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Capital Group
Carmel, IN, United States
"I can succeed as a Portfolio Analytics Specialist Consultant at Capital Group." As a Portfolio Analytics Specialist, you will generate templated and custom investment and portfolio analysis to support North American Client Group (NACG) efforts to raise and retain assets. You will be responsible for timely delivery of analysis and communication wi
Job Source: Capital GroupCapital Group
Carmel, IN, United States
"I can succeed as a Portfolio Analytics Specialist Consultant at Capital Group." As a Portfolio Analytics Specialist, you will generate templated and custom investment and portfolio analysis to support North American Client Group (NACG) efforts to raise and retain assets. You will be responsible for timely delivery of analysis and communication wi
Job Source: Capital GroupCapital Group
Indianapolis, IN, United States
"I can succeed as a Portfolio Analytics Specialist Consultant at Capital Group." As a Portfolio Analytics Specialist, you will generate templated and custom investment and portfolio analysis to support North American Client Group (NACG) efforts to raise and retain assets. You will be responsible for timely delivery of analysis and communication wi
Job Source: Capital GroupConcentrix
Indianapolis, IN, United States
Concentrix Analytic Specialist Indianapolis , Indiana Apply Now The Analytic Consultant is responsible for leading account based analytical initiatives. The Analytic Consultant provides detailed analytic insights, marketing strategy recommendations, and innovative solutions to solve business problems within our client engagements. Thi
Job Source: ConcentrixOracle
Indianapolis, IN, United States
Job Description About Oracle NetSuite Founded in 1998, Oracle NetSuite was the first cloud company – ushering in the new era of cloud computing. NetSuite’s mission is to deliver one system, the suite, that gives leaders a complete view into their business. As the leading provider of a full, cloud-based ERP suite, including financials, inventory m
Job Source: OracleSaxon Global
Indianapolis, IN, United States
Remote Google Analytics Specialist Apex Systems is looking for a qualified individual to fill an immediate opening for a Remote Google Analytics Specialist. Please see the job description below for details of the role. Job Duties and Responsibilities: Maintain and ensure proper implementation of cross-platform and cross-device Digital Analytics
Job Source: Saxon GlobalOracle
Indianapolis, IN, United States
Job Description About Oracle NetSuite Founded in 1998, Oracle NetSuite was the first cloud company – ushering in the new era of cloud computing. NetSuite’s mission is to deliver one system, the suite, that gives leaders a complete view into their business. As the leading provider of a full, cloud-based ERP suite, including financials, inventory
Job Source: OracleSMX
Indianapolis
Portfolio Executiveat SMX(View all jobs) (mxtech.com/careers/) United States **Position Summary** Reporting directly to Creoal Executive Management, the Portfolio Executive is first and foremost, a high integrity, transformational and visionary leader, who is responsible for driving significant future growth for Creoal. This leader must possess a k
Job Source: SMXIndianapolis, IN, United States
"I can succeed as a Portfolio Analytics Specialist Consultant at Capital Group."
As a Portfolio Analytics Specialist, you will generate templated and custom investment and portfolio analysis to support North American Client Group (NACG) efforts to raise and retain assets. You will be responsible for timely delivery of analysis and communication with requesting associates to determine appropriate analysis including insights and commentary to prepare and train sales force. You will support maintenance and development associates with report suite and workflows while leveraging PC data to support insight development and business intelligence.
" I am the person Capital Group is looking for."
You will prepare templated reports and custom research on investment products and portfolios
You will prepare proactive custom and supplemental research/analytics to support the business
You will be proactive in your communication to facilitate timely analysis
You will observe portfolio consultations and assist portfolio consulting team by providing supplemental analysis and opportunities
You will serve as a technical expert on PC report suite and associate technology
You will participate and/or lead related projects as directed
You must currently hold the Security Industry Essentials (SIE) to apply
You will need to have or complete the Series 7, and 63/65 or 66
You have a bachelor's degree.
You have the ability to acquire CIMA, CFA, and/or CFP, or similar designations
Deadline to apply: 7/05
San Antonio Base Salary Range: $64,566-$103,306
Indianapolis Base Salary Range: $68,769-$110,030
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.
*Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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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Email Alert for Portfolio Analytics Specialist jobs in Indianapolis, IN, United States
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