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HomeCompaniesEbez Fa Us2 Oraclecloud Com CX 1Senior Investment Analyst

Senior Investment Analyst

Ebez Fa Us2 Oraclecloud Com CX 1 · Cleveland, OH, United States; OHCLD - 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, US · Hybrid · Active · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyEbez Fa Us2 Oraclecloud Com CX 1
TitleSenior Investment Analyst
Normalized title-
Department / team-
LocationCleveland, OH, United States
Work modelHybrid / Hybrid
Employment type-
Salary-
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-06-03 / 2026-06-04
Changed / last seen2026-06-04 / 2026-06-06

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City jobsActive postings in Cleveland.Open
Work model jobsActive Hybrid postings.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyEbez Fa Us2 Oraclecloud Com CX 1
Source1634b88a-b63b-4478-9552-e0f4bb94a7ac
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description #LI-OD1 #LI-HYBRID Responsibilities 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 Qualifications 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. Company CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Full job record

Job IDff37b5401d4d1a29af33a50eebefc42b17ea6a81
Org IDff0700f6-e416-45cf-9543-87842d2031eb
Source ID1634b88a-b63b-4478-9552-e0f4bb94a7ac
Board ID1634b88a-b63b-4478-9552-e0f4bb94a7ac
Provideroracle_hcm
Provider Job Key5699
TitleSenior Investment Analyst
Normalized Title
Statusactive
Activeyes
Location TextCleveland, OH, United States; OHCLD - 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, US
Department
Team
Employment Type
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionOH
CityCleveland
Salary RawDescription #LI-OD1 #LI-HYBRID Responsibilities 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 Qualifications 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. Company CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5699
Apply URLhttps://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5699
First Seen At2026-06-04 10:24:25Z
Last Seen At2026-06-06 19:16:45Z
Last Checked At2026-06-06 19:16:45Z
Last Changed At2026-06-04 10:24:25Z
Inactive At
Source Posted At2026-06-03 12:57:37Z
Source Updated At
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