Results Associate

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Date: Aug 7, 2019

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  30422
Experience Level: Entry-Level 
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.

 

Results Analysis is a global team with locations in Los Angeles, Irvine, London, and Singapore.  As an Associate within the Results department in Los Angeles, you will be focused on engaging with our business partners to delivery timely and accurate performance measurement and analysis, which include both Investment Group (Portfolio Managers and Research Analysts) and Distribution (Marketing, Clients, Shareholders). 

Responsibilities:

  • Performance measurement – calculating, validating, maintaining, and interpreting portfolio results for retail mutual funds, institutional accounts, Portfolio Managers, Research Analysts, and composites
  • Performance evaluation – portfolio attribution, style analysis, benchmark analysis, transaction and holdings analysis (e.g., portfolio concentration, portfolio turnover, etc.)  Perform advanced results, statistical, and portfolio analysis. 
  • Process optimization – developing best practices, increasing efficiency, enhancing capabilities, and mitigating risks. 
  • Business Intelligence and Reporting – Using Excel, Tableau, Crystal Reports, or Business Objects to develop creative and compelling exhibits
  • Project support – partnering with other business units, our Information Technology Group, or external vendors.

 Qualifications:

  • Candidates are preferred to have a Bachelor’s degree in business, finance, mathematics, economics, statistics, computer science, MIS, or other quantitative field.
  • 1+ years of industry experience
  • 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
  • Some experience with related systems preferred (e.g., FactSet Portfolio Analysis, Point, Bloomberg, MorningStar Direct, BI-SAM B-One, Tableau, Business Objects, or Crystal); Excellent MS Excel skills (e.g., functions, charting, and pivot tables)

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: Computer Science, Business Intelligence, Technology, Research, Entry Level