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About the Role

This role focuses on evaluating, constructing, and maintaining portfolio structures, calculating investment results, and providing advanced analytics. You will design and interpret analytical models, research and resolve discrepancies, and create actionable data visualizations. The position also involves managing complex projects, building stakeholder relationships, and overseeing outsourced providers.

Responsibilities

• Evaluate, construct, and maintain portfolio structures, index and custom benchmark maintenance, calculate and deliver portfolio and manager level investment results, and provide advanced analytics and attribution analyses.
• Design, develop, and interpret analytical/statistical models and forecasts to support investment and sales and marketing activities.
• Research, analyze, and resolve discrepancies impacting results with internal operational teams.
• Perform results, statistical, and portfolio analysis.
• Develop and provide analysis of portfolio results, including hypothetical/paper portfolio results.
• Design and develop forecasting tools and statistical models that directly support the investment and distribution decision-making processes.
• Create a narrative out of data, asking the right questions to ensure understanding of underlying needs, and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionable.
• Manage complex enterprise projects and initiatives and lead in creation of new processes and practices and resolve cross-group business issues with solid understanding of how the projects impact the organization.
• Build relationships and establish frequent correspondence with internal departments (e.g., Sales, Marketing, Investment Groups, IT, Investment Operations), balancing stakeholder expectations.
• Oversee relationships with outsourced providers to ensure agreed-upon SLAs (Service Level Agreements) over business-critical systems and applications are adhered to.
• Act as product owner of CMPS.
• Perform quality checks and verify the accuracy of work prepared by other associates.
• Provide leadership and mentorship.
• Provide direction to other associates and assist them in completing their assignments.
• Participate in the training and development of other associates.
• Define and develop quality assurance checks and risk controls; oversee the accuracy of work prepared by other associates.
• Develop policy guidelines and best practices at the functional level, coordinating and implementing newly developed policies, processes, and procedures.
• Perform additional responsibilities, as assigned.
• Serve as a subject matter expert for functional areas of the business and one or more internal and external industry applications to evaluate, construct, and maintain benchmarks and to calculate and provide investment results and analytics.
• Provide critical support for Institutional Clients that require high-touch, white-glove service from subject matter experts.
• Participate in regular portfolio reviews with the Investment Group – requires the ability to present results and attribution to our Investment Group professionals, with special focus on Attribution.
• Apply critical thinking to anticipate strategic questions that our Investment Group professionals will ask.
• Apply analytical and problem-solving skills to “deep dive” into questions.
• Research current and historical portfolios using advanced attribution analysis, investment style analysis and other techniques, as necessary.
• Serve as a subject matter expert for one or more internal and external industry applications.
• Lead application evaluation, requirements, and acceptance criteria.
• Keep abreast of applicable compliance rules and regulations, ensure that controls are in place and data is reported accurately and in accordance with various compliance standards.
• Keep abreast of current and possible future internal and external trends, industry best practices, technology, and potential impact on established procedures.
• Serve as a subject matter expert to partner and collaborate with investment and distribution associates to evaluate, formulate, and provide investment results and quantitative analytics to internal and external stakeholders.
• Work closely with investment and distribution associates to determine analytical requirements.
• Provide investment results and quantitative analytics internally and externally.
• Deliver and communicate investment results and analytics to internal departments and external entities.
• Answer questions and act as a point of contact internally and externally for complex issues.
• Contribute to department-wide initiatives that facilitate Investment Operation’s Mission and Vision: Scale Operations, Innovate, Operate Smartly, and Focus on Talent.
• Train and onboard new associates on the team on Capital Knowledge, performance measurement and attribution concepts.

Requirements

• 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 (and explain ‘the why’ behind the results they present).
• Demonstrates and applies an in-depth knowledge of Capital’s investment vehicles, strategies and investment philosophy and approach.
• Demonstrates expert knowledge of industry applications.
• Demonstrates an in-depth knowledge of key performance measurement, risk and attribution concepts and ability to apply it to work assignments.
• Develops strong business relationships and trust with internal and external stakeholders through consistent, accurate, and reliable work.
• Excellent written and verbal communications skills with a focus on being able to confidently stand behind analysis when presenting to the Investment Group stakeholders.
• Strong collaboration skills, working within and across teams and stakeholder groups to communicate investment results and resolve issues.
• Demonstrates intellectual curiosity and analytical skills in areas of high complexity.
• Demonstrates ability to lead and manage projects across multiple teams or groups.
• Ability to work in ambiguous situations, create clarity, and drive towards effective outcomes.
• Ability to identify process improvement and lead Continuous Improvement efforts with a focus on scaling operations.
• Demonstrates expert knowledge with data visualization tools; SQL, Alteryx, TOAD, Excel, Python plus.
• Strong project management skills; PMP or ScrumMaster a plus in some results areas.
• CFA certification. CIPM certifications and/or MBA a plus.

Skills

• Data visualization tools
• SQL
• Alteryx
• TOAD
• Excel
• Python
• Project management
• PMP
• ScrumMaster
• CFA certification
• CIPM certifications
• MBA
• Performance measurement
• Attribution concepts
• Analytical skills
• Problem-solving skills
• Communication skills
• Collaboration skills
• Business acumen
• Statistical models
• Forecasting
• Risk controls
• Quality assurance

Work Type

• Flexible work options

Experience Level

• Senior

Salary/Compensations

• Competitive salary
• Bonuses
• Profitability bonus
• 15% retirement contribution

Benefits

• Generous time-away
• Health benefits from day one
• 2-for-1 matching gifts for charitable contributions
• Opportunity to secure annual grants for organizations
• On-demand professional development resources
• Company-funded retirement contribution

About the Company

• 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.

Equal Opportunity

• 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.