Client Portfolio Manager Analyst

CM004 American Century Investment Services, Inc.
Clearview City, KS Full Time
POSTED ON 6/16/2022 CLOSED ON 11/16/2022

What are the responsibilities and job description for the Client Portfolio Manager Analyst position at CM004 American Century Investment Services, Inc.?

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 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. Responsibilities 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. Requirements 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. Additional Requirements: To ensure a safe and welcoming work environment for all employees, clients, and visitors, American Century Investments currently requires all U.S. based new hires to have submitted proof of having received the final dose of an approved COVID-19 vaccine prior to the position start date unless they have obtained a reasonable accommodation. 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. ©2019 American Century Proprietary Holdings, Inc. All rights reserved.

Salary : $2 - $0

VP, Portfolio Fraud Manager
Synchrony -
Kansas, KS
Appl. Portfolio Manager 2
TALENT Software Services -
Overland Park, KS
Client Solutions Business Analyst
KGPCo -
Lenexa, KS

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs with skills like those required for the Client Portfolio Manager Analyst.

Click the checkbox next to the jobs that you are interested in.

  • Investment Analysis Skill

    • Income Estimation: $62,906 - $127,647
    • Income Estimation: $70,379 - $130,131
  • Investment Management Skill

    • Income Estimation: $123,192 - $234,220
    • Income Estimation: $134,438 - $171,584
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at CM004 American Century Investment Services, Inc.

CM004 American Century Investment Services, Inc.
Hired Organization Address Kansas, MO Full Time
Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and bu...
CM004 American Century Investment Services, Inc.
Hired Organization Address Texas, TX Full Time
Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and bu...
CM004 American Century Investment Services, Inc.
Hired Organization Address Kansas, MO Full Time
American Century Investments® is a leading global asset manager focused on delivering investment results and building lo...

Not the job you're looking for? Here are some other Client Portfolio Manager Analyst jobs in the Clearview City, KS area that may be a better fit.

Portfolio Manager

Atlas Real Estate - Kansas City, Kansas, KS

Assistant Portfolio Manager

Atlas Real Estate - Kansas City, Kansas, KS