Investment Portfolio Analyst

2 weeks ago


San Antonio, Texas, United States Capital Group Full time

As a Portfolio Analytics Specialist at Capital Group, you will play a crucial role in our investment analysis efforts.

Your primary responsibility will be to create both standardized and customized investment analyses that support the initiatives of the North American Client Group (NACG) in asset management. You will ensure timely delivery of insights and maintain effective communication with associates to identify the necessary analyses, including valuable insights and commentary to empower our sales team.

Your contributions will include:

  • Developing templated reports and conducting tailored research on investment products and portfolios.
  • Generating proactive custom research and analytics to bolster business strategies.
  • Facilitating prompt communication to ensure timely analysis delivery.
  • Observing portfolio consultations and assisting the consulting team with additional analyses and opportunities.
  • Acting as a technical authority on the portfolio consulting report suite and associated technologies.
  • Participating in or leading relevant projects as assigned.

Qualifications:

  • Possession of the Security Industry Essentials (SIE) is required for application.
  • Completion or possession of Series 7, and 63/65 or 66 is necessary.
  • A bachelor's degree is mandatory.
  • Ability to obtain CIMA, CFA, and/or CFP or similar designations is preferred.

Compensation:

In addition to a competitive base salary, you will be eligible for an individual annual performance bonus, as well as Capital's annual profitability bonus and a retirement plan with a 15% contribution from Capital on eligible earnings.

Capital Group is committed to equal opportunity employment, ensuring compliance with all applicable laws that prohibit discrimination in employment decisions.



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