Investment Analyst - Define Contributions

CBIZ•Cleveland, OH

17h•Hybrid

About The Position

This role focuses on managing projects related to investment selection and monitoring for clients. The analyst will perform in-depth investment research, gather and analyze data on investment managers' styles and portfolio characteristics, and assess their impact on performance. Key responsibilities include conducting due diligence, writing commentaries on investment managers, and performing economic and market trend analysis. The position also involves producing reports using specialized software and contributing to strategic projects and 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
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
Pursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by law

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