Solutions Analyst – Capital Markets Assumptions - CSG
Capital Group · New York, United States +1 · 1d ago
“I can be myself at work.”
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
“I can succeed as a Solutions Analyst at Capital Group”
Capital Solutions Group (CSG) is the investment team responsible for performing research and making investment recommendations in support of Capital Group’s multi-asset portfolio solutions effort. The multi-asset portfolio solutions include but are not limited to: Target Date Solutions, Model Portfolios, and Custom Solutions globally.
As a Solutions Analyst - Capital Markets Assumptions (CMA), you will join a team of collegial, intellectually rigorous researchers within Capital’s investment organization. You will play a central role in the research, development, and ongoing evolution of Capital Group’s capital markets assumptions across global asset classes.
The role combines quantitative research, fundamental investment judgment, and collaboration with investment professionals across Capital Group. You will help translate Capital’s deep investment research capabilities into forward-looking assumptions that inform asset allocation, portfolio construction, risk analysis, and multi-asset solutions.
“As a Solutions Analyst, you will contribute to the team in the following ways”
· Research, develop, and maintain Capital Group’s long-term capital markets assumptions across global asset classes, including public equities, fixed income, currencies, and alternative investments.
· Develop forward-looking estimates of expected returns, risk, correlations, and other capital-market inputs used in strategic asset allocation, portfolio construction, and multi-asset research.
· Combine quantitative techniques with fundamental and forward-looking investment insights to develop robust and explainable capital markets assumptions.
· Conduct research on the economic and market drivers of asset-class returns, including valuations, income, growth, inflation, interest rates, credit conditions, currencies, and risk premia.
· Perform research and develop recommendations for capital markets assumptions for consideration by relevant investment oversight and governance committees.
· Conduct deep-dive and thematic research on topics that may affect long-term capital-market outcomes, including structural changes in markets, macroeconomic regimes, valuation relationships, and evolving asset classes.
· Research capital markets across multiple geographies and currencies and evaluate the implications of currency exposure and hedging for global investors.
· Develop and maintain proprietary analytical models, datasets, and research frameworks supporting the CMA process, including tools used for estimation, scenario analysis, simulation, and sensitivity analysis.
· Evaluate existing methodologies and identify opportunities to improve the robustness, consistency, and investment relevance of Capital Group’s CMA framework.
· Partner with Capital Group investment professionals and internal subject-matter experts to incorporate relevant bottom-up and fundamental perspectives into the CMA research process.
· Communicate the methodology, assumptions, sensitivities, and investment rationale underlying Capital Group’s capital markets assumptions to Portfolio Managers, analysts, oversight committees, and other internal stakeholders.
· Utilize industry publications, external research, market databases, and Capital Group’s proprietary investment research and data resources.
· Collaborate with technology and data teams to enhance the infrastructure, data, and analytical tools supporting CMA research and production.
· Thoughtfully apply emerging analytical capabilities, including AI, where they can strengthen research workflows, data analysis, model development, or research productivity while maintaining appropriate investment judgment and controls.
· Identify new areas of research and develop creative approaches to complex problems affecting long-term asset-class expectations and multi-asset investing.
“I am the person Capital Group is looking for”
· You have significant relevant investment research experience, including demonstrated experience developing or researching capital markets assumptions, strategic asset allocation, or closely related long-horizon capital-market frameworks. At least 5 years of relevant experience is preferred.
· You have experience researching global capital markets across multiple asset classes and currencies. Experience incorporating alternative or private asset classes into capital markets assumptions is a plus.
· You bring a strong understanding of the fundamental drivers of long-term asset-class returns and are comfortable integrating quantitative analysis with forward-looking investment judgment.
· You have deep analytical and problem-solving skills and hands-on experience with time-series analysis, asset-pricing concepts, econometric models, statistical modeling, simulation, and macroeconomic analysis.
· You understand the relationships among economic growth, inflation, interest rates, valuations, currencies, risk premia, and asset returns and can translate those relationships into practical investment assumptions.
· You have experience developing, testing, documenting, and maintaining quantitative investment models and research frameworks.
· You demonstrate the ability to develop investment recommendations and support conclusions with relevant quantitative and qualitative evidence.
· You can communicate complex analytical concepts clearly to investment professionals and other stakeholders and can explain both the methodology and investment intuition behind your research.
· You are comfortable presenting research and recommendations in rigorous investment-governance settings and responding constructively to challenge and debate.
· You have strong academic credentials, preferably including an advanced degree or equivalent qualifications in finance, economics, econometrics, mathematics, statistics, data science, or a related quantitative field. A PhD in economics, finance, or a related discipline is a plus.
· You have proficiency in Python, R, MATLAB, or similar analytical languages and experience working with investment and economic datasets. Familiarity with Bloomberg, FactSet, or comparable platforms is a plus.
· You are organized, detail-oriented, and committed to producing high-quality research and recommendations on a timely basis.
· You are intellectually curious, proactive, and collaborative, and you work effectively with investment professionals and cross-functional partners.
· You are comfortable challenging established approaches, incorporating diverse perspectives, and adapting your research as markets, data, and analytical techniques evolve.
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.