Senior Investment Analyst

CBIZ

Senior Investment Analyst managing and analyzing investments to support client needs. Conducting research and due diligence to ensure optimal investment performance in a hybrid work setting.

Posted 6/3/2026full-timeCleveland • Ohio • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
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.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Senior Investment Analyst 🔥 1 hour ago 🏢🏡 Cleveland – Hybrid ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 🎯 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
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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Finance Data and Modeling Analyst 🕒 5 days ago Third Federal 1001 - 5000 🏦 Banking 💸 Finance Website LinkedIn All Job Openings Finance Data and Modeling Analyst at Third Federal contributing to financial modeling and monitoring key financial metrics. Engage with economic and financial market conditions for portfolio performance measurements. 🏢🏡 Cleveland – Hybrid 💵 $60k - $90k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Budget Analyst, Clinical Trials Unit 🕒 April 17 University Hospitals 10,000+ employees 📚 Education Website LinkedIn All Job Openings Budget Analyst developing budgets for clinical trials at Clinical Trials Unit. Involves negotiation, tracking budgets, and providing mentorship and training. 🏢🏡 Cleveland – Hybrid 💰 $2M Grant on 2021-07 ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Manager, Finance Planning – Analysis (FP&A) 🕒 April 12 Fortifi Food Processing Solutions 1001 - 5000 🤝 B2B 🔧 Hardware Website LinkedIn All Job Openings Manager in Finance Planning & Analysis aimed at improving financial processes. Required to support various reporting and forecasting responsibilities in a hybrid work environment. 🏢🏡 Cleveland – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Finance/Accounting Manager 🕒 March 28 Dwellworks 201 - 500 🤝 B2B 🏠 Real Estate Website LinkedIn All Job Openings Finance/Accounting Manager at Dwellworks overseeing financial operations and leading a finance team. Collaborating with IT and business leaders to enhance reporting and decision-making. 🏢🏡 Cleveland – Hybrid 💵 $100k / year ⏰ Full Time 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) Finance/Accounting Manager 🕒 March 27 Dwellworks 201 - 500 🤝 B2B 🏠 Real Estate Website LinkedIn All Job Openings Finance/Accounting Manager at Dwellworks responsible for financial planning and team leadership. Driving process improvements and reporting insights at the Cleveland headquarters. 🏢🏡 Cleveland – Hybrid 💵 $100k / year ⏰ Full Time 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

investment researchinvestment analysisdue diligenceeconomic analysisportfolio analysisdata analysisreport productioninvestment assessmentmarket trend analysisinvestment performance evaluation

Soft Skills

leadershipinitiativecoachinginterpersonal skillscommunicationteam playerself-learningcustomer needs anticipationtime managementadaptability

Certifications

Chartered Financial Analyst (CFA)Certified Investment Management Analyst (CIMA)