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Investment Portfolio Analyst
2 months ago
As a valued member of Capital Group, you will excel in the role of Portfolio Analytics Specialist.
In this position, your primary responsibility will be to produce both standardized and tailored investment and portfolio evaluations to bolster the efforts of the North American Client Group (NACG) in asset acquisition and retention. You will ensure the prompt delivery of analyses and maintain clear communication with associates to identify the necessary insights and commentary to effectively prepare and educate the sales team.
Your contributions will include:
- Generating standardized reports and bespoke research on investment offerings and portfolios.
- Providing proactive custom research and analytics to enhance business strategies.
- Facilitating timely analysis through effective communication.
- Observing portfolio consultations and supporting 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.
- Holding the Security Industry Essentials (SIE) certification is a prerequisite for application.
- Possessing or working towards the Series 7, and 63/65 or 66 licenses.
- Having a bachelor's degree is essential.
- Demonstrating the ability to pursue CIMA, CFA, and/or CFP or similar designations.
Compensation and Benefits:
The base salary range for this role varies by location, with competitive compensation and additional performance bonuses available, along with a retirement plan where Capital contributes a significant percentage of eligible earnings.
Capital Group is committed to diversity and inclusion in the workplace. We adhere to all applicable laws that prohibit discrimination in employment decisions, ensuring a fair and equitable work environment for all individuals.
