Investment Analyst
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Cleveland • Ohio • United States
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About the role
- 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
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment researchdata analysisdue diligenceinvestment assessmenteconomic analysisreport productioninvestment performance analysisportfolio analysisinvestment monitoringmarket trend analysis
Soft Skills
initiativeleadershipcustomer needs anticipationself-learninginterpersonal skillsteam playertime managementcommunication skillsadaptabilityproblem-solving
Certifications
Chartered Financial Analyst (CFA)Certified Investment Management Analyst (CIMA)