Role summary: Demonstrates full knowledge in assigned area and is an experienced sole contributor. Provides independent, rigorous analysis to inform portfolio construction decisions and highlight major risk positions within Capital's Fixed Income and multi-asset portfolios. Proactively conducts advanced quantitative and qualitative analyses for portfolios. Represents risk management practices in internal and external meetings. Develops and enhances the framework for risk management monitoring and reporting processes. Proactively thinks outside of the box and identifies new ways to evaluate risk.
Primary responsibilities/essential functions:
- Proactively conducts advanced quantitative and qualitative analyses for portfolios.
- Communicates ideas and recommendations to Portfolio Managers to influence portfolio construction decisions.
- Advises Portfolio Managers on the risk characteristics of their portfolios.
- Proactively conducts portfolio reviews to identify key risks in portfolios.
- Performs quantitative analyses and provides recommendations to help formulate internal portfolio risk guidelines.
- Represents risk management practices in internal and external meetings.
- Presents analytics and findings to the Fixed Income investment group and oversight groups.
- Relays risk management processes and policies to external clients. Educates clients on Capitals' portfolio risk process, taking into account the client's specific needs and concerns.
- Develops and enhances the framework for risk management monitoring and reporting processes. Proactively thinks outside of the box and identifies new ways to evaluate risk.
- Develops risk methodology and scenario analysis capabilities to enhance risk assessment in Fixed Income portfolios.
- Develops top down and bottom up portfolio risk reports to identify and monitor the major risks in portfolios.
- Performs quantitative analyses and provides recommendations to develop system solutions required for client, internal and regulatory risk analysis.
- Performs additional responsibilities as assigned.
Skills/qualifications:
- Demonstrates working knowledge of Excel, Python or R, as well as familiarity with Bloomberg.
- Demonstrates knowledge within High Yield and Investment Grade Corporate
- Demonstrates in-depth knowledge of finance and investment principles, and portfolio construction. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.
- Demonstrates advanced knowledge of risk management, technology skillsets, and technical capabilities.
- Demonstrates intellectual curiosity and analytical skills in areas of high complexity.
- Demonstrates sound judgment in resolving complex matters.
- Demonstrates initiative by identifying issues and recommending solutions on complex and broad matters.
- Demonstrates effective written and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside of the organization.
- Demonstrates ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.
- Demonstrates effectiveness in leading/facilitating with senior business leaders on broad/controversial topics inside and outside the organization.
- New York Base Salary Range: 132,855.00 -212,568.00
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here .
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Southern California Base Salary Range: $125,329-$200,526
New York Base Salary Range: $132,855-$212,568
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here .
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
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Capital Group
retirement plan
July 03, 2023