Solutions Analyst – Capital Markets Assumptions - CSG

Capital Group • Los Angeles, CA

1d • Hybrid

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 - Capital Markets Assumptions (CMA), you will join a team of collegial, intellectually rigorous researchers within Capital’s investment organization. You will play a central role in the research, development, and ongoing evolution of Capital Group’s capital markets assumptions across global asset classes.

The role combines quantitative research, fundamental investment judgment, and collaboration with investment professionals across Capital Group. You will help translate Capital’s deep investment research capabilities into forward-looking assumptions that inform asset allocation, portfolio construction, risk analysis, and multi-asset solutions.

Requirements

• Significant relevant investment research experience, including demonstrated experience developing or researching capital markets assumptions, strategic asset allocation, or closely related long-horizon capital-market frameworks.
• Experience researching global capital markets across multiple asset classes and currencies.
• Strong understanding of the fundamental drivers of long-term asset-class returns and comfortable integrating quantitative analysis with forward-looking investment judgment.
• Deep analytical and problem-solving skills and hands-on experience with time-series analysis, asset-pricing concepts, econometric models, statistical modeling, simulation, and macroeconomic analysis.
• Understanding of the relationships among economic growth, inflation, interest rates, valuations, currencies, risk premia, and asset returns and can translate those relationships into practical investment assumptions.
• Experience developing, testing, documenting, and maintaining quantitative investment models and research frameworks.
• Ability to develop investment recommendations and support conclusions with relevant quantitative and qualitative evidence.
• Ability to communicate complex analytical concepts clearly to investment professionals and other stakeholders and can explain both the methodology and investment intuition behind your research.
• Comfortable presenting research and recommendations in rigorous investment-governance settings and responding constructively to challenge and debate.
• Strong academic credentials, preferably including an advanced degree or equivalent qualifications in finance, economics, econometrics, mathematics, statistics, data science, or a related quantitative field.
• Proficiency in Python, R, MATLAB, or similar analytical languages and experience working with investment and economic datasets.
• Organized, detail-oriented, and committed to producing high-quality research and recommendations on a timely basis.
• Intellectually curious, proactive, and collaborative, and you work effectively with investment professionals and cross-functional partners.
• Comfortable challenging established approaches, incorporating diverse perspectives, and adapting your research as markets, data, and analytical techniques evolve.

Nice To Haves

• At least 5 years of relevant experience is preferred.
• Experience incorporating alternative or private asset classes into capital markets assumptions is a plus.
• A PhD in economics, finance, or a related discipline is a plus.
• Familiarity with Bloomberg, FactSet, or comparable platforms is a plus.

Responsibilities

• Research, develop, and maintain Capital Group’s long-term capital markets assumptions across global asset classes, including public equities, fixed income, currencies, and alternative investments.
• Develop forward-looking estimates of expected returns, risk, correlations, and other capital-market inputs used in strategic asset allocation, portfolio construction, and multi-asset research.
• Combine quantitative techniques with fundamental and forward-looking investment insights to develop robust and explainable capital markets assumptions.
• Conduct research on the economic and market drivers of asset-class returns, including valuations, income, growth, inflation, interest rates, credit conditions, currencies, and risk premia.
• Perform research and develop recommendations for capital markets assumptions for consideration by relevant investment oversight and governance committees.
• Conduct deep-dive and thematic research on topics that may affect long-term capital-market outcomes, including structural changes in markets, macroeconomic regimes, valuation relationships, and evolving asset classes.
• Research capital markets across multiple geographies and currencies and evaluate the implications of currency exposure and hedging for global investors.
• Develop and maintain proprietary analytical models, datasets, and research frameworks supporting the CMA process, including tools used for estimation, scenario analysis, simulation, and sensitivity analysis.
• Evaluate existing methodologies and identify opportunities to improve the robustness, consistency, and investment relevance of Capital Group’s CMA framework.
• Partner with Capital Group investment professionals and internal subject-matter experts to incorporate relevant bottom-up and fundamental perspectives into the CMA research process.
• Communicate the methodology, assumptions, sensitivities, and investment rationale underlying Capital Group’s capital markets assumptions to Portfolio Managers, analysts, oversight committees, and other internal stakeholders.
• Utilize industry publications, external research, market databases, and Capital Group’s proprietary investment research and data resources.
• Collaborate with technology and data teams to enhance the infrastructure, data, and analytical tools supporting CMA research and production.
• Thoughtfully apply emerging analytical capabilities, including AI, where they can strengthen research workflows, data analysis, model development, or research productivity while maintaining appropriate investment judgment and controls.
• Identify new areas of research and develop creative approaches to complex problems affecting long-term asset-class expectations and multi-asset investing.

Benefits

• Competitive salary
• Bonuses
• Company-funded retirement contribution
• Generous time-away
• Health benefits from day one
• Flexible work options
• 2-for-1 matching gifts for charitable contributions
• Opportunity to secure annual grants for organizations
• On-demand professional development resources

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level