CPM Analyst
Tower One, United States
American Century Investments
Learn how you can plan, invest and manage your investments for all of your financial goals with American Century Investments.About Us
American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.
Role Summary
The CPM Analyst will assist Client Portfolio Managers (CPMs) by providing analytical support and interpretation of investment results to be used by the CPMs, as well as additional tasks related to client support. Along with the CPMs, key internal relationships will be with portfolio managers, sales and distribution team members, and product management/marketing. A deep understanding of asset management and an ability to form positive working relationships with teams and business partners.
This hybrid position will be based out of our Kansas City, MO office.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
How You Will Make an Impact
- Develop and demonstrate an in-depth understanding of the investment strategies led within the discipline(s); Craft analysis and interpret results to communicate investment rationale, explain performance and provide market perspective.
- Build relationships with business partners across many departments including: investment management, distribution, investment solutions, and operations.
- Analyze and interpret data about investment strategies relative to significant benchmarks, competitors and economic conditions for internal and external audiences.
- Participate in the design, content, and updates of investment presentations and materials.
- Assist in the accumulation or retention of assets by building investment reviews and assisting in the preparation of presentations used for clients or prospects in one-on-one committee, group and large audience settings. Liaison for CPMs with the Presentation team.
- Perform in-depth quality control review of data and content for relevance and consistency.
- Support the CPMs by collaborating on assignments to prove financial market theories or market cycles. Analyze financial and economic data.
- You will respond to requests for data, research and analysis from the sales channels as it relates to significant investment strategies. Conduct ad hoc duties related to the subject area or the investment management department.
- Respond to RFPs pertaining to the investment field and the positioning of investment products in the marketplace.
- Stay current with analytical risk tools, industry events/developments and industry literature. Evaluate research provided by outside entities.
- See opportunities for operational improvement to build efficiencies and improve production output.
What You Bring to the Team (Required)
- Bachelor’s degree in business or finance or an equivalent combination of education and experience; CFA preferred.
- Minimum of three years of investment or finance experience preferred.
- Strong data manipulation and technical skills. Strong analytical reasoning, critical thinking, and quantitative proficiency; Sound working knowledge of statistics and mathematics.
- Proficiency with Microsoft applications, particularly Excel.
- Experience with vendor applications and analytical tools preferred, e.g. Bloomberg, FactSet, eVestment Alliance, or Morningstar.
- Experience with data visualization, data structure, and/or analytical tools preferred, e.g. Tableau, Python, Seismic, VBA.
- Coordination skills with shown eye for attention to detail and accuracy.
- Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.
What We Offer
- Competitive compensation package with bonus plan
- Generous PTO and competitive benefits
- 401k with 5% company match plus annual performance-based discretionary contribution
- Tuition reimbursement, formal mentorship program, live and online learning
Learn more about our benefits and perks.
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.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable.
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.
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American Century Proprietary Holdings, Inc. All rights reserved.
* Salary range is an estimate based on our AI, ML, Data Science Salary Index 💰
Tags: Data visualization Excel Finance Mathematics Python Research Statistics Tableau
Perks/benefits: 401(k) matching Career development Competitive pay Salary bonus Team events
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