Investment Analyst - Define Contributions

#LI-JSS #LI-Hybrid

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 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

Preferred Qualifications

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

body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; }

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

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.