Full Job Description
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 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 $1.7 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.
Headquartered in Kansas City, Mo., we also have offices located in New York; London; Hong Kong; Frankfurt; Sydney; Los Angeles; and Mountain View, Calif. (Silicon Valley).
For more information, please visit americancentury.com.
We are looking for a Director of Client Portfolio Construction Analytics to join our Product & Strategy team. You will work on a range of portfolio diagnostics and provide in-depth analysis of models used by financial advisors that are clients or prospects of American Century’s distribution teams. You will partner with sales teams to train on the range of analytical services offered and how to position them as incremental value. Additionally, you will conduct analysis of model portfolios provided for review, and engage with financial advisors to review results of the analytical work performed.
Share expertise of the broad range of services offered (diagnostics and optimizations) and engage regularly with sale teams and their clients / prospects
Collaborate with others to evolve current and develop new portfolio construction capabilities utilizing internal and external tools and datasets
Build and maintain strong working relationships with sales leaders to promote the utilization of our portfolio construction services
Join forces with the Product & Strategy and Investment organizations to incorporate our market views, investment capabilities and products into the portfolio diagnostic work to ensure commercial success for our firm
Partner with Marketing and other content groups to develop and share thought leadership and approaches to help advisors build better portfolios for their investors. Present at industry conferences
Collaborate with IT to achieve high levels of digitization and automation of associated processes
Build and track metrics for senior leadership review
Experience & Education
At least five years + of deep analytical experience, translating market and investment concepts through verbal or written communications
Sound understanding of wealth management channels, how financial advisors manage portfolios for investors and command of capital markets theory
Advanced proficiency with Microsoft applications, with particularly strong Excel skills (e.g. Visual Basic, Macros, API etc.)
Experience with various analytical tools and applications, including Morningstar Direct
Engaging with internal sales teams and clients is highly preferred
MBA or CFA preferred
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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.
American Century Investment Services, Inc., Distributor.
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