Home › Companies › Ebez Fa Us2 Oraclecloud Com CX 1 › Senior 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
| Field | Value |
|---|---|
| Company | Ebez Fa Us2 Oraclecloud Com CX 1 |
| Title | Senior Investment Analyst |
| Normalized title | - |
| Department / team | - |
| Location | Cleveland, OH, United States |
| Work model | Hybrid / Hybrid |
| Employment type | - |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-06-03 / 2026-06-04 |
| Changed / last seen | 2026-06-04 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Ebez Fa Us2 Oraclecloud Com CX 1. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Cleveland. | Open |
| Work model jobs | Active Hybrid postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Ebez Fa Us2 Oraclecloud Com CX 1 |
| Source | 1634b88a-b63b-4478-9552-e0f4bb94a7ac |
| ATS provider | Oracle 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 ID | ff37b5401d4d1a29af33a50eebefc42b17ea6a81 |
| Org ID | ff0700f6-e416-45cf-9543-87842d2031eb |
| Source ID | 1634b88a-b63b-4478-9552-e0f4bb94a7ac |
| Board ID | 1634b88a-b63b-4478-9552-e0f4bb94a7ac |
| Provider | oracle_hcm |
| Provider Job Key | 5699 |
| Title | Senior Investment Analyst |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Cleveland, OH, United States; OHCLD - 5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, US |
| Department | — |
| Team | — |
| Employment Type | — |
| Workplace Type | hybrid |
| Remote Policy | hybrid |
| Country | United States |
| Region | OH |
| City | Cleveland |
| Salary Raw | 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. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5699 |
| Apply URL | https://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5699 |
| First Seen At | 2026-06-04 10:24:25Z |
| Last Seen At | 2026-06-06 19:16:45Z |
| Last Checked At | 2026-06-06 19:16:45Z |
| Last Changed At | 2026-06-04 10:24:25Z |
| Inactive At | — |
| Source Posted At | 2026-06-03 12:57:37Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=ebez.fa.us2.oraclecloud.com|CX_1/date=2026-06-06/2026-06-06T19-16-13-963Z-e091ebf9e9af2ac1f496f8e577a4e4b8e04839917452a06ec4aefe8a62d0d41e.json |
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