Investment Analyst

CBIZ • Cleveland, OH

2d • Hybrid

About The Position

This role involves managing projects related to investment selection and monitoring for clients, performing in-depth investment research, and analyzing investment managers' styles and portfolio characteristics. The analyst will also examine developments in investment management firms, conduct due diligence, and write commentaries. Responsibilities include assessing investments for preferred fund lists, covering asset classes, performing quarterly economic analysis, and reviewing market trends. The position requires assisting with strategic projects, producing reports using investment software, and conducting special investment research as needed. Additionally, the role may involve writing educational white papers.

Requirements

• 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

Nice To Haves

• Bachelor’s degree in finance, economics, mathematics or other areas that contain strong analytical course content
• Passed at least level I of the CFA test.

Responsibilities

• 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 firms
• Perform due diligence and write commentaries/memo 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 eVestment
• Perform special investment research as required due to marketplace developments and/or CBIZ research initiatives
• Write educational white papers as needed
• Additional responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED