Investment Research & Strategy Analyst (Hybrid)

CBIZ, Inc.; Cleveland (OH); Híbrido; USD 70 000 - 95 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Interpersonal skills

Communication skills

Team player

Self-learning

Formação académica

Bachelor’s degree in finance or economics

Pursuing CFA or CIMA

Ferramentas

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

Concur

Skype

Morningstar Direct

eVestment

Descrição da oferta de emprego

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.