Separately Managed Accounts Analyst

Welcome to Capital Group Companies, one of the world's leading investment management firms. We are currently seeking a highly skilled and motivated Separately Managed Accounts Analyst to join our team. As an SMA Analyst, you will play a critical role in managing and analyzing our clients' separately managed accounts, ensuring that their investments are aligned with their financial objectives. This is an exciting opportunity for someone with a passion for investment research and a strong attention to detail. If you have a proven track record in the investment management industry and possess exceptional analytical skills, we encourage you to apply for this position.

1. Conduct thorough analysis of clients' separately managed accounts to ensure alignment with their financial goals and objectives.
2. Monitor and track the performance of clients' investments and provide regular reports to the investment management team.
3. Collaborate with portfolio managers and other team members to develop and implement investment strategies for clients' accounts.
4. Keep up-to-date with industry trends and market conditions to inform investment decisions.
5. Identify potential risks and propose solutions to mitigate them.
6. Communicate with clients to address any questions or concerns about their accounts.
7. Maintain accurate and organized records of clients' investments and transactions.
8. Provide support to other team members as needed, including assisting with portfolio rebalancing and trade execution.
9. Conduct research and analysis on potential investment opportunities.
10. Ensure compliance with all regulatory and company policies and procedures.
11. Continuously evaluate and improve processes and procedures related to separately managed accounts.
12. Attend meetings and conferences to stay informed on industry developments and networking opportunities.
13. Maintain a high level of professionalism and confidentiality when handling sensitive client information.
14. Collaborate with other departments, such as marketing and client services, to promote the company and its services.
15. Meet deadlines and work efficiently to ensure timely and accurate management of clients' accounts.

According to JobzMall, the average salary range for a Separately Managed Accounts Analyst in Los Angeles, CA, USA is between $62,000 to $104,000 per year. This range can vary depending on factors such as the individual's level of experience, the specific company or organization they work for, and their job responsibilities.

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.