WayUp
Capital Group, Performance Analyst - Application via WayUp
WayUp, Los Angeles, California, United States, 90079
Results Analyst at Capital Group
Role Overview
As a Results Analyst within the Equity team in Los Angeles, you will be responsible for delivering accurate and timely performance measurement (results) and portfolio analytics for Capital Groups suite of mutual funds and institutional accounts. Your duties include calculating, extracting, and analyzing portfolio results, attribution, and analytics to support investment oversight. You will draw insights, ask pertinent questions to understand data needs, form narratives from data, and communicate findings effectively. Leading complex projects, aligning stakeholders, managing risks, and setting precedents will be key aspects of your role. You will join a team committed to operational and data excellence, continuous improvement, and process optimization. A high service orientation, integrity, and ownership of work are essential qualities. Qualifications Education:
Bachelors degree in business, finance, mathematics, economics, statistics, computer science, MIS, or a related quantitative field. Experience:
3+ years in Equity, preferably with attribution and portfolio analysis, including calculating, validating, and interpreting investment results, attribution, benchmark, and transaction/holdings analysis. Strong communication skills for presenting to Investment Group and stakeholders. Certifications:
Related charter (CIPM, CFA), MBA, or significant relevant experience. Technical Skills:
Proficiency with SQL, data visualization tools (Tableau, Alteryx, Power BI), and MS Excel. Experience with systems like FactSet Portfolio Analysis, Bloomberg, Morningstar Direct, and B-One is a plus. Data Skills:
Data modeling and manipulation, partnering with engineers on technical requirements. Personal Attributes:
Collaboration, critical thinking, problem-solving, curiosity, proactive problem identification, and sound recommendation skills.
Compensation
Base Salary Range: Orange County: $108,756 - $174,010 Los Angeles: $115,254 - $184,406
Additional benefits include performance bonuses, a profitability bonus, and a retirement plan with 15% employer contribution. Temporary positions in Canada and the US are excluded from these plans. Equal Opportunity Statement
Capital Group is an equal opportunity employer, complying with all applicable laws prohibiting discrimination based on race, religion, gender, age, disability, and other protected characteristics. #J-18808-Ljbffr
As a Results Analyst within the Equity team in Los Angeles, you will be responsible for delivering accurate and timely performance measurement (results) and portfolio analytics for Capital Groups suite of mutual funds and institutional accounts. Your duties include calculating, extracting, and analyzing portfolio results, attribution, and analytics to support investment oversight. You will draw insights, ask pertinent questions to understand data needs, form narratives from data, and communicate findings effectively. Leading complex projects, aligning stakeholders, managing risks, and setting precedents will be key aspects of your role. You will join a team committed to operational and data excellence, continuous improvement, and process optimization. A high service orientation, integrity, and ownership of work are essential qualities. Qualifications Education:
Bachelors degree in business, finance, mathematics, economics, statistics, computer science, MIS, or a related quantitative field. Experience:
3+ years in Equity, preferably with attribution and portfolio analysis, including calculating, validating, and interpreting investment results, attribution, benchmark, and transaction/holdings analysis. Strong communication skills for presenting to Investment Group and stakeholders. Certifications:
Related charter (CIPM, CFA), MBA, or significant relevant experience. Technical Skills:
Proficiency with SQL, data visualization tools (Tableau, Alteryx, Power BI), and MS Excel. Experience with systems like FactSet Portfolio Analysis, Bloomberg, Morningstar Direct, and B-One is a plus. Data Skills:
Data modeling and manipulation, partnering with engineers on technical requirements. Personal Attributes:
Collaboration, critical thinking, problem-solving, curiosity, proactive problem identification, and sound recommendation skills.
Compensation
Base Salary Range: Orange County: $108,756 - $174,010 Los Angeles: $115,254 - $184,406
Additional benefits include performance bonuses, a profitability bonus, and a retirement plan with 15% employer contribution. Temporary positions in Canada and the US are excluded from these plans. Equal Opportunity Statement
Capital Group is an equal opportunity employer, complying with all applicable laws prohibiting discrimination based on race, religion, gender, age, disability, and other protected characteristics. #J-18808-Ljbffr