Investment Analyst

Status Category:Full-TimeExempt/Non-Exempt:ExemptJob Code:BI0958CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.Essential Functions and Primary Duties:Manage projects related to the investment selection and monitoring in support of clientsPerform investment research, compilation, review, and analysis of information to aid in decision makingGather data and analyze different investment managers' investment styles and portfolio characteristics and impact on investment performanceClosely examine and monitor developments in investment management firmPerform due diligence and commentaries on investment managersPerform investment assessment and analysis for the entry and removal of preferred fund listsCover asset class for preferred fund listPerform quarterly investment economic analysis and review economic and market trends regularlyAssist 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 EnvestnetPerform special investment research as required due to marketplace developments and/or CBIZ research initiativesAdditional responsibilities as assignedPreferred Qualifications:Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course contentMinimum Qualifications:High School Diploma or GEDAt least three years of professional, investment experiencePossesses comprehensive knowledge of industry and professional concepts, principles, practices, and proceduresPossesses comprehensive knowledge of pertinent laws, regulations and professional standardsProficient use of applicable technologyProficient 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 skillsPursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by lawAbility to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organization#LI-OD1 #LI-HybridCBIZ.Jobs Category: Client ManagementREASONABLE ACCOMMODATIONIf you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to OPPORTUNITY EMPLOYERCBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, v

Created: 2025-12-05