Investment Analyst II - Small & Mid Cap Equity Manager Research | CBIZ Investment Advisory Services

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CBIZ Benefits & Insurance Services is a Top 30 Broker in the U.S., supporting employers nationwide with high-quality service delivered by local teams across nearly forty markets.

• CBIZ Benefits & Insurance Services includes the following legal entities:
• CBIZ Benefits & Insurance Services, Inc.
• CBIZ Insurance Services, Inc.
• CBIZ Financial Solutions, Inc.
• CBIZ Investment Advisory Services, LLC
• CBIZ Life Insurance Solutions, Inc

Our solutions span employee benefits consulting, human capital advisory solutions, property and casualty insurance, retirement and investment solutions, and individual insurance. Together, these capabilities provide organizations with expertise across interconnected areas of their business. Our approach starts with understanding each client's unique circumstances, priorities, and goals, then bringing together the right services to address their needs.

Navigate the decisions that shape your people, protect your businesses, and strengthen your future with CBIZ Benefits & Insurance Services.

About the Role We're looking for an experienced equity analyst who wants to own a key part of our lineup. You'll lead manager research and due diligence across small cap and mid cap equity strategies. Your recommendations will feed directly into investment committee decisions, and your work will shape advice for retirement plan, institutional and private wealth clients. This role is built for someone with 3-7 years of financial analysis experience who can work independently and is ready for more visibility and responsibility. This level of experience is essential, as you'll be expected to contribute independently from day one.

Why Join Us

• Real ownership of an asset class, with a direct voice in investment committee decisions.
• A collaborative research team that covers all major asset classes.
• A people-first culture where colleagues support each other, ideas are welcome at every level, and work-life balance is respected.
• Visibility to firm leadership and a clear path for growth.

Built for experienced analysts: You'll step in as the go-to small and mid cap expert and work independently from the start, so this role is best suited for someone with 3+ years of financial analysis experience

Essential Functions and Primary Duties

• Lead small and mid cap equity manager research across growth, value and core strategies across U.S. mutual funds, ETFs, CITs and SMAs. This includes ad hoc projects and research prompted by market events or CBIZ research initiatives.
• Own due diligence and recommendations for adding managers to or removing them from the preferred fund lists. You'll present your findings and defend your views in front of the investment committee and internal team members.
• Evaluate and monitor managers, including investment philosophy, process, style consistency, portfolio characteristics, capacity, and what drives performance. You'll also track developments at the firms.
• Analyze equity markets and the economy every quarter and on an ongoing basis, and assess how trends such as valuations, earnings, interest rates and market leadership affect smaller companies, manager positioning and client portfolios.
• Write clear, client-ready content, including manager memos, market commentary and educational white papers.
• Lead quarterly strategic projects and produce analysis and reports using Morningstar Direct, eVestment and similar platforms.
• Additional responsibilities as assigned.

Preferred Qualifications

• 3+ years of financial analysis experience, ideally in equity research, manager research, consulting, due diligence or portfolio analytics.
• CFA charterholder or CFA candidate, with Level I or higher preferred. CIMA or other approved credentials are also considered.
• A track record of forming independent investment views and presenting them to committees, clients or senior leaders.
• Strong working knowledge of equity concepts such as growth vs. value styles, valuation metrics, earnings quality, sector and factor exposures, active share, and the liquidity and capacity considerations specific to smaller companies.
• Familiarity with small and mid cap benchmarks
• Bachelor's degree in finance, economics, mathematics or other areas that contain strong analytical course content.
• Hands-on experience with Morningstar Direct, eVestment, FactSet or Bloomberg.

Series 65, or a willingness to obtain it if needed, based on other designations and responsibilities.

Minimum Qualifications

• High School Diploma or GED
• At least three years of professional, investment experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
• Proficient 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
• Pursuing 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

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.