#LI-JSS #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 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