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About the Role
As an Investment Specialist, you will be a business driver for Fixed Income, engaging with external clients as a proxy for our fixed income portfolio managers. You will represent Capital Group at speaking events, sales meetings, and point of sale presentations, serving as the primary contact to clients for investment expertise and capital markets perspective on the fixed income market. You will excel at conducting robust quantitative/qualitative research to produce differentiated insight about portfolios and are motivated by growing businesses, setting goals, and measuring performance. You are a well-rounded collaborator, working skillfully with senior sales force members to provide opportunities for better investor outcomes, understanding the importance of mindful communication in an inclusive environment. You create and maintain meaningful relationships and can readily provide examples of areas for improvement, having listened to feedback throughout your career to continuously improve.
Responsibilities
- Engage with external clients as a proxy for fixed income portfolio managers.
- Represent Capital Group at speaking events, sales meetings, and point of sale presentations.
- Serve as the primary contact to clients, delivering investment expertise and capital markets perspective about the fixed income market.
- Conduct robust quantitative/qualitative research to produce differentiated insight about portfolios.
- Collaborate with senior sales force members to provide opportunities for better investor outcomes.
- Create and maintain meaningful relationships.
- Provide examples of areas for improvement and demonstrate continuous self-improvement.
Requirements
- Proven track record of fixed income investment experience as a buy-side Portfolio Manager, Product Manager, Client Portfolio Manager, Portfolio Specialist, Analyst and/or Trader.
- At least 3 years of experience as a CPM/Product Manager/Portfolio Specialist in Fixed Income.
- Deep knowledge of global bond markets, strategies, and investment processes, including investment research, portfolio management, risk control, benchmark construction, and strategy design.
- Proven experience in building fixed income franchises from idea and implementation stage through ongoing execution with sales teams.
- Experience across vehicles: mutual funds, other commingled vehicles, and institutional separate accounts.
- Well-versed in the distribution structures of institutional and retail channels.
- Experience in building effective and concise strategy pitch books.
- Ability to leverage technologies for custom analysis (Excel, PowerPoint, Bloomberg, Fact set, etc.).
- Enthusiastic communicator with significant sales experience across distribution channels.
Skills
- Fixed income investment experience
- Portfolio management
- Product management
- Client portfolio management
- Portfolio specialization
- Analysis
- Trading
- Global bond markets knowledge
- Investment research
- Risk control
- Benchmark construction
- Strategy design
- Fixed income franchise building
- Sales
- Distribution channel understanding
- Pitch book creation
- Quantitative research
- Qualitative research
- Communication
- Collaboration
- Relationship building
- Technology utilization (Excel, PowerPoint, Bloomberg, Fact set)
Location
- Remote
- Hybrid
Work Type
- Full-time
- Temporary
Experience Level
- 3+ years of experience as a CPM/Product Manager/Portfolio Specialist in Fixed Income
Education Level
- Undergraduate degree
- Advanced business degree
Salary/Compensations
- Competitive salary
- Bonuses
- Individual annual performance bonus
- Capital's annual profitability bonus
Benefits
- Generous time-away
- Health benefits from day one
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Annual grants for charitable organizations
- On-demand professional development resources
- Company-funded retirement contribution (15% of eligible earnings)
- Retirement plan
About the Company
- Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing.
- Our shared values of integrity, client focus, long-term view, diverse perspectives, and community inspire our associates every day.
- A career at Capital Group means having countless opportunities to explore, grow, and succeed.
- We foster a culture designed to celebrate differences, believing that belonging leads to better outcomes and a stronger community.
- We live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
- We have over 9,000 associates in 30+ offices around the world.
Equal Opportunity
- We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.
- Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.