Senior Analyst - Alternative Investments
CBIZ

Job Info

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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:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®

• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence

• Top 101 2020 Best and Brightest Companies to Work For in the Nation

• 2020 Healthiest 100 Workplace in America

• 2021 Top Workplaces USA

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. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Essential Functions and Primary Duties:

• Perform manager due diligence, follow internal process on investment selection, monitoring, and removal of managers, and present findings / recommendations to the Research Advisory Board

• Cover / Monitor approved managers and provide firm / team updates, performance attribution, and write ups, and maintain investment profiles and due diligence activities in the in-house research database

• Analyze economic and market trends in private markets, and engage in team discussion and presentations

• Incorporate market conditions and portfolio construction considerations into manager analysis

• Actively participate in asset class research as a component of the firm's asset allocation decisions

• Lead or engage in strategic projects that enhance the research team's process and operations

• Effectively utilize resources such as Pitchbook, eVestment, Bloomberg, and Morningstar Direct

• Perform special investment research as required by client needs and present at client meetings periodically

• Collaborate with advisors and consultants on client-related projects

• Lead or assist in development of the analyst team

• 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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