Office of the CIO Analyst

American Century Companies   •  

Kansas City, MO

Industry: Finance & Insurance

  •  

5 - 7 years

Posted 52 days ago

OUR FIRM


American Century Investments® is a leading global asset manager with over 60 years of experience helping investors achieve their financial goals. Serving a broad client base including financial advisors, institutions and individual investors, we offer a wide range of investment strategies across a variety of investment disciplines.

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.

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.

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—or more than $1.5 billion since 2000—to the Stowers Institute for Medical Research, a 550-person, non-profit 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; Sydney; El Segundo, CA (Los Angeles area); and Mountain View, CA (Silicon Valley). For more information, please visit americancentury.com.

The Office of the CIO (OCIO) works directly with the firm's CIO in setting and leading the department's key strategic, business, leadership, and technology initiatives. The OCIO assists the Investment Department in its ongoing objective to deliver investment excellence to our clients through capabilities they prefer, ensure processes, technology and communication adapt to changes in the market and firm, and translates the office's key activities and objectives into those that deliver value.

The primary responsibility of this role is to run day-to-day initiatives of the OCIO, maintain or manage various database and data management tools, advance the use of data and technology, and lead key projects within the OCIO. Management of key internal relationships, including discipline CIOs, portfolio managers and analysts, sales and distribution team members, product management/marketing, legal, operations, and compliance, is required.


MAJOR RESPONSIBILITIES

  • Daily responsibilities include maintaining data integrity as databases or information derived from them are to be utilized for presentations, marketing tools and other sales materials. This position is expected to research and resolve anomalies to ensure the accuracy of the data for key tools and providing support for client inquiries.
  • Serve as a business analytics leader and help move the department toward a data-driven culture; possess a wide and deep understanding of ACI data and develop new tools to build efficiencies and improve reporting within the Office.
  • Handle and maintain necessary reporting to support the department and business, including but not limited to IOC, BOD, GIPS, SecureTrack, TARM, etc.
  • Serve as an Investment Management liaison as it relates to governance, oversight and reporting initiatives and committees, including portfolio data governance, product data governance, GIPS, etc. Negotiate, collaborate and build trust with business partners to develop positive relationships.
  • Monitor and maintain content management for the internal website (Connect) and SharePoint site(s).
  • Key point of contact for the Biography database – dashboard utilized by sales and RFP writers to represent key information about the investment management teams.
  • Assist with Global Investment Performance Standards Committee meetings and action items as a result of that committee and related projects/issues.
  • Provide the new account setup metrics required from Investment Management for new accounts.
  • Liaison with the Presentation team for materials provided by Investment Management.
  • Conduct ad hoc data-related projects, research and analysis within various investment disciplines.
  • Assist the SVP, Head of OCIO with business management aspects of the department.
  • Find opportunities to improve production output.
  • Stay current with portfolio and risk analysis tools, industry events/developments and industry literature.

REQUIREMENTS


  • Bachelor's degree in business, finance or an equivalent combination of education and experience; CFA or enrollment in CFA Program preferred
  • Minimum of five years of investment or finance experience.
  • Excellent communications skills and the ability to work individuals at all levels in an organization
  • Team-based, collaborative orientation with strong work ethic and ability to inspire innovation.
  • Experience with vendor applications and analytical tools preferred, i.e. FactSet, BlackRock Aladdin, Morningstar Direct, Tableau, eVestment Alliance, Barra, etc.
  • Advance proficiency with Microsoft applications, particularly Excel
  • Strong data manipulation and technical skills
  • Strong analytical reasoning, critical thinking, and quantitative aptitude.
  • Sound working knowledge of statistics and mathematics.

EOE Policy Statement: 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.