What exactly is this job? Does it lead to portfolio management?
Hi, I have been exploring roles in the buy side. I kind of wanted to know what the following role is about... This is not a typical equity research nor is it typical FI research, so what exactly is this role about? I am curious because it actually seems interesting and up my alley but I don't know if it would lead to a more senior transparent role in the buy side.
Thanks
The Client Analytics Specialist will play a key role on our Client Analytics team to help deliver analysis and insights for Capital Group’s clients. With a focus on support of our Active Advantage program, he/she will deliver research that is both proactive and in response to internal and external requests. He/she will conduct quantitative and qualitative research and analysis utilizing internal databases, external resources and asset allocation tools.
Responsibilities:
Consults with internal clients to interpret requests, with particular focus on supporting the Active Advantage program.
Conduct quantitative and qualitative research and analysis utilizing internal databases, external resources and asset allocation tools.
Develop original research and thought leadership with guidance for internal and external clients on various investing and product topics such as portfolio construction and asset allocation, pension design, investor behavior, active vs passive investment management and asset manager selection.
Work with other research-oriented teams within the Capital Group on projects that further the company’s products and investments.
Conduct research and analysis for client portfolio analysis requests, insights development, sales force training content, and support of internal initiatives.
Stay up to date on industry trends.
Engages Client Analytics team in review of analysis prior to distribution.
Conducts research to understand the competitive landscape.
Develops and maintains an understanding of products and business areas.
Candidate Description
Qualifications:
2-3 years’ experience, ideally within the asset management industry Demonstrated proficiency with R and/or Matlab Excellent problem solving and research skills; skilled at interpreting results and identifying key issues with an ability to translate technical information into understandable terms Demonstrates a high level of intellectual curiosity and analytical skills in areas of moderate complexity Demonstrates sound judgment in resolving matters of moderate complexity; demonstrates initiative by identifying issues and recommending solutions Effective written and oral communication skills with a diverse group of associates and senior business leaders Demonstrates ability to collaborate and develop/maintain working relationships to enable effective completion of business objectives Business or economics degree, MBA is preferred
Bump
Sounds like a more quantitative take on a standard Client Services role, and probably where many of these roles are headed. Looks like a newer type of role, so I don't think there's a solid answer on what 'exit opps' would be per se; it would depend largely on how much focus you put into different parts of the role. Assuming you frame it well, I'm assuming you could lateral to research if you're interested, or alternatively, head into sales. Highly unlikely that this could lead directly to PM.
Hmm. Thats a bummer... I saw a few PMs that after MBA worked in this role or the same team atleast... co I was kind of hopeful
I could easily be wrong! No harm in applying and asking them in your interview :)
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