Sr DC Investment Analyst - Retirement Plan Services in Kansas City at CBIZ

Date Posted: 5/22/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.   CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.

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 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 five years of professional, investment experience
  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
  • Possesses expert knowledge of pertinent laws, regulations, and professional standards
  • Expert 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
  • Experience in coaching and teaching others 
  • 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
  • Ability to travel as necessary


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