DC Investment Analyst

Investment ManagerManage 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 firmsPerform due diligence and write commentaries/memo 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 eVestmentPerform special investment research as required due to marketplace developments and/or CBIZ research initiativesWrite educational white papers as neededAdditional responsibilities as assignedBachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course contentPursuing Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) or other approved credentials or those required by lawHigh 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