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CM003 American Century Services, LLC
Kansas, MO | Full Time
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CM003 American Century Services, LLC
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Investment Analysis Specialist
$74k-98k (estimate)
Full Time 1 Day Ago
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CM003 American Century Services, LLC is Hiring an Investment Analysis Specialist Near Kansas, MO

Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines. We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer. For more information, please visit americancentury.com. The primary responsibility of the Investment Analysis Specialist is to create competitive analysis for Intermediary Sales clients and to provide analytical support to Intermediary Sales teams. The specialist works as a consultant within the Global Product & Strategy Group on investment solutions and ideas for driving sales across American Century’s Wealth Management, ETF, Retirement, and National Accounts sales teams. Major Responsibilities: Create portfolio templates and accurately and efficiently apply them to analysis projects. Manage workflow for investment analysis reports for Intermediary Sales Teams. Learn and apply analysis skills via key industry software programs (i.e. Morningstar Direct, fi360, Hidden Levers, RPAG, etc.). Continually apply product and industry knowledge of all investment products, product availability and appropriate share class usage with client requests (i.e. CITs, SMAs, ETFs, mutual funds). Participate in training and assist with value-add projects and task forces. Provide win/loss reports regarding analysis activity including assets acquired, where possible. Required Skills: Highly motivated self-starter with the ability to determine priorities, plan, organize, and follow through on assignments Accuracy and attention to detail a must Ability to work independently and as a member of a team General knowledge of the investment industry and financial markets Excellent grammar, spelling, and proofreading skills Demonstrated written and verbal communication skills required Proficiency with Microsoft Office required Advanced Excel and programming experience preferred (Python, VBA) Proficiency with Salesforce and Tableau programs preferred Experience with analytical tools such as Morningstar Direct / Workstation, Morningstar Portal and FI360 preferred Industry designations preferred/being pursued – CFA candidate, CIMA etc. Required Experience: Bachelor’s degree in a related field or an equivalent combination of education and work experience Two to five years financial industry experience preferred Requirement: Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance. Additional Requirements: Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid ©2019 American Century Proprietary Holdings, Inc. All rights reserved. American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. It's how we manage money and make an impact.

Job Summary

JOB TYPE

Full Time

SALARY

$74k-98k (estimate)

POST DATE

06/07/2024

EXPIRATION DATE

08/06/2024

Show more

CM003 American Century Services, LLC
Full Time
$101k-125k (estimate)
1 Day Ago
CM003 American Century Services, LLC
Full Time
$114k-153k (estimate)
1 Day Ago
CM003 American Century Services, LLC
Full Time
$139k-171k (estimate)
2 Days Ago