Investment Analyst - Define Contributions

CBIZ; Cleveland (OH); Hybride; USD 70 000 - 110 000; Plein temps

Résumé du poste

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.

Qualifications

• 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

Responsabilités

• 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.

Connaissances

Investment analysis

Due diligence

Financial research

Analytical skills

Communication

Formation

Bachelor's degree in finance/economics/mathematics

Outils

MS Office

Concur

Skype

Description du poste

Essential Functions and Primary Duties

Manage projects related to the investment selection and monitoring in support of clientsPerform investment research, compilation, review, and analysis of information to aid in decision makingGather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performanceClosely examine and monitor developments in investment management firmsPerform due diligence and write commentaries/memo on investment managersPerform investment assessment and analysis for the entry and removal of preferred fund listsCover asset class for preferred fund listPerform quarterly investment economic analysis and review economic and market trends regularlyAssist 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 eVestmentPerform special investment research as required due to marketplace developments and/or CBIZ research initiativesWrite educational white papers as neededAdditional responsibilities as assigned

Preferred Qualifications

Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course contentPursuing 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 GEDAt least three years of professional, investment experiencePossesses comprehensive knowledge of industry and professional concepts, principles, practices, and proceduresPossesses comprehensive knowledge of pertinent laws, regulations and professional standardsProficient use of applicable technologyProficient 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 skillsPursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by lawAbility to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent 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 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.