Investment Analyst - Defined Contributions | Institutional Retirement Plans

CBIZ; Cleveland (OH); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CBIZ is seeking an experienced investment research analyst to support investment selection and monitoring for clients in Cleveland. You will perform research, analyze data, and write commentaries on managers, while monitoring industry trends and fund performance.

Role requires a strong analytical background, proficiency with MS Office, and experience with Morningstar Direct and eVestment. CFA/CIMA credentials are preferred as part of professional development.

Qualifications

• Bachelor's degree in finance, economics, mathematics or other analytical fields.
• Pursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other credentials as required by law.

Responsibilities

• Manage projects related to the investment selection and monitoring for clients.
• Perform investment research, compilation, review, and analysis of information to aid decision making.
• Gather data and analyze investment managers' styles and portfolio characteristics and impact on performance.
• Monitor developments in investment management firms.
• Perform due diligence and write commentaries on investment managers.
• Analyze entry/removal of fund lists and cover asset classes for preferred funds.
• Conduct quarterly investment economic analysis and monitor market trends.
• Produce reports using Morningstar Direct and eVestment.

Skills

Analytical thinking

Strong communication

Team player

Leadership

Education

Bachelor's degree in finance/economics/mathematics

Pursuing CFA or CIMA

Tools

MS Office Suite

Morningstar Direct

eVestment

Job description

#LI-JSS #LI-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

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.