"I can succeed as a Portfolio Analytics Specialist at Capital Group."

As a Portfolio Analytics Specialist, you will work on the Portfolio Consulting and Analytics team to support our North American Client Group's (NACG) efforts to raise and retain assets. You will be responsible for timely delivery of investment and portfolio analytics to serve client needs. You will be responsible for preparing insights and commentary in coordination with the team and sales force. You will provide support to our portfolio consulting process. You will help maintain and develop our analytics report suite and workflows. You will utilize data tools to support insight development and business intelligence. You will have an opportunity to grow your technical and consulting skills.

" I am the person Capital Group is looking for."

• You will prepare reports and custom research on investment products and portfolios
• You will be proactive in your communication to facilitate timely analysis
• You will support portfolio consultations by providing supplemental research and analytics
• You will serve as a technical expert on PC report suite and technology
• You will participate in and/or lead related projects as directed
• You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63/65 or 66
• You have a bachelor's degree.
• You have the ability to acquire CIMA, CFA, and/or CFP, or similar designations

Deadline to apply: 10/11/2023

San Antonio Base Salary Range: $61,492-$98,387

Indianapolis Base Salary Range: $65,495-$104,792

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 .

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.

For more than 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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.