Posted: Thursday, October 5, 2017 6:20 PM
Req ID: 12383
Experience Level: Professional
Other Location(s): N/A
Relocation offered: Yes
Travel required: None
Come grow with us
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But its more than that. Its smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and youll have the opportunity to grow with us professionally, personally, and financially. Youll be part of a team that genuinely cares about helping you succeed. Youll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, youll receive premier compensation and benefits, and a company:funded retirement plan that ranks among the most generous.
Results Analysis is a global team with locations in Los Angeles, Irvine, London, and Singapore. The department is responsible for delivering accurate and timely data to the Investment Group (Portfolio Managers and Research Analysts), Marketing, clients, shareholders, and other teams.
As a Senior Analyst within the Fixed Income team in Los Angeles, you will be focused on engaging with our business partners to delivery timely and accurate performance measurement and analysis. In addition, you may be involved in the implementation of a new Fixed Income operating system, as well as a new Fixed Income Attribution system. There are two open positions at this time.
Performance measurement : calculating, validating, maintaining, and interpreting portfolio results for retail mutual funds, institutional accounts, Portfolio Managers, Research Analysts, and composites
Performance evaluation : portfolio attribution, style analysis, benchmark analysis, transaction and holdings analysis (e.g., portfolio concentration, portfolio turnover, etc.) Perform advanced results, statistical, and portfolio analysis.
Leadership : lead projects; may provide direction to other associates; identify new opportunities/strategies
Process optimization : developing best practices, increasing efficiency, enhancing capabilities, and mitigating risks.
Business Intelligence and Reporting : Using Excel, Tableau, Crystal Reports, or Business Objects to develop creative and compelling exhibits
Project support : partnering with other business units, our Information Technology Group, or external vendors.
Candidates are preferred to have a Bachelors degree in business, finance, mathematics, economics, statistics, computer science, MIS, or other quantitative field.
Have a related charter (CIPM, CFA, and/or FRM), a related MBA, or have significant and related experience in the field
3+ years of experience with Fixed Income; preferably with Attribution and portfolio analysis
Excellent problem solving skills and intellectual curiosity
High service orientation, integrity, and ownership of work
Strong communication skills; Interpersonal savvy and an ability to work effectively in a team environment
Some experience with related systems (e.g., FactSet Portfolio Analysis, Point, Bloomberg, MorningStar Direct, BI:SAM B:One, Tableau, Business Objects, or Crystal); Excellent MS Excel skills (e.g., functions, charting, and pivot tables)
Data modeling, data manipulation skills, or experience with data warehouse design may be required for some roles
Founded in 1931, Capital Group is one of the worlds largest and most trusted investment management companies and home to the American Funds. We manage more than US1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions
• Location: Los Angeles
• Post ID: 143112172 losangeles