Investment Database Management Analyst

Posted 5 Days Ago
Los Angeles, CA
103K-164K Annually
1-3 Years Experience
Fintech • Financial Services
The Role
Provide quantitative and qualitative firm, portfolio, and investment product data to investment consultants and third-party data platforms. Monitor data integrity, resolve discrepancies, and drive continuous improvement efforts. Serve as a point of contact for Institutional Sales and Consultant Relationship Management teams.
Summary Generated by Built In

“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.

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Los Angeles Base Salary Range: $102,722-$164,355

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Top Skills

Excel
The Company
HQ: Los Angeles,, CA
8,820 Employees
On-site Workplace
Year Founded: 1931

What We Do

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors.

Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

*** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity. ***

For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html

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