Results Analyst

Apply now »

Date: Aug 10, 2019

Location: Irvine, CA, US, 92618

Company: Capital Group

Req ID:  29948
Experience Level: Professional 
Other Location(s): Los Angeles (CA) 

 

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.

Information and Insights (I&I) is a global operational team with locations in Los Angeles, Irvine, London, and Singapore. As a Results Analyst, based in the Los Angeles, CA location you will work in the teams responsible for delivering accurate and timely results and portfolio characteristics data to the Investment Group (Portfolio Managers and Research Analysts), Marketing, clients, shareholders, and other teams. 

This Results Analyst role will be responsible for collating portfolio results, attribution, characteristic and analytics in support of the Investment Group (Portfolio Managers and Research Analysts). Additionally, there will be an expectation to draw new insights based on developing investment acumen and to provide additional support to the investment decision making process. As with any data that the Results team publishes, this role must be able to validate, maintain and analyze the Capital System investment portfolios and the data owned by I&I.

Responsibilities:

  • Portfolio characteristics and analytics
    • Calculate, validate, maintain, and interpret portfolio characteristics for portfolio managers & research analysts
    • Analyze current and historical portfolios using trend analysis, risk metrics, investment style analysis and other techniques
    • May require manipulation of large data sets from multiple platforms
  • Portfolio maintenance optimization
    • Enhance or redesign existing business or IT processes to strengthen operational flexibility
    • Responsible for maintenance of how CG measures the Capital System over time
  • Client support
    • Select, define, and explain calculations and methodologies; research & resolve issues, and fulfill ad-hoc requests
  • Project and technology support
    • Partner with other business units, our Information Technology Group, or external vendors on system evaluation, design and implementation
    • Serve as a subject matter expert for one or more internal or external industry applications
  • Process optimization & risk mitigation
    • Continuously develop & evolve best practices, increase efficiency, and enhance capabilities
    • Design and develop business processes, risk control measures, and metric evaluations to meet evolving business needs

 Qualifications:

  • Candidates are preferred to have a bachelor’s degree in business, finance, mathematics, economics, statistics, computer science, MIS, or other quantitative field. 
  • Professional experience in an analytical/quantitative business role
  • 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
  • An ability to analyze both data and processes with an attention to detail
  • Excellent MS Excel Skills (e.g. functions, charting, and pivot tables)
  • SQL knowledge preferred
  • Domain knowledge in performance measurement, attribution and security fundamentals is preferred
  • A related charter (CIPM or CFA) is preferred
  • Supply chain or logistics is a plus

 

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

Job Segment: Computer Science, Database, SQL, Technology, Research