Equity Senior Results Analyst - 18 month rotation

Capital Group; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a results-oriented analyst to join their global team. In this role, you will engage with business partners to deliver accurate results measurement and analysis for mutual funds and institutional accounts. You will calculate and analyze portfolio results, providing insights and recommendations that support client requests and internal stakeholders. Your expertise will help shape marketing strategies and enhance product offerings. If you thrive in a fast-paced environment and possess strong analytical skills, this is an exciting opportunity to make a significant impact within a dynamic organization.

Benefits

Individual annual performance bonus

Annual profitability bonus

Retirement plan with 15% contribution

Qualifications

• 5+ years of experience in portfolio analysis and attribution.
• Strong analytical skills and client-focused with stakeholder management.

Responsibilities

• Calculate and analyze portfolio results and provide recommendations.
• Engage with stakeholders to support marketing messages for products.

Skills

Portfolio Analysis

Attribution Analysis

Advanced MS Excel

Analytical Skills

Stakeholder Management

Critical Thinking

Problem-Solving Skills

Tools

FactSet Portfolio Analysis (PA3)

SQL

Power BI

B-One

Bloomberg

Rimes

Morningstar Direct

eVestment

Job description

Role summary:

Results Analysis is a global team with locations in London, Los Angeles, Irvine, Singapore, and Tokyo.
You will be focused on engaging with our business partners to deliver timely and accurate results measurement and analysis for Capital Group’s mutual funds and institutional accounts. You will be responsible for calculating and analyzing portfolio results, attributions, and analytics, drawing conclusions and providing recommendations based on the analysis, to support client and prospect requests, and internal stakeholders including Sales, Client Servicing, Investment Product Specialists and Publishing. You will also work with our stakeholders to conduct analysis to draw insights and develop exhibits that effectively support the marketing messages for CG products. Additionally, you will serve as a subject matter expert for one or more internal/external industry applications, as well as playing a critical role in enterprise-wide initiatives and strategic objectives.

Requirements:

1. 5+ years of experience with portfolio analysis and attribution.
2. Strong understanding and experience with calculating, validating, and interpreting portfolio investment results, attribution analysis, benchmark analysis and transaction/holdings-based analysis.
3. Advanced MS Excel skills (e.g. functions, charting, and pivot tables) to draw insights and develop compelling exhibits that effectively support the marketing messages for CG products.
4. Solid experience with FactSet Portfolio Analysis (PA3). Other results-related systems including B-One/Bloomberg/Rimes/Morningstar Direct/eVestment is an advantage.
5. Thrive in a fast-paced environment where critical thinking, strong analytical, problem-solving skills and intellectual curiosity are essential for success.
6. Client focused with excellent stakeholder management skills and enjoying working with a wide range of business groups.
7. A keen focus on developing best practices, improving efficiency, enhancing capabilities, and mitigating risks.
8. Experience in a wide range of projects including enterprise-wide initiatives, performance/attribution system enhancement, client onboarding and product launch.

Preferred but not essential:

1. Good working knowledge of analyzing data via SQL or data visualization tools including Power BI.
2. Demonstrate experience and skills in leading projects and resolving cross-group business issues.
3. Experience in Multi-asset or Fund of Funds products.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

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.