DC Investment Analyst

CBIZ•Dallas, TX

About The Position

The DC Investment Analyst supports clients by conducting investment research, analysis, selection, and monitoring. The role evaluates investment managers, investment styles, portfolio characteristics, and performance; performs due diligence; and supports preferred fund list decisions. It also includes economic and market analysis, investment reporting, strategic research projects, and preparation of educational white papers.

Requirements

High school diploma or GED.
At least three years of professional investment experience.
Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures.
Comprehensive knowledge of pertinent laws, regulations, and professional standards.
Proficient use of applicable technology.
Proficient use of Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, and enterprise communication and travel solutions such as Concur and Skype.
Experience performing work requiring initiative and leadership skills.
Pursuing the Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), or other approved credentials or credentials required by law.
Ability to anticipate and elicit customer needs.
Ability to self-learn and quickly develop business and technical knowledge.
Motivated team player with demonstrated interpersonal skills.
Comfort working with quick turnaround times and deadlines.
Excellent communication skills and ability to interact effectively with individuals at all levels of the organization.

Nice To Haves

Bachelor’s degree in finance, economics, mathematics, or another area with strong analytical course content.
Pursuing the CFA, CIMA, or other approved credentials or credentials required by law.

Responsibilities

Manage projects related to investment selection and monitoring in support of clients.
Research, compile, review, and analyze investment information to aid decision-making.
Gather data and analyze investment managers’ styles, portfolio characteristics, and effects on investment performance.
Examine and monitor developments in investment management firms.
Perform due diligence and write commentaries or memoranda on investment managers.
Assess investments for inclusion on or removal from preferred fund lists.
Cover an asset class for the preferred fund list.
Conduct quarterly investment economic analysis and regularly review economic and market trends.
Assist with and complete quarterly strategic projects, primarily related to investment analysis.
Produce reports using investment software programs such as Morningstar Direct and eVestment.
Conduct special investment research in response to marketplace developments or CBIZ research initiatives.
Write educational white papers as needed.
Perform additional responsibilities as assigned.