Hybrid Investment Research Analyst

CBIZ; Cleveland (OH); Ibrido; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

CBIZ, a leading professional services firm, is seeking an Investment Analyst to support the investment selection and monitoring process for clients. The role involves researching managers, compiling and analyzing data, and writing evaluations to inform decisions.

Candidates should have a finance-related degree and be pursuing CFA or CIMA credentials or equivalent, with strong analytical and communication skills and the ability to work in a hybrid environment with tight deadlines.

Competenze

• Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content.
• Pursuing CFA or CIMA or other approved credentials or those required by law

Mansioni

• Manage projects related to investment selection and monitoring for clients.
• Perform investment research, compilation, review and analysis to aid in decision making.
• Gather data and analyze different investment managers' styles and portfolio characteristics.
• Monitor developments in investment management firms and perform due diligence.
• Write commentaries/memo on investment managers and perform investment assessments for fund lists.
• Produce reports using Morningstar Direct and eVestment.

Conoscenze

Investment analysis

Due diligence

Financial research

Analytical skills

Communication

Formazione

Bachelor's degree in finance/economics/mathematics

Strumenti

MS Office

Concur

Skype

Descrizione del lavoro

CBIZ, a leading professional services firm, is seeking an Investment Analyst to support the investment selection and monitoring process for clients. The role involves researching managers, compiling and analyzing data, and writing evaluations to inform decisions.

Candidates should have a finance-related degree and be pursuing CFA or CIMA credentials or equivalent, with strong analytical and communication skills and the ability to work in a hybrid environment with tight deadlines.