CPM Data Specialist

Posted 3 Days Ago
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Kansas City, MO
Entry level
Financial Services
The Role
The CPM Data Specialist role involves gaining exposure to the Asset Management industry, supporting Client Portfolio Managers, and analyzing investment results, while developing strong analytical skills and building relationships across teams.
Summary Generated by Built In

Our Firm

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.

Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.

All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.

Client Portfolio Management Analyst Program

This two-year, non-rotational, undergraduate program has been crafted for those eager to gain exposure and experience in the Asset Management industry, who have a passion for quantitative research and client services.

In this role, you will...

Gain a broad understanding of the Investment Management industry and develop a deep knowledge of analytic platforms such as: FactSet, MSCI Barra, MorningstarDirect, Tableau, and Python.

Be empowered to find inefficiencies, challenge the status quo, and bring a collaborative and innovative approach towards problems.

Support Client Portfolio Managers (CPMs) and CPM Analysts by researching and analyzing portfolios and capital markets as well as interpreting investment results. Your contributions may support client inquiries, investment teams, marketing materials, or research papers. Also, as a part of our Global Institutional Sales business, you will also respond to requests for data, research, or analysis from a diverse set of business partners, as well as spending some dedicated time with other Global Institutional – Investment Management (GIIM) teams to increase collaboration.

Develop meaningful working relationships with teams and business partners across the firm.

Requirements:

  • Bachelor’s Degree in Business or Finance or an equivalent combination of education and experience.
  • Passion for investing; interest in or progress towards CFA highly desired.
  • Enthusiastic and curious.
  • Excellent verbal, written and communications skills.
  • Ability to work on assignments independently, using a high level of judgment and initiative in resolving problems and developing recommendations.
  • Strong data manipulation and technical skills along with strong analytical reasoning, critical thinking, and quantitative aptitude.
  • Detail oriented with high degree of accuracy and timely follow through.
  • Proficiency with Microsoft applications, particularly Excel.
  • Experience with data visualization, data structure, and/or analytical tools, e.g. Tableau, Python, VBA desired.

Program Training

Analysts start with a hands-on training program crafted to expose you to all facets of the role, the company and the industry. You will work directly with the CPM team to learn the skills and knowledge needed to make a proven contribution to the team. You will be paired with a mentor to support their career growth during their tenure and will mostly learn through on-the-job experience and mentoring. Analysts may also be matched to a specific investment area over time. In addition, there will be opportunities to spend dedicated time partnering with other GIIM teams.

After Two Years...

The highest performing Analysts who optimally complete the CPM Analyst Program will be well-prepared to pursue next level roles in Asset Management at ACI and in the financial services industry overall.

Additional Requirements

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

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.

#LI-Hybrid

American Century Proprietary Holdings, Inc. All rights reserved.

Top Skills

Factset
Excel
Morningstardirect
Msci Barra
Python
Tableau
VBA
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The Company
HQ: Kansas City, MO
1,787 Employees
On-site Workplace
Year Founded: 1958

What We Do

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.

Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.

When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.

Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

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