Investment Research Analyst: Portfolio & Manager Insight

CBIZ

Dallas (TX)

On-site

USD 90,000 - 120,000

Full time

5 days ago

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Job summary

CBIZ, Inc. invites an Investment Analyst to join our client-focused team in Dallas. You will manage projects related to investment selection and monitoring, perform in-depth research, analyze investment managers, and support decision making with data-driven insights.

The role emphasizes due diligence, portfolio analysis, quarterly economic reviews, and producing educational white papers. A finance degree and CFA/CIMA pursuit are preferred; MS Office proficiency is required for reporting and

Qualifications

Bachelor’s degree in finance, economics, mathematics or related analytical field.
Pursuing CFA or CIMA or other credentials required by law.
High proficiency in investment research, analysis and due diligence.
Strong knowledge of industry concepts, laws, and professional standards.

Responsibilities

Manage projects related to investment selection and monitoring for clients.
Perform investment research, compilation, review, and analysis to aid decisions.
Analyze investment managers' styles and portfolio characteristics and impact on performance.
Monitor developments in investment management firms and conduct due diligence.
Produce education white papers and quarterly economic analyses.
Support entry/removal decisions for preferred fund lists and asset class coverage.