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Investment Analyst - Defined Contributions | Institutional Retirement Plans

CBIZ, Inc.
Cleveland, USA
Mid · 3+ years experience
Hybrid
Discovered Today

Full Job Posting

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

Responsibilities

  • 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

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