Senior Investment Analyst
About The Position
The Senior Investment Analyst will manage projects related to investment selection and monitoring in support of clients. This role involves performing investment research, compiling, reviewing, and analyzing information to aid in decision-making. The analyst will gather data and analyze different investment managers' investment styles and portfolio characteristics, assessing their impact on investment performance. A key part of the role includes closely examining and monitoring developments in investment management firms, performing due diligence and commentaries on investment managers, and conducting investment assessments for the entry and removal of preferred fund lists. The position also requires covering asset classes for the preferred fund list, performing quarterly investment economic analysis, and regularly reviewing economic and market trends. Additionally, the analyst will assist with and complete strategic projects quarterly, primarily related to investment analysis, and produce reports using investment software programs like Morningstar Direct and Envestnet. Special investment research may be required due to marketplace developments or CBIZ research initiatives. Additional responsibilities may be assigned.
Requirements
- High School Diploma or GED
- At least five years of professional, investment experience
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations, and professional standards
- Expert 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
- Experience in coaching and teaching others
- 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
- 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 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
