Capital Group · 1 day ago
Solutions Analyst (Multi Asset)
New York
Full-time
Onsite
Senior Level
5+ years expCapital Group is a leading investment management firm dedicated to improving people's lives through successful investing. As a Solutions Analyst, you will conduct research and provide analytical support for multi-asset portfolio solutions, collaborating with a team to enhance investment strategies and decision-making processes.
Financial Services
Responsibilities
Work in a team of Analysts, Portfolio Managers, Research Director, and Business Managers to deliver high-impact applied research in support of multi-asset portfolio-solutions platforms
Research, develop, and maintain relevant analytical frameworks and quantitative models
Contribute to and initiate foundational and portfolio-construction research that spans multiple portfolios and geographies, including North America, Europe, and Asia
Conduct in-depth quantitative and fundamental research across asset classes to support asset allocation, portfolio construction, and risk management
Contribute to the research and development of multi-asset solutions, which may include custom model portfolios, target date strategies, and guaranteed income solutions
Provide coverage as required across global public asset classes, including fixed income and/or alternatives (REITs, Commodities, etc)
Assist in the development and implementation of quantitative asset-allocation and risk-modeling frameworks
Contribute to research on portfolio construction, portfolio customization at scale, and innovative asset-allocation techniques that balance quantitative methods with forward-looking fundamental insights
Support adoption of AI to enhance research workflows, improve decision-making efficiency, and explore how AI can be responsibly and effectively applied to investment research, including process improvement, data analysis, and model development
Contribute to research on the impact of regulation on investment behavior and implications for Solutions
Utilize industry publications, industry databases, internal proprietary databases, and additional internal resources as needed to compile research
Leverage and apply domain knowledge to thematic research topics
Identify new areas for research and find creative ways to solve problems as they apply to asset allocation and portfolio construction
Participate in development of proprietary data and technology platform efforts to support and enhance research processes in a collaborative environment
Qualification
Required
You possess 5–15 years of relevant investment experience, with the ability to hit the ground running
You bring a strong background in asset allocation and portfolio construction, combining quantitative modeling and fundamental analysis across multiple asset classes
You have experience conducting research across global capital markets, including public equities, fixed income, and alternative investments
You have familiarity with active and passive investment strategies, as well as public and private assets and their use within multi-asset solutions
You have worked in an institutional environment focused on multi-asset portfolio design, such as an asset manager, pension fund, insurance company, endowment, or investment consultant
You have experience with the asset allocation process and a solid understanding of risk models and portfolio-optimization techniques
You have in-depth, hands-on experience applying time-series analysis, portfolio theory, optimization, Monte Carlo simulation, and statistical modeling to investment problems
You understand and can balance quantitative rigor with forward-looking fundamental perspectives in investment research
You demonstrate the ability to develop investment recommendations and support assertions with relevant quantitative and qualitative data
You are a skilled communicator, able to engage with investment professionals, distill complex concepts into simple language, and deliver insights to diverse groups of associates
You have strong academic credentials with an advanced degree or other qualifications in finance, economics, econometrics, mathematics, or data science
You are proactive and collaborative, with the ability to work cross-functionally and contribute to the design and adoption of new analytical tools
You have a working knowledge, interest, and curiosity in AI, and how it can be thoughtfully and responsibly applied to investment research
Preferred
Experience with insurance-linked products or annuity-based solutions is a strong plus
Knowledge of securitized products (ABS, CMBS), bank loans, REITs, commodities, and derivatives is a plus
Proficiency in Python, R, MATLAB, or similar analytical languages is a plus, as is familiarity with FactSet or Bloomberg
A strong quantitative background is preferred
Ability to learn rapidly and adapt to new challenges
Benefits
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
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
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