Investment Analyst - Define Contributions

CBIZ, Inc.; Cleveland (OH); Hybrid; USD 70,000 - 95,000; Full time

Job summary

CBIZ, Inc. in Cleveland (Hybrid) is seeking an Investment Analyst to support client investment selection and monitoring. The role involves researching investments, analyzing managers, and producing reports using Morningstar Direct and eVestment.

The candidate should have a finance/economics background, at least three years of investment experience, and strong MS Office skills. CFA/CIMA pursuit is preferred. This position offers growth and collaboration across teams.

Qualifications

• Bachelor’s degree in finance, economics, mathematics or other analytical field.
• At least three years of professional investment experience.
• Proficient use of MS Office Suite and enterprise communication/travel solutions.

Responsibilities

• Manage projects related to investment selection and monitoring for clients.
• Perform investment research and analysis to aid decision making.
• Analyze investment managers' styles, portfolios and performance.
• Monitor developments in investment management firms.
• Perform due diligence and write commentary on managers.
• Assess investments for entry/exit of fund lists.
• Cover asset class for preferred fund list.
• Produce quarterly investment economic analyses and trends.
• Support quarterly strategic investment projects.
• Create reports using Morningstar Direct and eVestment.
• Conduct special investment research as needed.
• Prepare educational white papers.

Skills

Interpersonal skills

Communication skills

Team player

Self-learning

Education

Bachelor’s degree in finance or economics

Pursuing CFA or CIMA

Tools

MS Office Suite (Outlook, Word, Excel, PowerPoint)

Concur

Skype

Morningstar Direct

eVestment

Job description

Investment Analyst - Define Contributions

Cleveland, OH, United States (Hybrid)

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

#LI-JSS #LI-Hybrid

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 toaccelerate 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.

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.

Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to [e-mail] .

Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights .