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Investment Analyst Job in Cleveland, Ohio US

Investment Analyst

CBIZ Operations, Inc. - Cleveland, OH

Posted: 10/22/2025 - Expires: 1/20/2026

Job ID: 292787381

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Job Description

Status Category:
Full-Time


Exempt/Non-Exempt:
Exempt


Job Code:
BI0958

CBIZ, 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 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

Preferred Qualifications:

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

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



#LI-OD1 #LI-Hybrid







CBIZ.Jobs Category: Client Management

REASONABLE ACCOMMODATION

If 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 accom@cbiz.com

EQUAL OPPORTUNITY EMPLOYER

CBIZ 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, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.



CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
High school graduate
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
85264357
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 5
Graphic Literacy: 6

Workplace Documentation: 6