Investment Results Analyst | Data-Driven Insights

CGCG-US CG Companies Global-US; Greater London; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Generous time-away and health benefits

2-for-1 matching gifts and annual/gran

On-demand professional development

Job summary

Capital Group in London is seeking a data-driven Investment Analyst to evaluate, construct, and maintain portfolio results and analytics. You will work with investment groups, sales, and distribution stakeholders to deliver accurate performance attribution and research insights.

You will analyze fund and account results, validate information, and develop forecasting tools and narratives from data to support decision making. Strong communication and collaboration are essential.

Qualifications

• Self-driven (e.g., independently manage workload and achieve target outcomes; proactively overcomes obstacles to achieve target outcomes and customer satisfaction)
• Strong business acumen to understand and anticipate business needs/requirements/questions, apply knowledge of investment markets, and explain 'the why' behind the results they present
• Strong experience with data analysis and visualization tools to achieve the right result/outcomes (e.g., Power BI, Tableau, Alteryx). Leverage data and analytical skills and tools to support recommendations
• Develops strong business relationships and trust with internal and external stakeholders through consistent, accurate, and reliable delivery of services
• Excellent written and verbal communications skills with a focus on being able to confidently stand behind analysis when presenting to the Investment Group and Distribution stakeholders
• Experience with performing analysis using different systems and performance measurement and attribution concepts
• Strong collaboration skills, working within and across teams and stakeholder groups to communicate investment results and resolve issues
• Ability to consume, digest, and apply information quickly
• Demonstrates and applies a working knowledge of Results Analysis' policies and procedures
• Demonstrates and applies intermediate knowledge of key performance measu

Responsibilities

• Tactical focus: Works with a variety of internal and external stakeholder groups (e.g., investment group, sales, etc.) to evaluate, construct, and maintain portfolio structures, index and custom benchmark maintenance, calculate and deliver portfolio and manager level investment results, analytics and attribution.
• Calculates and analyzes fund, account, manager, and composite investment results
• Validates investment results and fund, account, index, composite, and benchmark information using internal and external systems
• Researches, analyzes, and resolves discrepancies with internal operational teams
• Prepares and validates attribution analysis
• Accesses, assembles, manipulates, and interpret large data sets
• Develops and provides analysis of portfolio results, including hypothetical/paper portfolio results
• May design and develop forecasting tools and statistical models that directly support the investment and distribution decision-making processes
• Creates a narrative out of data and supporting visualization in a way that can be communicated effective with multiple stakeholders at this point.
• Manages low to moderate complexity departmental projects and process improvements using project management methods and technology.
• Manages diverse stakeholders, providing effective communication and gaining alignment.
• Performs additional responsibilities, as assigned.

Skills

Self-driven

Business acumen

Data visualization

Stakeholder management

Written and verbal communication

Performance measurement

Collaboration

Fast information processing

Policy knowledge

Tools

Power BI

Tableau

Alteryx

Job description

Capital Group in London is seeking a data-driven Investment Analyst to evaluate, construct, and maintain portfolio results and analytics. You will work with investment groups, sales, and distribution stakeholders to deliver accurate performance attribution and research insights.

You will analyze fund and account results, validate information, and develop forecasting tools and narratives from data to support decision making. Strong communication and collaboration are essential.