Investment Strategy & Research Analyst

CBIZ; Cleveland (OH); On-site; USD 70,000 - 105,000; Full time

Job summary

CBIZ is seeking a Senior Investment Analyst to support client investment decisions through rigorous research and analysis. The role involves evaluating investment managers, monitoring market trends, and performing due diligence on fund lists.

You will prepare educational white papers and contribute to strategic investment projects. The candidate will work with Morningstar Direct and eVestment to produce insightful reports and commentary.

Qualifications

• High School Diploma or GED.
• At least three years of professional investment experience.
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint).
• Excellent communication skills with ability to interact at all organizational levels.
• Pursuing CFA or CIMA or other approved credentials or those required by law.

Responsibilities

• Manage projects related to investment selection and monitoring for clients.
• Perform investment research, compilation, review, and analysis to aid decision making.
• Gather data and analyze investment managers' styles and portfolio characteristics.
• Monitor developments in investment management firms.
• Perform due diligence and write commentaries on investment managers.
• Assess investments for entry/ removal of preferred fund lists.
• Cover asset classes for the preferred fund list.
• Produce reports using Morningstar Direct and eVestment.

Skills

Analytical

Communication

Leadership

Team player

Interpersonal skills

Self-learning

Education

Bachelor’s degree in finance, economics, mathematics or analytical field

Pursuing CFA or CIMA or related credentials

Tools

MS Office Suite

Concur

Skype

Morningstar Direct

eVestment

Job description

CBIZ is seeking a Senior Investment Analyst to support client investment decisions through rigorous research and analysis. The role involves evaluating investment managers, monitoring market trends, and performing due diligence on fund lists.

You will prepare educational white papers and contribute to strategic investment projects. The candidate will work with Morningstar Direct and eVestment to produce insightful reports and commentary.