Results Analyst - 20051852

Capital Group; London (OH); On-site; USD 100,000 - 160,000; Full time

Job summary

Capital Group is seeking a data-driven investment analytics professional to evaluate and construct portfolio structures, maintain benchmarks, and deliver manager-level results. You will analyze large data sets, validate performance figures, and build forecasting tools to support investment decisions.

Strong stakeholder communication and a CFA/MBA background are valued. Join a collaborative team focused on rigorous analytics, cross-functional partnerships, and delivering actionable insights for

Qualifications

• Strong data analysis and quantitative skills with ability to translate data into actionable investment insights.
• Excellent communication skills and ability to present complex results to stakeholders.
• Experience with performance measurement, attribution concepts, and investment analytics.

Responsibilities

• Evaluate, construct, and maintain portfolio structures and benchmarks.
• Calculate and deliver portfolio and manager-level investment results and analytics.
• Prepare attribution analysis and validate results across systems.
• Develop forecasting tools and models to support decision making.
• Communicate findings clearly to Investment Group and Distribution teams.

Education

MBA preferred

Bachelor's degree in Finance/Economics or related field

CFA Level 1 completed or in progress

Tools

Power BI

Tableau

Alteryx

Job description

“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.“I can influence my income.”You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.“I can lead a full life.”You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work optionsReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you loveAccess on-demand professional development resources that allow you to hone existing skills and learn new onesPrimary responsibilities/essential functions: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 resultsValidates investment results and fund, account, index, composite, and benchmark information using internal and external systemsResearches, analyzes, and resolves discrepancies with internal operational teamsPrepares and validates attribution analysisAccesses, assembles, manipulates, and interprets large data setsDevelops and provides analysis of portfolio results, including hypothetical/paper portfolio resultsMay design and develop forecasting tools and statistical models that directly support the investment and distribution decision-making processesCreates a narrative out of data and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionableManages low to moderate complexity departmental projects and process improvements using project management methods and technologyManages diverse stakeholders, providing effective communication and gaining alignmentPerforms additional responsibilities, as assignedDomain Knowledge Focus: Applies knowledge of Capital System and technical skills to evaluate, construct, and maintain benchmarks and to calculate and provide investment results and analytics.Consultative / Business Acumen Focus: Serves as a subject matter expert to formulate and provide investment results and quantitative analytics to internal and external stakeholders. Provides deep dive analysis and research upon request.Required Skills/Abilities: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 (e.g., analysis of portfolio characteristics, CIPMs, people CFAs, etc.), and explain ‘the why’ behind the results they presentStrong 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 recommendationsDevelops strong business relationships and trust with internal and external stakeholders through consistent, accurate, and reliable delivery of servicesExcellent written and verbal communications skills with a focus on being able to confidently stand behind analysis when presenting to the Investment Group and Distribution stakeholdersExperience with performing analysis using different systems and performance measurement and attribution conceptsStrong collaboration skills, working within and across teams and stakeholder groups to communicate investment results and resolve issuesAbility to consume, digest, and apply information quicklyDemonstrates and applies a working knowledge of Results Analysis’ policies and proceduresDemonstrates and applies intermediate knowledge of key performance measurement, risk, and attribution conceptsDemonstrates and applies an intermediate knowledge of Capital’s funds, mandates, investment process, and various functionsDemonstrates intellectual curiosity and strong analytical skills in areas of complexityDemonstrates the ability to identify, assess, escalate, and resolve issuesStrong industry knowledgeAbility to work in ambiguous situations, create clarity, and drive towards effective outcomesStrong project management skills; PMP or ScrumMaster a plusLevel 1 CFA certification completed or in progress preferred. Level 2 or 3 CFA certification or MBA a plus“I can apply in less than 4 minutes.”You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.“I can learn more about Capital Group.”At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. 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 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.