Results Analyst Senior

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.

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.

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.

Primary responsibilities/essential functions:

• Tactical focus: Works with a variety of internal and external stakeholder groups across multiple teams (e.g., investment group, sales, etc.) to evaluate, construct, and maintain portfolio structures, index and custom benchmark maintenance, calculate and deliver portfolio and manager level investment results, and provide advanced analytics and attribution analyses.
• Designs, develops, and interprets analytical/statistical models and forecasts to support investment and sales and marketing activities.
• Researches, analyzes, and resolves discrepancies impacting results with internal operational teams.
• Performs results, statistical, and portfolio analysis.
• Develops and provides analysis of portfolio results, including hypothetical/paper portfolio results.
• Designs and develops forecasting tools and statistical models that directly support the investment and distribution decision-making processes.
• Creates a narrative out of data, asking the right questions to ensure understanding of underlying needs, and supporting visualization in a way that can be communicated effectively with multiple stakeholders and is actionable.
• Manages complex enterprise projects and initiatives and leads in creation of new processes and practices and resolve cross-group business issues with solid understanding of how the projects impact the organization.
• Builds relationships and establishes frequent correspondence with internal departments (e.g., Sales, Marketing, Investment Groups, IT, Investment Operations), balancing stakeholder expectations.
• Oversees relationships with outsourced providers to ensure agreed-upon SLAs (Service Level Agreements) over business-critical systems and applications are adhered to.
• Performs quality checks and verifies the accuracy of work prepared by other associates.
• Provides leadership and mentorship.
• Participates in the training and development of other associates.
• Defines and develops quality assurance checks and risk controls; oversees the accuracy of work prepared by other associates.
• Develops policy guidelines and best practices at the functional level, coordinating and implementing newly developed policies, processes, and procedures.
• Performs additional responsibilities, as assigned.
• Serves as a subject matter expert for functional areas of the business and one or more internal and external industry applications to evaluate, construct, and maintain benchmarks and to calculate and provide investment results and analytics.
• Provide critical support for Institutional Clients that require high-touch, white-glove service from subject matter experts.
• Participate in Investment Group Reviews and Portfolio Oversight: Participates in regular portfolio reviews with the Investment Group - requires the ability to present results and attribution to our Investment Group professionals, with special focus on Attribution.
• Applies critical thinking to anticipate strategic questions that our Investment Group professionals will ask.
• Applies analytical and problem-solving skills to 'deep dive' into questions.