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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates comprehensive knowledge of investment analysis, including investment research, portfolio assessment, and economic trend evaluation. Proficient in utilizing investment software and MS Office Suite to produce reports and support decision-making processes.
Highest-signal resume keywords
Investment ResearchPortfolio AnalysisInvestment Software ProficiencyChartered Financial Analyst (CFA) PursuitLeadership Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AnalysisDue DiligenceEconomic AnalysisData CompilationInvestment Performance Evaluation
Soft Skills
Interpersonal SkillsInitiativeTeam PlayerCommunication SkillsSelf-Learning Ability
Tools & Technologies
Morningstar DirectEVestmentMS Office SuiteConcurSkype
Certifications & Qualifications
Chartered Financial Analyst (CFA)Certified Investment Management Analyst (CIMA)
Industry Keywords
Investment ManagementPortfolio CharacteristicsMarket TrendsInvestment FirmsProfessional Standards
About the role
Key responsibilities & impact- Manage projects related to investment selection and monitoring in support of clients
- Perform investment research, compilation, review, and analysis to aid decision making
- Gather data and analyze investment managers’ investment styles, portfolio characteristics, and impact on investment performance
- Examine and monitor developments in investment management firms
- Perform due diligence and write commentaries/memos on investment managers
- Perform investment assessment and analysis for entry and removal of preferred fund lists
- Cover an asset class for the preferred fund list
- Perform quarterly investment economic analysis and regularly review economic and market trends
- Assist with and complete quarterly strategic projects, mainly related to investment analysis
- Produce reports using investment software programs such as Morningstar Direct and eVestment
- Perform special investment research in response to marketplace developments and CBIZ research initiatives
- Write educational white papers as needed
- Perform additional responsibilities as assigned
Requirements
What you’ll need- High School Diploma or GED
- At least three years of professional, investment experience
- Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- 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
- Bachelor’s degree in finance, economics, mathematics or other areas that contain strong analytical course content (preferred)
Benefits
Comp & perks- Hybrid work arrangement
- Opportunities to grow personally and professionally
- Employer-of-choice environment with recognition and appreciation for contributions