Asset Allocation Strategist - Los Angeles, United States - Capital Group

Description

I can succeed as an Asset Allocation Strategist

As an Asset Allocation Strategist, the primary focus will be on the development of an analytical framework for asset allocation for institutional clients with a priority on public pensions

Additionally, you will focus on client engagement and partnership with Senior Pension Solutions Strategist to develop solutions for clients, prospective clients, and gatekeepers

• I can develop an institutional asset allocation framework that can plug into multiple client types with a priority on public pensions
• I can contribute to the formulation of institutional asset allocation and investment beliefs
• I can model prospective clients' portfolios providing insightful analysis which will assist in the development of strategy, helping clients make appropriate and timely investment decisions
• I can develop analysis and reports relating to Pension Solutions and Fixed Income at Capital Group, leveraging appropriate technological solutions and tools
• I can understand the commercial connection with analysis that can first help solve client problems and then demonstrate how Capital Group can be a part of that solution
• I can build custom client ready presentations based on the unique objectives of Public Pensions
• I can work with specialists to prepare asset allocation and portfolio construction analysis
• I can provide analysis within institutional investor timeframes
• I can work closely with Senior Strategists on research projects, including authoring of white papers and other technical content.
• I can collaborate with colleagues in cross-functional teams including sales, portfolio management, marketing, product development, results analysis, legal & compliance, etc.
• I can report to the Head of IS&A (Institutional Strategy & Analytics) while working closely with Head of Pension Solutions and Senior Pension Solutions Strategists

I am the person Capital Group is looking for:

• You have a minimum of 10 years' experience in an analytical role focusing on Asset Allocation, Multi-Asset and/or Fixed Income in the institutional space
• You have strong technical background, including building and evolving quantitative models, coding capability
• You have strong analytical skills with the ability to develop recommendations and support assertions with relevant quantitative and qualitative data
• You demonstrate previous experience with client engagement related to asset allocation
• You have experience and understanding of all asset classes, including equities, fixed income, and alternatives.
• You have experience developing and evolving asset allocation tools to build a best-in-class asset allocation framework to engage Public Pensions.
• You have experience understanding and utilizing proprietary Capital Market Assumptions (CMA's)
• You have a solid foundation of macroeconomic environment and implication of changes
• You have a track record of functioning under tight deadlines
• You have the ability to manage own priorities and collaborate successfully with others as part of a team
• You use initiative, be pro-active and with problem solving abilities
• You easily adapt to changes in the business environment
• You have the ability to quickly learn and adopt new technologies
• You have excellent written and verbal communication skills
• You are proven team player, with ability to engage with Head of Institutional Pensions Solutions and other senior business leaders
• You have technical proficiency in Barra, Bloomberg, Excel, and other commonly used analytical tools
• You have an advanced degree or CFA designation a plus

Registrations

• This role requires the Series 7, Series 63 (or equivalent) and the Series 65 (or equivalent)

Southern California Base Salary Range: $171,968-$292,346

New York Base Salary Range: $182,310-$309,927

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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