Investment Analyst

American Century Investments; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Job summary

A leading global asset manager is seeking an Investment Analyst in New York to generate and analyze investment ideas for portfolios. The successful candidate will have a minimum of 3-5 years of experience in fundamental analysis and join a collaborative team managing significant real estate assets. This hybrid position offers a competitive salary and benefits.

Benefits

Competitive compensation package with bonus plan

Generous PTO and competitive benefits

401k with 5% company match

Tuition reimbursement

Qualifications

• 3-5 years experience in investment research and analysis.
• Strong quantitative skills for building financial models.
• Excellent written and verbal communication skills.

Responsibilities

• Assess investment ideas for portfolio inclusion.
• Prepare research templates and earnings models.
• Monitor portfolios and update the team on industry events.

Skills

Fundamental Analysis

Financial Modeling

Communication

Collaboration

Education

Undergraduate degree in economics, business, or finance

MBA or CFA preferred

Job description

About Us

American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.

Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.

All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.

Role Summary

As an Investment Analyst, you will be part of a results-oriented, collaborative and high-performing team. You are responsible for generating, researching, assessing and presenting investment ideas through fundamental company analysis for inclusion in the portfolios. Additionally, you will research industry and regional trends across a broad range of markets, partnering with the team to determine suitability of investment ideas.

You are a highly motivated, intellectually curious individual possessing a combination of strong quantitative skills, detail orientation and ability to consistently meet deadlines. You operate as a self-starter in an ambitious and collaborative environment. You seek out and embrace the challenge of achieving success in a high-impact, measurable and results-oriented environment.

Our Real Estate Investment Team manages a portfolio of $2 billion in global assets consisting of domestic and international properties. The team is comprised of five and based in our New York office. The group focuses on two primary strategies - US and Global, designed to deliver pure exposure to the US and non-US real estate markets. The team seeks to deliver total return through capital appreciation and income from holdings in US and Non-US real estate investment trusts (REITs).

This role will report to the SVP & Senior Portfolio Manager, US & Global REITs

This hybrid position will be based out of our New York office.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

How You Will Make an Impact

• Identification, assessment and development of ideas and recommendations for inclusion in portfolios.
• Preparation of research templates and earnings models for investment research.
• Monitoring of portfolio holdings through maintenance of earnings models.
• Build and maintain a “network” of company and industry contacts.
• Actively update the team and colleague broadly on important industry events and news flows
• Make sell recommendations.

What You Bring to the Team (Required)

• Relevant Experience - a minimum of 3-5 years experience performing broad-based, fundamental analysis of companies for investment research. Prior experience with REITs preferred
• Technical Skills - evidenced through prior building financial models used for company and earnings analysis, as a foundation for presenting and defending investment theses. Knowledge of either real estate and/or financial sectors preferred
• Communication Skills - strong written, verbal and presentation skills demonstrated through an ability to communicate investments and articulate complex business models concisely and accurately
• Collaborative Orientation - Able to partner, work alongside and provide support to senior teammates in fundamental research.
• Education - an undergraduate degree in economics, business, finance or a comparable program with an emphasis on international study required. Advanced degrees such as an MBA and/or CFA preferred
• Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

What We Offer

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

Learn more about our benefits and perks.

For New York and California based candidates, the salary range for this role is $130,000.00-$150,000.00. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to [e-mail]. All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

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American Century Proprietary Holdings, Inc. All rights reserved.