Senior Investment Analyst - Research & Due Diligence

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

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.