About the role
- Role
- Portfolio management and research
- Seniority
- Mid
- Type
- Full time
Mentioned
- “I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
- Access on-demand professional development resources that allow you to hone existing skills and learn new ones
- Primary responsibilities/essential functions: Tactical focus: Works with a variety of internal and external stakeholder groups (e.g., investment group, sales, etc.) to evaluate, construct, and maintain portfolio structures, index and custom benchmark maintenance, calculate and deliver portfolio and manager level investment results, analytics and attribution. Calculates and analyzes fund, account, manager, and composite investment results
- Validates investment results and fund, account, index, composite, and benchmark information using internal and external systems Researches, analyzes, and resolves discrepancies with internal operational teams
- Prepares and validates attribution analysis Accesses, assembles, manipulates, and interprets large data sets
- Develops and provides analysis of portfolio results, including hypothetical/paper portfolio results
- May design and develop forecasting tools and statistical models that directly support the investment and distribution decision-making processes
- Creates a narrative out of data and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionable
- Manages low to moderate complexity departmental projects and process improvements using project management methods and technology
- Manages diverse stakeholders, providing effective communication and gaining alignment
- Performs additional responsibilities, as assigned Domain Knowledge Focus: Applies knowledge of Capital System and technical skills to evaluate, construct, and maintain benchmarks and to calculate and provide investment results and analytics. Consultative / Business Acumen Focus: Serves as a subject matter expert to formulate and provide investment results and quantitative analytics to internal and external stakeholders. Provides deep dive analysis and research upon request. Required Skills/Abilities: Self-driven (e.g., independently manage workload and achieve target outcomes; proactively overcomes obstacles to achieve target outcomes and customer satisfaction)
- Strong business acumen to understand and anticipate business needs/requirements/questions, apply knowledge of investment markets (e.g., analysis of portfolio characteristics, CIPMs, people CFAs, etc.), and explain ‘the why’ behind the results they present
- Strong experience with data analysis and visualization tools to achieve the right result/outcomes (e.g., Power BI, Tableau, Alteryx). Leverage data and analytical skills and tools to support recommendations
- Develops strong business relationships and trust with internal and external stakeholders through consistent, accurate, and reliable delivery of services
- Excellent written and verbal communications skills with a focus on being able to confidently stand behind analysis when presenting to the Investment Group and Distribution stakeholders
- Experience with performing analysis using different systems and performance measurement and attribution concepts
- Strong collaboration skills, working within and across teams and stakeholder groups to communicate investment results and resolve issues
- Ability to consume, digest, and apply information quickly
- Demonstrates and applies a working knowledge of Results Analysis’ policies and procedures
- Demonstrates and applies intermediate knowledge of key performance measurement, risk, and attribution concepts
- Demonstrates and applies an intermediate knowledge of Capital’s funds, mandates, investment process, and various functions
- Demonstrates intellectual curiosity and strong analytical skills in areas of complexity
- Demonstrates the ability to identify, assess, escalate, and resolve issues
- Strong industry knowledge
- Ability to work in ambiguous situations, create clarity, and drive towards effective outcomes
- Strong project management skills; PMP or ScrumMaster a plus Level 1 CFA certification completed or in progress preferred. Level 2 or 3 CFA certification or MBA a plus “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement
- Learn more about our benefits
- Learn more about our hybrid schedule
- Learn more about our culture and core values
- Learn more about our commitment to responsible AI and how it shapes your candidate experience
Posted on Capital Group’s careers site and shown here in full, as the firm wrote it. Open the original posting
