I can succeed as a Portfolio Analytics Specialist Consultant at Capital Group.
Want to apply Read all the information about this position below, then hit the apply button.
As a Portfolio Analytics Specialist, you will generate templated and custom investment and portfolio analysis to support North American Client Group (NACG) efforts to raise and retain assets.
You will be responsible for timely delivery of analysis and communication with requesting associates to determine appropriate analysis including insights and commentary to prepare and train the sales force.
You will support maintenance and development associates with report suite and workflows while leveraging PC data to support insight development and business intelligence.
I am the person Capital Group is looking for.
Responsibilities :
- Prepare templated reports and custom research on investment products and portfolios.
- Prepare proactive custom and supplemental research / analytics to support the business.
- Be proactive in your communication to facilitate timely analysis.
- Observe portfolio consultations and assist the portfolio consulting team by providing supplemental analysis and opportunities.
- Serve as a technical expert on PC report suite and associate technology.
- Participate and / or lead related projects as directed.
Minimum Requirements :
- Must currently hold the Security Industry Essentials (SIE) to apply.
- Need to have or complete the Series 7, and 63 / 65 or 66.
- Bachelor's degree.
- Ability to acquire CIMA, CFA, and / or CFP, or similar designations.
Deadline to apply : 7 / 05
San Antonio Base Salary Range : $64,566-$103,306
Indianapolis Base Salary Range : $68,769-$110,030
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you will also 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.
Temporary positions in Canada and 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.
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.
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Portfolio Analytics Specialist
As a Portfolio Analytics Specialist, you will generate templated and custom investment and portfolio analysis to support North American Client Group (NACG) efforts to raise and retain assets. I can succeed as a Portfolio Analytics Specialist Consultant at Capital Group. Observe portfolio consultatio...
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