Solutions Analyst - Capital Markets Assumptions - CSG

Capgroup; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Capital Group in New York is seeking a Solutions Analyst - Capital Markets Assumptions (CMA) to join a collegial team of researchers. You will translate deep investment research into forward-looking CMA inputs that inform asset allocation, portfolio construction, and multi-asset solutions.

You will combine quantitative techniques with fundamental insights to develop robust CMA models, conduct deep-dive research, and partner with investment professionals to ensure robust, explainable CMA

Responsibilities

• Research, develop, and maintain Capital Group's long-term capital markets assumptions across global asset classes, including equities, fixed income, currencies, and alternatives.
• Develop forward-looking estimates of expected returns, risk, correlations, and other CMA inputs used in asset allocation and portfolio construction.
• Combine quantitative techniques with fundamental and forward-looking investment insights to develop robust CMA frameworks.
• Conduct research on economic and market drivers of asset-class returns, including valuations, income, growth, inflation, rates, credit, currencies, and risk premia.
• Perform research and develop recommendations for CMA assumptions for oversight and governance committees.
• Conduct deep-dives and thematic research on topics affecting long-term CMA outcomes, including macro regimes and evolving asset classes.
• Research capital markets across geographies and currencies and evaluate currency exposure and hedging implications.
• Develop and maintain proprietary analytical models, datasets, and frameworks supporting the CMA process.
• Evaluate existing methodologies and identify opportunities to improve CMA robustness and relevance.
• Partner with investment professionals to incorporate bottom-up perspectives into CMA research.
• Communicate CMA methodology, assumptions, sensitivities, and rationale to Portfolio Managers and other stakeholders.
• Utilize industry publications, external research, market databases, and Capital Group’s proprietary investment resources.

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 options.

Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love.

Access on-demand professional development resources that allow you to hone existing skills and learn new ones.

\"I can succeed as a Solutions Analyst at Capital Group\"

Capital Solutions Group (CSG) is the investment team responsible for performing research and making investment recommendations in support of Capital Group's multi-asset portfolio solutions effort. The multi-asset portfolio solutions include but are not limited to: Target Date Solutions, Model Portfolios, and Custom Solutions globally.

As a Solutions Analyst - Capital Markets Assumptions (CMA), you will join a team of collegial, intellectually rigorous researchers within Capital's investment organization. You will play a central role in the research, development, and ongoing evolution of Capital Group's capital markets assumptions across global asset classes.

The role combines quantitative research, fundamental investment judgment, and collaboration with investment professionals across Capital Group. You will help translate Capital's deep investment research capabilities into forward-looking assumptions that inform asset allocation, portfolio construction, risk analysis, and multi-asset solutions.

As a Solutions Analyst, you will contribute to the team in the following ways

• Research, develop, and maintain Capital Group's long-term capital markets assumptions across global asset classes, including public equities, fixed income, currencies, and alternative investments.
• Develop forward-looking estimates of expected returns, risk, correlations, and other capital-market inputs used in strategic asset allocation, portfolio construction, and multi-asset research.
• Combine quantitative techniques with fundamental and forward-looking investment insights to develop robust and explainable capital markets assumptions.
• Conduct research on the economic and market drivers of asset-class returns, including valuations, income, growth, inflation, interest rates, credit conditions, currencies, and risk premia.
• Perform research and develop recommendations for capital markets assumptions for consideration by relevant investment oversight and governance committees.
• Conduct deep-dive and thematic research on topics that may affect long-term capital-market outcomes, including structural changes in markets, macroeconomic regimes, valuation relationships, and evolving asset classes.
• Research capital markets across multiple geographies and currencies and evaluate the implications of currency exposure and hedging for global investors.
• Develop and maintain proprietary analytical models, datasets, and research frameworks supporting the CMA process, including tools used for estimation, scenario analysis, simulation, and sensitivity analysis.
• Evaluate existing methodologies and identify opportunities to improve the robustness, consistency, and investment relevance of Capital Group's CMA framework.
• Partner with Capital Group investment professionals and internal subject-matter experts to incorporate relevant bottom-up and fundamental perspectives into the CMA research process.
• Communicate the methodology, assumptions, sensitivities, and investment rationale underlying Capital Group's capital markets assumptions to Portfolio Managers, analysts, oversight committees, and other internal stakeholders.
• Utilize industry publications, external research, market databases, and Capital Group's proprietary investment