Results Analyst

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Date: Jun 19, 2019

Location: Irvine, CA, US, 92618

Company: Capital Group

Req ID:  29983
Experience Level: Professional 
Other Location(s): N/A   

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll 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, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

 

The Results Analysis group, which falls within the Information and Insights organization, is a global team with locations in Los Angeles, Irvine, London, and Singapore. The group is responsible for delivering accurate and timely investment results and related data to external clients and internal client-facing individuals. We are looking to add a member to the Irvine office to focus specifically on the Private Client Service (“PCS”) line of business.

Responsibilities:

  • Investment results measurement – Calculating, validating, maintaining, and interpreting portfolio investment results for separately managed accounts, mutual funds and composites.
  • Investment results evaluation and analysis – Calculation and interpretation; portfolio attribution, style analysis, benchmark analysis, transaction and holdings analysis (e.g., portfolio concentration and overlap, portfolio turnover, etc.)
  • Data analysis – Validating and integrating data from multiple platforms or products to build custom exhibits; using various tools to pull and manipulate data.
  • Systems analysis – Identifying and troubleshooting issues, researching corporate actions or other accounting related inputs, or evaluating how to process and report new investment types.
  • Client Service Team support – Explaining calculations, researching issues, and fulfilling ad hoc reporting and data requests.
  • Monitor and liaise with external vendors – Ensuring external vendor adherence to agreed-upon accuracy and timeliness standards, using existing controls and procedures.
  • Ensuring compliance – Developing, maintaining and adhering to procedures to ensure compliance. This may include writing new procedures or updating existing procedures.
  • Process optimization – Proposing recommendations for enhancements, process and control improvements. Developing best practices, increasing efficiency, enhancing capabilities, and mitigating risks.
  • Designing and programming solutions – Working directly with teammates to identify, define, adjust and implement creative and sustainable business solutions, utilizing technology to streamline and automate tasks to maximize efficiency and minimize risk.

Qualifications

  • Candidates are preferred to have a Bachelor’s degree in business, finance, accounting, mathematics, economics, statistics, MIS, or other quantitative field.
  • 3+ years of professional experience in the investment management industry.  Specific experience in performance measurement, portfolio analysis, portfolio/fund accounting or operations is a plus.
  • 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.
  • Knowledge of the following applications is a plus: Advent APX, Factset, Alteryx.

 

 

 

Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 
 
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. 


Nearest Major Market: Irvine California
Nearest Secondary Market: Los Angeles

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