Performance Analyst - Fixed Income
Capital Group
London, GB
4d ago

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world ̶ everything that makes you unique.

We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

I can influence my income.

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.

You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).

I can lead a full life.

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones
  • COVID-19 HIRING : Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice.

    We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.

    I can succeed as a Performance Analyst at Capital Group"

    We are looking for a Performance Analyst to join the Fixed Income Results team on an initial 12-month basis.

    You should have experience calculating and providing investment results and analytics to internal departments, investment professionals and external entities, as well as constructing, evaluating and maintaining benchmarks and indexes.

    You may also present investment results and analyses to internal departments, investment professionals and external entities.

    Role Responsibilities & Functions :

  • Calculates and analyzes fund, account, manager and composite investment results. Validates investment results and fund, account, index, composite and benchmark information in various internal and external systems.
  • Researches and resolves discrepancies with internal operational teams.
  • Prepares and validates attribution analysis. May access, assemble, manipulate and interpret large data sets.
  • 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. Escalates complex issues to senior associates as needed.

  • Maintains and analyzes benchmarks and indexes. Sources, scrubs and updates benchmark data in various systems. May construct, evaluate and maintain custom internal benchmarks.
  • Performs results, statistical and portfolio analysis. Researches current and historical portfolios using attribution analysis, risk metrics, investment style analysis and other techniques as necessary.
  • Works closely with investment and distribution associates to determine analytical requirements. Provides analysis of portfolio results, including hypothetical / paper portfolio results.

    Works with other Results associates to maintain and understand forecasting tools and statistical models. May design and develop forecasting tools and statistical models that directly support the investment and distribution decision-making processes.

  • Serves as a subject matter expert for one or more internal and external industry applications. Participates in application evaluation, requirements and acceptance criteria.
  • Monitors outsourcing providers to ensure agreed-upon SLAs (Service Level Agreements).

  • Leads departmental projects and process improvements.
  • Keeps abreast of applicable compliance rules and regulations, ensures that controls are in place and data is reported accurately and in accordance with various compliance standards.
  • Performs additional responsibilities as assigned.
  • Role Requirements :

  • Strong Factset experience (MARS experience applicable)
  • Substantial Results and Performance Measurement experience
  • Demonstrates and applies an intermediate knowledge of Results Analysis’ policies and procedures.
  • Demonstrates and applies intermediate knowledge of key performance measurement, risk and attribution concepts.
  • Demonstrates and applies an intermediate knowledge of Capital’s funds, mandates, investment process and various functions.
  • Demonstrates intellectual curiosity and strong analytical skills in areas of complexity.
  • Demonstrates the ability to identify, assess, escalate and resolve issues.
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