Results Analyst Senior

• Tactical focus:Works with a variety ofinternal and externalstakeholder groups across multiple teams (e.g., investment group, sales, etc.)toevaluate,construct, andmaintain portfoliostructures,index and custom benchmark maintenance,calculate and deliver portfolio and manager levelinvestment results,andprovide advanced analytics and attribution analyses.  

• Designs,develops, and interprets analytical/statistical models and forecaststo supportinvestment andsales and marketing activities 

• Researches, analyzes, and resolves discrepanciesimpacting results with internal operational teams 

• Performs results, statistical, and portfolio analysis 

• Develops andprovides analysis of portfolio results, including hypothetical/paper portfolio results 

• Designs and develops forecasting tools and statistical models that directly support the investment and distribution decision-making processes 

• Creates a narrative out of data, askingthe right questions to ensure understanding of underlying needs,andsupporting visualization in a way thatcan be communicated effectively with multiple stakeholders andis actionable 

• Manages complexenterpriseprojectsand initiatives and leads in creation of new processes and practices and resolve cross-group business issues with solid understanding of how the projectsimpact the organization  

• Builds relationships andestablishes frequent correspondence with internal departments(e.g., Sales, Marketing, Investment Groups, IT, Investment Operations), balancing stakeholder expectations  

• Oversees relationships with outsourced providers to ensure agreed-upon SLAs (Service Level Agreements) over business-critical systems and applications are adhered to  

• Product ownerofCMPS 

• Performsquality checks and verifies the accuracy of work prepared by other associates 

• Provides leadershipandmentorship  

• Provides direction to other associates andassists them in completing their assignments 

• Participates in the training and development of other associates 

• Defines anddevelopsquality assurance checks and risk controls; oversees theaccuracy of work prepared by other associates 

• Develops policy guidelines and best practices at the functional level, coordinating and implementing newly developed policies, processes, and procedures  

• Performsadditional responsibilities, as assigned 

• Domain Knowledge Focus:Serves as a subject matter expert for functional areas of the business and one or more internal and externalindustry applicationstoevaluate, construct, andmaintain benchmarks and to calculate andprovide investment results and analytics. 

• Provide critical support for Institutional Clients that require high-touch, white-glove service from subject matter experts 

• Participate inInvestment Group Reviews and Portfolio Oversight:  

• Participates inregular portfolio reviews with theInvestment Group – requires the ability to present results and attribution to our Investment Group professionals, with special focus on Attribution 

• Appliescritical thinking toanticipate strategic questions that our Investment Group professionals will ask  

• Appliesanalytical and problem-solving skills to “deep dive” into questions 

• Researches current and historical portfolios using advanced attribution analysis, investment style analysis and other techniques, as necessary 

• Serves as a subject matter expert for one or more internal and external industry applications 

• Leads application evaluation, requirements, and acceptance criteria 

• Keeps abreast of applicable compliance rules and regulations, ensures that controls are in place and data is reported accurately andin accordance with various compliance standards 

• Keeps abreast of current andpossible future internal and external trends, industry best practices,technology, and potential impact on established procedures 

• Consultative / Business Acumen Focus:Serves as a subject matter expert to partner and collaborate withinvestment and distributionassociates to evaluate, formulate, andprovideinvestment results and quantitative analytics to internal and external stakeholders. 

• Performs results, statistical, and portfolio analysis 

• Works closely with investment and distribution associates todetermine analytical requirements 

• Provides investment results and quantitative analytics internally and externally 

• Delivers and communicates investment results and analytics to internal departments and external entities 

• Answers questions and acts as a point of contact internally and externally for complex issues 
   

“I am the person Capital Group is looking for.”

• Self-driven (e.g., independently manage workload and achieve target outcomes; proactively overcomes obstacles to achievetarget outcomes and customer satisfaction) 

• Strong business acumen to understand andanticipate business needs/requirements/questions,apply knowledge of investment markets (and explain‘the why’ behind the results they present 

• Demonstrates and applies an in-depth knowledge of Capital’sinvestment vehicles,strategies andinvestmentphilosophy and approach  

• Demonstrates expert knowledge of industry applications  

• Demonstrates an in-depth knowledge of key performance measurement, risk and attribution concepts and ability to apply it to work assignments 

• Develops strong business relationships and trust with internal and external stakeholders through consistent,accurate, and reliable  

• Excellent written and verbal communications skills with a focus on being abletoconfidently stand behind analysis when presenting to the Investment Groupstakeholders 

• Strong collaboration skills,working within and across teams and stakeholder groups to communicate investment results and resolve issues 

• Demonstrates intellectual curiosity and analytical skills in areas of high complexity  

• Demonstrates ability to lead and manage projects across multiple teams or groups 

• Ability to work in ambiguous situations, create clarity, and drive towards effective outcomes 

• Ability toidentify process improvement and leadContinuous Improvement efforts with a focus on scaling operations 

• Demonstratesexpert knowledge with data visualizationtools;SQL, Alteryx, TOAD, Excel, Python plus 

• Strong project management skills; PMP or ScrumMaster a plus in some results areas  

• CFA certification.CIPM certificationsand/orMBA a plus 

• Contribute to department-wide initiatives thatfacilitate Investment Operation’s Mission and Vision: Scale Operations, Innovate,Operate Smartly, and Focus on Talent 

• Train and onboard new associates on the team on Capital Knowledge, performance measurement and attribution concepts