Portfolio Solutions Analyst

Posted 17 Hours Ago
Be an Early Applicant
Torre, Sabana Grande
85K-105K Annually
Junior
Financial Services
The Role
The Portfolio Solutions Analyst will assist portfolio managers in active investment strategies, prepare analysis for portfolio rebalances and tax strategies, coordinate with teams to meet reporting requirements, calculate fund performance attribution, and contribute to system enhancements.
Summary Generated by Built In

American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.

We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.

Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.

Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.

For more information, please visit americancentury.com.

Portfolio Solutions: Portfolio Solutions Analyst

The Portfolio Solutions team at American Century Investments is seeking a highly motivated individual to join our team as a Portfolio Solutions Analyst. In this role, you will be responsible for assisting portfolio managers in implementing active investment strategies across various asset classes and vehicles.

Responsibilities include, but are not limited to:

  • Collaborate with portfolio managers to meet or exceed performance mandates while adhering to regulatory and client-specific guidelines.
  • Prepare data and analysis for portfolio rebalances, corporate actions, tax overlay strategies, and other opportunistic events.
  • Coordinate with cross-functional teams to ensure reporting and regulatory requirements are met.
  • Calculate fund performance attribution and analyze portfolio risk.
  • Contribute to investment and system enhancements.
  • Establish strong connections to implement new projects and achieve exceptional investment results.

Qualifications:

  • Bachelor’s degree required. CFA (or working towards CFA) a plus.
  • Ideal candidate will have up to 2 years of experience in investment management or a similar industry. Recent college graduates with relevant skills are encouraged to apply.
  • Series 7 licensed required.
  • Strong mathematical, analytical, and problem-solving skills.
  • Proficiency in programming languages such as Python or R.
  • Excellent communication, relationship-building, and collaborative skills.
  • Knowledge of ETFs and/or SMAs is a plus.
  • Ability to prioritize and adapt in a fast-paced environment.
  • Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
  • Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.

For California based candidates, the salary range for this role is $85K - $105K. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.

Additional Requirements:

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

Top Skills

Python
R
The Company
HQ: Kansas City, MO
1,787 Employees
On-site Workplace
Year Founded: 1958

What We Do

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.

Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.

When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.

Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

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