Solutions Analyst (Multi Asset)

Capital Group • Los Angeles, CA

2d

About The Position

Capital Solutions Group (CSG) is the investment team responsible for performing research and making investment recommendations in support of Capital Group’s multi-asset portfolio solutions effort. The multi-asset portfolio solutions include but are not limited to: Target Date Solutions, Model Portfolios, and Custom Solutions globally. As a Solutions Analyst, you will join a team of collegial, honest, and intellectually rigorous researchers in Capital’s investment organization.

Requirements

• 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.
• A strong quantitative background is preferred.
• Ability to learn rapidly and adapt to new challenges.

Nice To Haves

• 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.

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.

Benefits

• competitive salary
• bonuses and benefits
• company-funded retirement contribution
• generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• on-demand professional development resources that allow you to hone existing skills and learn new ones
• individual annual performance bonus
• Capital’s annual profitability bonus
• retirement plan where Capital contributes 15% of your eligible earnings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees