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Posted: Monday, February 20, 2017 9:33 PM


Req ID: 815

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.

The newly formed Client Analytics team, a part of our North American Distribution (NAD) organization, has been formed to create a dedicated sales support team with a common set of quantitative/asset allocation tools and philosophy to improve the effectiveness of the services that we provide today to strategic clients in three areas:
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Sales support
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?Help clients arrange our investment services in a portfolio or plan
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Better position Capital Group offerings in our top retail and institutional clients frameworks
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Insights development
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Product development support
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As a Client Analytics Senior Specialist based in Los Angeles, you will play a key role on the Client Analytics team to deliver analysis and insights for Capital Groups clients. You will consult with internal and external clients to provide quantitatively:driven strategies and recommendations that position Capital Group offerings in client portfolios. You will serve as a subject matter expert providing direction and leadership on broader asset classes and investment vehicles.
Responsibilities:
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Conducts reserach and analysis for complex client portfolio analysis requests, insights development, sales force training content, and support of internal initiatives
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?Consults with internal and external clients to interpret complex requests
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Conducts quantitative and qualitative research and analysis utilizing internal databases, external sites and asset allocation tools. Incorporates a broad knowledge of asset class levels and investment vehicles into analyses
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Develops analyses and models that quantitatively position NAD services in client portfolios
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Interprets results and recommends strategies to internal or external clients to incorporate NADs investment services into a client portfolio or plan
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Develops sales force training content and materials; presents content to the sales force
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?Serves as a subject matter expert for the team
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?Conducts competitor reserach to understand competitive landscape
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Maintains an in:depth understanding of products and business areas, including product construction, rules and regulations, sales and marketing approach, and services offered
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Informs and educates internal groups on complex quantitative analysis regarding funds and mandates. Presents in person, over the phone or through writing
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Serves as a point of contact for multiple departments or queries related to client portfolio construction and analysis
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?Provides leadership for the Client Analytics team
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?Performs quality checks and verifies the accuracy of work prepared by other associates
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Participates in the training and development of other associates. Provides feedback to managers regarding special training requirements
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Serves as a positive role model for other associates
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Assists with workflow coordination
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?Performs additional responsibilities as assigned

Qualifications:
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5:10+ years of expereince in asset allocation / multiple asset class analysis
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Business or econo

Source: http://www.tiptopjob.com/jobs/63259178_job.asp?source=backpage


• Location: Los Angeles

• Post ID: 99822897 losangeles
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