Investment Database Management Analyst
Company: Capital Group
Location: Irvine
Posted on: October 4, 2024
Job Description:
"I can succeed as an Investment Database Management Analyst at
Capital Group."As an Investment Database Management Analyst, you
will provide quantitative and qualitative firm, portfolio, and
investment product data to investment consultants and third-party
data platforms. You'll monitor the integrity of information,
investigate, and resolve discrepancies. You will help drive
continuous improvement efforts to optimize processes and ensure
accuracy and completeness of data. You will also be a point of
contact for the Institutional Sales and Consultant Relationship
Management teams and play a role in the business development
process."I am the person Capital Group is looking for."
- You have experience in the asset management or institutional
investment consulting industry, with a deep understanding of global
equity and fixed income markets, related instruments, and portfolio
statistics.
- You have a solid background with investment consultant and
third-party investment management databases (eVestment, Mercer,
Callan, Morningstar, etc.)
- You have experience with RFPs, DDQs, marketing materials,
and/or marketing data operations
- You have experience supporting institutional sales and
marketing and understand the investor marketplace
- You have working knowledge of standard processes, tools, and
deliverables for projects and business analysis, including
requirements gathering, documentation, analysis, testing through
implementation, and on-going support with business and IT
partners.
- Attention to detail has always been your thing. You're highly
observant and analytical and can resolve data issues and missing
information to avoid costly mistakes.
- You are a self-starter and can work independently as well as
collaborate with others
- You're well-versed in Microsoft Excel and can perform
intermediate to advanced functions (e.g. macros & formulas)
- You have a bachelor's degree in business, finance, or related
field.
- Progress/interest towards obtaining a CFA designation a
plus.Orange County Base Salary Range: $95,066-$152,106Los Angeles
Base Salary Range: $102,722-$164,355In 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 .* 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.
Keywords: Capital Group, Coachella , Investment Database Management Analyst, Executive , Irvine, California
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