American Century Investments · 3 days ago

CPM Analyst

Kansas City, MO

Full-time

Hybrid

Mid Level

3+ years exp

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Financial Services

Insider Connection @American Century Investments

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Develop and demonstrate an in-depth understanding of the investment strategies led within the discipline(s); Craft analysis and interpret results to communicate investment rationale, explain performance and provide market perspective.

Build relationships with business partners across many departments including: investment management, distribution, investment solutions, and operations.

Analyze and interpret data about investment strategies relative to significant benchmarks, competitors and economic conditions for internal and external audiences.

Participate in the design, content, and updates of investment presentations and materials.

Assist in the accumulation or retention of assets by building investment reviews and assisting in the preparation of presentations used for clients or prospects in one-on-one committee, group and large audience settings. Liaison for CPMs with the Presentation team.

Perform in-depth quality control review of data and content for relevance and consistency.

Support the CPMs by collaborating on assignments to prove financial market theories or market cycles. Analyze financial and economic data.

You will respond to requests for data, research and analysis from the sales channels as it relates to significant investment strategies. Conduct ad hoc duties related to the subject area or the investment management department.

Respond to RFPs pertaining to the investment field and the positioning of investment products in the marketplace.

Stay current with analytical risk tools, industry events/developments and industry literature. Evaluate research provided by outside entities.

See opportunities for operational improvement to build efficiencies and improve production output.

Qualification

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Investment finance experienceData manipulationStatisticsMathematicsMicrosoft ExcelVendor applicationsBloombergFactSetEVestment AllianceMorningstarData visualizationData structureTableauPythonSeismicVBACoordination skillsCompliance cultureProblem-solvingCritical thinkingAttention to detailCollaborativeCuriousAdaptableAccountable

Required

Bachelor’s degree in business or finance or an equivalent combination of education and experience; CFA preferred.

Minimum of three years of investment or finance experience preferred.

Strong data manipulation and technical skills. Strong analytical reasoning, critical thinking, and quantitative proficiency; Sound working knowledge of statistics and mathematics.

Proficiency with Microsoft applications, particularly Excel.

Experience with vendor applications and analytical tools preferred, e.g. Bloomberg, FactSet, eVestment Alliance, or Morningstar.

Experience with data visualization, data structure, and/or analytical tools preferred, e.g. Tableau, Python, Seismic, VBA.

Coordination skills with shown eye for attention to detail and accuracy.

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.