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Investment Information Services Analyst

Learn more about Capital Group
Capital Group

Capital Group

Investment Information Services Analyst

Los Angeles, CA
Full Time
Paid
  • Responsibilities

    LOCATION: LAO, CA

    OTHER LOCATION(S): N/A

    RELOCATION BENEFITS OFFERED: No

    TRAVEL REQUIRED: Up to 25%

    "I CAN BE MYSELF AT WORK."

    You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world everything that makes you unique. We're working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

    We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

    "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 be the equivalent of 15% of your annual 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

    COVID-19 HIRING: OUR RECRUITING AND ONBOARDING ACTIVITIES ARE VIRTUAL DURING THE PANDEMIC AND WE'VE TRANSITIONED TO A WORK-FROM-HOME ENVIRONMENT UNTIL FURTHER NOTICE. WE ARE OFFERING GENEROUS WORK-FROM-HOME BENEFITS TO IMPROVE OUR ASSOCIATE'S ABILITY TO WORK REMOTELY.

    "I CAN SUCCEED AS AN INVESTMENT INFORMATION SERVICES ANALYST AT CAPITAL GROUP."

    As an investment information Services Analyst on the Global Client Services (GCS) team, you will work both independently and as part of Capital Group's Investment Operations organization. You will work with Capital's institutional clients, prospects and intermediaries, and support institutional marketing, sales and distribution teams. You will also serve as a general resource to deliver a superior client experience and enable the distribution of Capital Group's investment services globally.

    You are based in Los Angeles, and will prepare and deliver reporting of key organizational, investment strategy, and portfolio information directly to clients and intermediaries. You will also partner with senior staff on complex projects and data analysis, as well as identify opportunities to streamline processes, and enhance the client experience.

    "I AM THE PERSON CAPITAL GROUP IS LOOKING FOR."

    • You will provide comprehensive investment reporting to Capital Group's institutional clients; including results, portfolio characteristics, portfolio attribution, investment commentary and organizational statistics on a reoccurring basis.
    • You monitor the integrity of information, investigate and resolve discrepancies. Drive continuous improvement efforts to optimize processes and ensure accuracy and completeness of data.
    • You provide data expertise to Client Service, Data Governance, and Sales and Marketing teams, as well as complex client queries on quantitative data.
    • You will support enterprise wide systems initiatives and strategic objectives.
    • You pay strong attention to detail and continuous Improvement

    QUALIFICATIONS:

    • You have 3+ years of relevant experience in the investment industry, financial consulting, with a deep understanding of global equity and fixed income markets, related instruments, and portfolio statistics. Undergraduate degree required. MBA or CFA a plus.
    • You are proficient in Microsoft Suite. Must be able to perform intermediate to advanced Excel functions (e.g. macros, formulas, vlookups), experience with SQL and Coric or equivalent automated reporting tools preferred.
    • You are experience Lean, Six Sigma, Agile or equivalent process improvement and management methodology
    • Database Management creation, implementation and management
    • You are s killed at fostering positive working relationships and ability to collaborate with others deliverables for projects and business analysis, including requirements gathering, documentation, analysis, testing through implementation, and on-going support with business and IT partners
    • You have the a bility to problem solve, balance stakeholder needs, and navigate through ambiguity

    "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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

    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.

    NEAREST MAJOR MARKET: Los Angeles

    JOB SEGMENT: Social Media, Consulting, Database, SQL, Marketing, Technology, Research

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.