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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment research, analysis, and monitoring, with a strong understanding of investment management principles and the ability to produce detailed reports and commentaries. Proficient in utilizing tools like Morningstar Direct and eVestment while effectively communicating insights to stakeholders.
Highest-signal resume keywords
Investment ResearchDue DiligenceMorningstar DirectChartered Financial Analyst (CFA)MS Office Suite
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 AnalysisData AnalysisPortfolio CharacteristicsEconomic AnalysisPerformance MonitoringReport ProductionInvestment Manager AssessmentFund List ManagementMarket Trend ReviewSpecial Investment Research
Soft Skills
Leadership SkillsInterpersonal SkillsInitiativeTeam PlayerCommunication Skills
Tools & Technologies
EVestmentMorningstar DirectMS Office SuiteConcurSkype
Certifications & Qualifications
Chartered Financial Analyst (CFA)Certified Investment Management Analyst (CIMA)
Industry Keywords
Investment ManagementDue DiligenceInvestment SelectionEconomic TrendsRegulationsProfessional StandardsAsset ClassesInvestment FirmsClient SupportAnalytical Skills
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’ styles, portfolio characteristics, and impact on performance
- Monitor developments in investment management firms
- Perform due diligence and write commentaries/memos on investment managers
- Assess and analyze entry and removal of funds from preferred fund lists
- Cover asset classes for preferred fund lists
- Perform quarterly investment economic analysis and regularly review economic and market trends
- Assist with and complete quarterly strategic projects related mainly to investment analysis
- Produce reports using Morningstar Direct and eVestment
- Perform special investment research based on 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)