Results Analyst Senior

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“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 factor in salary and variable 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

"I can succeed as a Results Analyst Senior"

Primary responsibilities/essential functions :

Tactical focus: Works with a variety of internal and external stakeholder groups across multiple teams (e.g., investment group, sales, etc.) to evaluate , construct , and maintain portfolio structures , index and custom benchmark maintenance, calculate and deliver portfolio and manager level investment results, and provide advanced analytics and attribution analyses.

Designs, develops, and interprets analytical/statistical models and forecasts to support investment and sales and marketing activities

Researches , analyzes, and resolves discrepancies impacting results with internal operational teams

Performs results, statistical , and portfolio analysis

Develops and p rovides analysis of portfolio results, including hypothetical/paper portfolio results

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

Creates a narrative out of data , asking the right questions to ensure understanding of underlying needs, and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionable

Manages complex enterprise projects and initiatives and leads in creation of new processes and practices and resolve cross-group business issues with solid understanding of how the projects impact the organization

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

Oversees relationships with outsourc ed providers to ensure agreed-upon SLAs (Service Level Agreements) over busines s- critical systems and applications are adhered to

P roduct owner of C MPS

Performs quality checks and verifies the accuracy of work prepared by other associates

Provides leadership and mentorship

Provides direction to other associates and assists them in completing their assignments

P articipates in the training and development of other associates

Defines and develops quality assurance checks and risk controls; oversees the a ccuracy of work prepared by other associates

Develops policy guidelines and best practices at the functional level , c oordinat ing and implement ing newly developed policies, processes , and procedures

Performs additional responsibilities , as assigned

Domain Knowledge Focus: Serves as a subject matter expert for functional areas of the business and one or more internal and external industry applications to evaluate, construct , and maintain benchmarks and to calculate and provide investment results and anal ytics.

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

Participate in Investment Group Reviews and Portfolio Oversight:

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

Applies critical thinking to anticipate strategic questions that our Investment Group professionals will ask

Applies analytical 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 and in accordance with various compliance standards

Keeps abreast of current and possible 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 p artner and collaborate with investment and distribution associates to evaluate, formulate, and provide investment results and quantitative analytics to internal and external stakeholders.

Performs results, statistical, and portfolio analysis

Works closely with investment and distribution associates to determine 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 achieve target outcomes and customer satisfaction )

Strong business acumen to understand and anticipate 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’s investment vehicles , strategies and investment philosophy 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 able to confidently stand behind analysis when presenting to the Investment Group stakeholders

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 to identify process improvement and lead Continuous Improvement efforts with a focus on scaling ope