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.
Summary: 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 Intermediary Consulting and Solutions Group on investment solutions and ideas for driving sales in the Wealth Management, ETF, Retirement, and National Accounts sales teams.
Create portfolio templates and accurately and efficiently apply them to analysis projects. Manage work-flow for investment analysis reports for all 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.
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.
Experience with analytical tools such as Morningstar Direct / Workstation, Morningstar Portal and FI360 preferred.
Proficiency with Microsoft Office.
Advanced Excel and programming experience preferred (Python, VBA)
Proficiency with Salesforce and Tableau programs preferred.
Industry designations preferred/being pursued - CFA candidate, CIMA
Bachelor’s degree in a related field or an equivalent combination of education and work experience.
Two to five years financial industry experience preferred.
6 months + in current position.
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.
©2019 American Century Proprietary Holdings, Inc. All rights reserved.