What are the responsibilities and job description for the Investment Analyst - Defined Contributions | Institutional Retirement Plans position at CBIZ?
Job Description
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
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
About Us
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.