Equity Senior Results Analyst - 18 month rotation

Capital Group

4.2

(86)

London, United Kingdom

Why you should apply for a job to Capital Group:

Ranked as one of the Best Finance Companies for Women in 2023

4.2/5 in overall job satisfaction

4.5/5 in supportive management

84% say women are treated fairly and equally to men

91% would recommend this company to other women

87% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

Parental leave, and a Parental transition schedule where parents can work part-time up to six months after bringing home a child.

Flexible schedule can be adjusted to fit personal needs, depending on line of business and role.

2-for-1 matching gifts for charitable contributions, with additional 3-for-1 matching gifts for select organizations.

#JR4843

Position summary

applications, as well as playing a critical role in enterprise-wide initiatives and strategic objectives.

Requirements:

5+ years of experience with portfolio analysis and attribution.
Strong understanding and experience with calculating, validating, and interpreting portfolio investment results, attribution analysis, benchmark analysis and transaction / holdings-based analysis.
Advanced MS Excel skills (e.g. functions, charting, and pivot tables) to draw insights and develop compelling exhibits that effectively support the marketing messages for CG products.
Solid experience with FactSet Portfolio Analysis (PA3). Other results-related systems including B-One / Bloomberg / Rimes / Morningstar Direct / eVestment is an advantage.
Thrive in a fast-paced environment where critical thinking, strong analytical, problem-solving skills and intellectual curiosity are essential for success.
Client focused with excellent stakeholder management skills and enjoying working with a wide range of business groups.
A keen focus on developing best practices, improving efficiency, enhancing capabilities, and mitigating risks.
Experience in a wide range of projects including enterprise-wide initiatives, performance / attribution system enhancement, client onboarding and product launch.

Preferred but not essential:

Good working knowledge of analyzing data via SQL or data visualization tools including Power BI
Demonstrate experience and skills in leading projects and resolving cross-group business issues
Experience in Multi-asset or Fund of Funds products

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 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. 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.