FI Portfolio Analysis Group Analyst

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Date: Jul 5, 2019

Location: Los Angeles, CA, US, 90025

Company: Capital Group

Req ID:  29892
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.

 

Global Investment Control directly supports Capital Group's investment professionals, implements investment decisions and facilitates the investment process. Operating from locations in North America, Europe, and Asia, core functions include order management, portfolio construction and compliance, trade support, corporate action communication and coordination, and proxy services, among others. These services support the management of equity and fixed income portfolios for retail, institutional and private clients.

As an Analyst based in our West Los Angeles office, you will be part of the Fixed Income Portfolio Analysis Group and primarily focus on fixed income portfolio construction, analysis, and replication support. You will partner closely with investment professionals, traders, technology as well as the rest of the Global Investment Control teams.

Responsibilities:

  • Assist investment professionals with analysis needed to construct fixed income portfolios and support replication of accounts based on the convictions of investment professionals and compliance guidelines
  • Actively monitor portfolio risk metrics by generating reports and analyzing model scenarios to support the investment professionals’ decision making
  • Perform pre-trade portfolio analysis for investment professionals to review, monitor cash flows and assist with account transitions
  • Partner across organization to design processes to support replication of portfolio activity specific to each sector
  • Review and manage currency hedging as directed by the investment professionals and monitor real-time fixed income market activity

Qualifications:

  • 4+ years financial services industry experience, knowledge of fixed income instruments, markets and the investment process required
  • Experience with rates/derivatives or emerging markets required
  • Bachelor’s degree in a related field required, CFA certification a plus
  • Advanced knowledge of Microsoft Excel and Bloomberg required, familiarity with VBA, Aladdin, Python a plus
  • Ability to thrive in a fast-paced, deadline driven environment while performing highly complex and analytical work
  • Ability to effectively communicate with a variety of different departments and colleagues within Capital Group and shift gears/priorities quickly based on business needs
  • Overtime and schedule flexibility may be required

 

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: Los Angeles

Job Segment: Research