Client Reporting Analyst

Apply now »

Date: Aug 8, 2019

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  30049
Experience Level: Professional 
Other Location(s): N/A  
Relocation offered: No
Travel required: e. No Selection

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 Client Services is part of Capital Group’s Investment Operations organization, with offices in Los Angeles, London, Singapore, and Tokyo. Global Client Services services Capital’s institutional clients, prospects and intermediaries, and supports institutional marketing, sales and distribution teams. The mission of Global Client Services is to deliver a superior client experience and enable the distribution of Capital Group’s investment services globally. 

Based in Los Angeles, the Investment Information Services Analyst will provide key organizational investment strategy and portfolio information to institutional investors, fund shareholders, and consultants. The individual in this role will also partner with senior staff on complex projects, analysis and related tasks as well as identify opportunities to streamline department processes, applications and system efficiencies. 


  • Provide comprehensive investment reporting to Capital Group’s institutional client base; including results, portfolio characteristics, portfolio attribution, investment commentary and organizational statistics. 
  • Monitor the integrity of information, investigate and resolve discrepancies. Drive continuous improvement efforts to optimize processes and ensure accuracy and completeness of data.
  • Provide data expertise to Client Service and Sales and Marketing teams, as well as complex client queries on quantitative data.
  • Support enterprise wide initiatives and strategic objectives



  • 3+ years of experience within investment management or financial services industry highly preferred, undergraduate degree required. CFA a plus.
  • Experience with SQL, preferred.
  • Experiencew ith Coric or equivalent reporting tools, preferred.
  • Familiarity with investments and general portfolio statistics, with the ability to analyze data and information.
  • Knowledge of standard processes, tools, and deliverables for projects and business analysis, including: requirements gathering, documentation, analysis, testing through implementation, and on-going support with business and IT partners.
  • Ability to build strong relationships, establish credibility, and obtain buy-in from key stakeholders. 


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: SQL, Database, Business Analyst, Research, Technology