Results Analyst - 20051852 at Capital Group | GB | Rezi

Results Analyst - 20051852 at Capital Group

Results Analyst - 20051852

Capital Group · GB

Yesterday

Results Analyst - 20051852

Capital Group · GB

a day ago
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About the Role

This role involves evaluating, constructing, and maintaining portfolio structures, index and custom benchmark maintenance, and calculating investment results, analytics, and attribution. You will serve as a subject matter expert, providing quantitative analytics and deep dive analysis to internal and external stakeholders.

Responsibilities

  • 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

Requirements

  • Self-driven; 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
  • 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
  • Level 1 CFA certification completed or in progress preferred
  • Level 2 or 3 CFA certification or MBA a plus

Skills

  • Data analysis
  • Data visualization
  • Power BI
  • Tableau
  • Alteryx
  • Investment markets analysis
  • Portfolio characteristics analysis
  • CIPM
  • CFA
  • Performance measurement
  • Attribution concepts
  • Project management
  • Communication
  • Collaboration

Work Type

  • Flexible work options

Education Level

  • Level 1 CFA certification completed or in progress
  • Level 2 or 3 CFA certification or MBA a plus

Salary/Compensations

  • Competitive salary
  • Bonuses
  • Capital contributes 15% of your eligible earnings to retirement plan

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.
  • 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.
  • 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.