Investment analyst at Myers and Stauffer LC Cleveland, OH

Investment Analyst – Myers and Stauffer LC, Cleveland, OH.

• 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 firm.
• 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.

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

• 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.

• Reasonable accommodation available for qualified individuals with disabilities. Contact  or email
• CBIZ is an equal opportunity employer and reviews applications for employment without regard to race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, etc.