Unclassified - Los Angeles, CA
posted 5 months ago
As an Investment Database Management Analyst at Capital Group, you will play a crucial role in providing both quantitative and qualitative data related to the firm, portfolio, and investment products. This data will be utilized by investment consultants and third-party data platforms. Your primary responsibility will be to monitor the integrity of this information, ensuring that any discrepancies are investigated and resolved promptly. You will also be instrumental in driving continuous improvement efforts aimed at optimizing processes, thereby ensuring the accuracy and completeness of the data provided. In addition to these responsibilities, you will serve as a key point of contact for the Institutional Sales and Consultant Relationship Management teams. Your role will extend to supporting the business development process, where your insights and data management skills will be invaluable. This position requires a proactive approach, as you will need to collaborate with various teams while also being able to work independently to meet the demands of the role. Your experience in the asset management or institutional investment consulting industry will be essential, particularly your understanding of global equity and fixed income markets, related instruments, and portfolio statistics. You will leverage your solid background with investment consultant and third-party investment management databases such as eVestment, Mercer, Callan, and Morningstar. Additionally, your familiarity with RFPs, DDQs, marketing materials, and marketing data operations will enhance your effectiveness in this role. Attention to detail is paramount, as you will be responsible for resolving data issues and addressing any missing information to prevent costly mistakes. Your analytical skills will be put to the test as you navigate through complex data sets. Proficiency in Microsoft Excel, including intermediate to advanced functions like macros and formulas, is required to perform your duties effectively. A bachelor's degree in business, finance, or a related field is necessary, and progress or interest in obtaining a CFA designation is considered a plus.