American Century Investment Services, Inc.
Portfolio Solutions Investment Strategist
American Century Investment Services, Inc., Kansas City, Missouri, United States, 64101
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.
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.
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.
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-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic 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.
For more information, please visit americancentury.com.
Portfolio Strategist
The Portfolio Solutions team at American Century Investments is seeking a Portfolio Strategist responsible for having an in-depth knowledge of the investment philosophy and process across our suite of offerings in the ETF/SMA category and play a lead role with clients and prospects to assist with portfolio analysis and attribution requests.
Responsibilities include, but are not limited to:
Identify and monitor key investment and industry trends, in partnership with investment teams and product teams, and develop investment-led insights and solutions for clients.Partner with sales, relationship managers, and other stakeholders to promote and support business growth.Travel as necessary to meet with clients, prospects, and attend/speak at industry events.Develop tools to support distribution with consistent investment messages. This includes a detailed understanding of current investment landscape, knowledge of portfolio holdings, risk attributes and performance attribution of the strategies.Communicate regularly with the internal investment teams to remain current on investment policy, strategy, process, risk considerations, portfolio characteristics, and results.Identify and monitor key investment and industry trends, in partnership with investment teams and product development, and develop investment-led insights and solutions for clients.Lead/Collaborate on key strategic business initiatives.Qualifications:BA/MA in Finance, Economics, or other related degrees.Certifications including, but not limited to, CFA and CAIA, or equivalent experience.Series 7 licensed required and/or willingness to acquire within 6 months on the job.Portfolio management skills preferredStrong ability to analyze and make informed investment decisions.Excellent verbal, presentation, written, and interpersonal communication skills.Ability to tailor messaging and presentations to various sophistication levels.Entrepreneurial thinking.Highly collaborative, competitive, and innovative.Courageous in providing feedback internally.Strong experience with ETFs/SMAs/UCITS.Strong analytical and problem-solving skills.Familiarity with data automation and AI.Ability to prioritize while being flexible to shift focus as needed.Some travel required.Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
For NY & California based candidates, the salary range for this role is $185K - $215K. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
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.
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.
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.
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-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic 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.
For more information, please visit americancentury.com.
Portfolio Strategist
The Portfolio Solutions team at American Century Investments is seeking a Portfolio Strategist responsible for having an in-depth knowledge of the investment philosophy and process across our suite of offerings in the ETF/SMA category and play a lead role with clients and prospects to assist with portfolio analysis and attribution requests.
Responsibilities include, but are not limited to:
Identify and monitor key investment and industry trends, in partnership with investment teams and product teams, and develop investment-led insights and solutions for clients.Partner with sales, relationship managers, and other stakeholders to promote and support business growth.Travel as necessary to meet with clients, prospects, and attend/speak at industry events.Develop tools to support distribution with consistent investment messages. This includes a detailed understanding of current investment landscape, knowledge of portfolio holdings, risk attributes and performance attribution of the strategies.Communicate regularly with the internal investment teams to remain current on investment policy, strategy, process, risk considerations, portfolio characteristics, and results.Identify and monitor key investment and industry trends, in partnership with investment teams and product development, and develop investment-led insights and solutions for clients.Lead/Collaborate on key strategic business initiatives.Qualifications:BA/MA in Finance, Economics, or other related degrees.Certifications including, but not limited to, CFA and CAIA, or equivalent experience.Series 7 licensed required and/or willingness to acquire within 6 months on the job.Portfolio management skills preferredStrong ability to analyze and make informed investment decisions.Excellent verbal, presentation, written, and interpersonal communication skills.Ability to tailor messaging and presentations to various sophistication levels.Entrepreneurial thinking.Highly collaborative, competitive, and innovative.Courageous in providing feedback internally.Strong experience with ETFs/SMAs/UCITS.Strong analytical and problem-solving skills.Familiarity with data automation and AI.Ability to prioritize while being flexible to shift focus as needed.Some travel required.Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
For NY & California based candidates, the salary range for this role is $185K - $215K. Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
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.