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Investment Analyst

Investment Analyst

Ohio StaffingCleveland, OH, US
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Investment Analyst

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. 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.

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 firm
  • Perform due diligence and commentaries 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 Envestnet
  • Perform special investment research as required due to marketplace developments and / or CBIZ research initiatives
  • Additional responsibilities as assigned

Preferred Qualifications :

  • Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content

    • 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

    • REASONABLE ACCOMMODATION

    If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

    EQUAL OPPORTUNITY EMPLOYER

    CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, v

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    Investment Analyst • Cleveland, OH, US

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