
Investment & Corporate Development work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Investment & Corporate Development
Find me workBy the team behind financeroles.