Senior Investment Analyst

#LI-OD1 #LI-HYBRID

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 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

Preferred Qualifications

• Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course

Minimum Qualifications

• 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.