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Investment Consultant in Cleveland, OH at CBIZ

Date Posted: 1/31/2019

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: 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 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 Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service. 

Primary Duties & Essential Functions:

  • Perform due diligence on investment managers (mutual funds, separate accounts)
  • Prepare proprietary investment commentaries on investment managers
  • Produce investment manager attribution analysis for client meetings
  • Perform investment assessments to help new or existing clients evaluate the suitability of their overall investment menu
  • Cover asset class for CBIZ Preferred Fund List – monitor preferred funds and identify replacements as necessary.  Hold periodic calls with preferred managers and provide reports to Investment Committee. 
  • Assist with and complete strategic projects on a quarterly basis
  • Produce reports using various investment software programs, such as Morningstar Direct and Bloomberg
  • Provide economic research to Investment Committee
  • Assist with research and management of asset allocation models in conjunction with the Investment Committee 
  • Manage client portfolios pursuant to approved asset allocation models 
  • Prepare agenda items and content for client meetings
  • Work with Senior Consultants on Investment Review follow-up/action items
  • Provide general client service and problem solving in conjunction with Senior Consultants and/or Compliance Consultants
  • Attend client meetings and assist with presentation of Investment Review
  • Perform 1-on-1 investment advice consultations to plan participants over the phone and in-person
  • Perform group educational meetings in-person or via technology-based channels
  • Establish relationships with vendors/recordkeepers and obtain understanding of their products, services, and value proposition 
  • Manage client request for proposals for plan vendors/recordkeepers
  • Assist in responding to request for proposals as needed  

 Preferred Qualifications: 

  • Bachelor’s degree in Finance or related field
  • Completion or pursuit of CFA, CIMA, CFP, or other relevant credentials preferred
  • Series 6 securities license preferred, or willingness to obtain, along with other licenses as needed
  • Proficient use of applicable technology

Minimum Qualifications:

  • High School Diploma or GED equivalent required
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs


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