Investment Analyst - Define Contributions

CBIZ; Cleveland (OH); On-site; USD 70,000 - 105,000; Full time

Job summary

CBIZ is seeking a Senior Investment Analyst to support client investment decisions through rigorous research and analysis. The role involves evaluating investment managers, monitoring market trends, and performing due diligence on fund lists.

You will prepare educational white papers and contribute to strategic investment projects. The candidate will work with Morningstar Direct and eVestment to produce insightful reports and commentary.

Qualifications

• High School Diploma or GED.
• At least three years of professional investment experience.
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint).
• Excellent communication skills with ability to interact at all organizational levels.
• Pursuing CFA or CIMA or other approved credentials or those required by law.

Responsibilities

• Manage projects related to investment selection and monitoring for clients.
• Perform investment research, compilation, review, and analysis to aid decision making.
• Gather data and analyze investment managers' styles and portfolio characteristics.
• Monitor developments in investment management firms.
• Perform due diligence and write commentaries on investment managers.
• Assess investments for entry/ removal of preferred fund lists.
• Cover asset classes for the preferred fund list.
• Produce reports using Morningstar Direct and eVestment.

Skills

Analytical

Communication

Leadership

Team player

Interpersonal skills

Self-learning

Education

Bachelor’s degree in finance, economics, mathematics or analytical field

Pursuing CFA or CIMA or related credentials

Tools

MS Office Suite

Concur

Skype

Morningstar Direct

eVestment

Job description

• Manage projects related to the investment selection and monitoring in support of clients
• Perform investment research, compilation, review, and analysis of information to aid in decision making
• Gather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performance
• Closely examine and monitor developments in investment management firms
• Perform due diligence and write commentaries/memo on investment managers
• Perform investment assessment and analysis for the entry and removal of preferred fund lists
• Cover asset class for preferred fund list
• Perform quarterly investment economic analysis and review economic and market trends regularly
• Assist with and complete strategic projects on a quarterly basis (mainly related to investment analysis)
• Produce reports using investment software programs such as Morningstar Direct and eVestment
• Perform special investment research as required due to marketplace developments and/or CBIZ research initiatives
• Write educational white papers as needed
• Additional responsibilities as assigned

Job Description

Essential Functions And Primary Duties

• Manage projects related to the investment selection and monitoring in support of clients
• Perform investment research, compilation, review, and analysis of information to aid in decision making
• Gather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performance
• Closely examine and monitor developments in investment management firms
• Perform due diligence and write commentaries/memo on investment managers
• Perform investment assessment and analysis for the entry and removal of preferred fund lists
• Cover asset class for preferred fund list
• Perform quarterly investment economic analysis and review economic and market trends regularly
• Assist with and complete strategic projects on a quarterly basis (mainly related to investment analysis)
• Produce reports using investment software programs such as Morningstar Direct and eVestment
• Perform special investment research as required due to marketplace developments and/or CBIZ research initiatives
• Write educational white papers as needed
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor’s degree in finance, economics, mathematics or other areas that contain strong analytical course content
• Pursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by law

Minimum Qualifications

• High School Diploma or GED
• At least three years of professional, investment experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses comprehensive 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) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by law
• 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

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.