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Investment Portfolio Analyst
2 months ago
As a Portfolio Analytics Specialist at Capital Group, you will play a crucial role in investment analysis.
Your primary responsibility will be to produce both standardized and tailored investment evaluations to assist the North American Client Group in asset management. You will ensure the prompt delivery of analytical insights and maintain communication with associates to identify the necessary analyses, including detailed insights and commentary to enhance the sales team's effectiveness.
Key Responsibilities:
- Generate standardized reports and bespoke research on investment offerings and portfolios.
- Deliver proactive custom research and analytics to bolster business initiatives.
- Maintain proactive communication to ensure timely analytical outputs.
- Support the portfolio consulting team by observing consultations and providing additional analysis and opportunities.
- Act as a technical authority on the portfolio consulting report suite and associated technologies.
- Engage in or lead relevant projects as assigned.
- Possess the Security Industry Essentials (SIE) certification to be eligible.
- Complete or hold the Series 7, and 63/65 or 66 licenses.
- Hold a bachelor's degree.
- Have the potential to earn CIMA, CFA, and/or CFP or similar credentials.
Compensation and Benefits:
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. Furthermore, Capital contributes 15% of your eligible earnings to a retirement plan.
Equal Opportunity Employer:
Capital Group is committed to equal employment opportunities and adheres to all applicable laws prohibiting discrimination in employment decisions.