Results Analyst Senior
Capital Group · London ·
- Seniority
- Senior
- Employment
- Contract
“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 Results Analyst Senior"
Primary responsibilities/essential functions:
Tactical focus: Works with a variety of internal and external stakeholder groups across multiple teams (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, and provide advanced analytics and attribution analyses.
Designs, develops, and interprets analytical/statistical models and forecasts to support investment and sales and marketing activities
Researches, analyzes, and resolves discrepancies impacting results with internal operational teams
Performs results, statistical, and portfolio analysis
Develops and provides analysis of portfolio results, including hypothetical/paper portfolio results
Designs and develops forecasting tools and statistical models that directly support the investment and distribution decision-making processes
Creates a narrative out of data, asking the right questions to ensure understanding of underlying needs, and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionable
Manages complex enterprise projects and initiatives and leads in creation of new processes and practices and resolve cross-group business issues with solid understanding of how the projects impact the organization
Builds relationships and establishes frequent correspondence with internal departments (e.g., Sales, Marketing, Investment Groups, IT, Investment Operations), balancing stakeholder expectations
Oversees relationships with outsourced providers to ensure agreed-upon SLAs (Service Level Agreements) over business-critical systems and applications are adhered to
Product owner of CMPS
Performs quality checks and verifies the accuracy of work prepared by other associates
Provides leadership and mentorship
Provides direction to other associates and assists them in completing their assignments
Participates in the training and development of other associates
Defines and develops quality assurance checks and risk controls; oversees the accuracy of work prepared by other associates
Develops policy guidelines and best practices at the functional level, coordinating and implementing newly developed policies, processes, and procedures
Performs additional responsibilities, as assigned
Domain Knowledge Focus: Serves as a subject matter expert for functional areas of the business and one or more internal and external industry applications to evaluate, construct, and maintain benchmarks and to calculate and provide investment results and analytics.
Provide critical support for Institutional Clients that require high-touch, white-glove service from subject matter experts
Participate in Investment Group Reviews and Portfolio Oversight:
Participates in regular portfolio reviews with the Investment Group – requires the ability to present results and attribution to our Investment Group professionals, with special focus on Attribution
Applies critical thinking to anticipate strategic questions that our Investment Group professionals will ask
Applies analytical and problem-solving skills to “deep dive” into questions
Researches current and historical portfolios using advanced attribution analysis, investment style analysis and other techniques, as necessary
Serves as a subject matter expert for one or more internal and external industry applications
Leads application evaluation, requirements, and acceptance criteria
Keeps abreast of applicable compliance rules and regulations, ensures that controls are in place and data is reported accurately and in accordance with various compliance standards
Keeps abreast of current and possible future internal and external trends, industry best practices, technology, and potential impact on established procedures
Consultative / Business Acumen Focus: Serves as a subject matter expert to partner and collaborate with investment and distribution associates to evaluate, formulate, and provide investment results and quantitative analytics to internal and external stakeholders.
Performs results, statistical, and portfolio analysis
Works closely with investment and distribution associates to determine analytical requirements
Provides investment results and quantitative analytics internally and externally
Delivers and communicates investment results and analytics to internal departments and external entities
Answers questions and acts as a point of contact internally and externally for complex issues
“I am the person Capital Group is looking for.”
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 (and explain ‘the why’ behind the results they present
Demonstrates and applies an in-depth knowledge of Capital’s investment vehicles, strategies and investment philosophy and approach
Demonstrates expert knowledge of industry applications
Demonstrates an in-depth knowledge of key performance measurement, risk and attribution concepts and ability to apply it to work assignments
Develops strong business relationships and trust with internal and external stakeholders through consistent, accurate, and reliable
Excellent written and verbal communications skills with a focus on being able to confidently stand behind analysis when presenting to the Investment Group stakeholders
Strong collaboration skills, working within and across teams and stakeholder groups to communicate investment results and resolve issues
Demonstrates intellectual curiosity and analytical skills in areas of high complexity
Demonstrates ability to lead and manage projects across multiple teams or groups
Ability to work in ambiguous situations, create clarity, and drive towards effective outcomes
Ability to identify process improvement and lead Continuous Improvement efforts with a focus on scaling operations
Demonstrates expert knowledge with data visualization tools; SQL, Alteryx, TOAD, Excel, Python plus
Strong project management skills; PMP or ScrumMaster a plus in some results areas
CFA certification. CIPM certifications and/or MBA a plus
Contribute to department-wide initiatives that facilitate Investment Operation’s Mission and Vision: Scale Operations, Innovate, Operate Smartly, and Focus on Talent
Train and onboard new associates on the team on Capital Knowledge, performance measurement and attribution concepts
“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.