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About the Role
As an Investment Specialist at Capital Group, 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.
Responsibilities
- Represent Capital Group at speaking events, sales meetings, and point of sale presentations.
- Serve as the primary contact to clients in delivering investment expertise and capital markets perspective about the fixed income market.
- Conduct robust quantitative/qualitative research to produce differentiated insight about portfolios.
- Collaborate skillfully with senior sales force members to provide opportunity for better investor outcomes.
- Create and maintain meaningful relationships.
- Give examples of areas that you are working to improve.
- Build fixed income franchises from idea and implementation stage through ongoing execution with sales teams.
- Build effective and concise strategy pitch books.
Requirements
- Proven track 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 the global bond markets, strategies and investment processes including investment research, portfolio management, risk control, benchmark construction and strategy design.
- Experience across vehicles: mutual funds, other commingled vehicles, and institutional separate accounts.
- Well-versed in the distribution structures of institutional and retail channels.
- Undergraduate degree (required) and/or an advanced business degree.
- Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Fact set, etc.).
- Enthusiastic communicator with significant sales experience across distribution channels.
Skills
- Fixed income investment experience
- Fixed Income
- Global bond markets
- Investment research
- Portfolio management
- Risk control
- Benchmark construction
- Strategy design
- Building fixed income franchises
- Mutual funds
- Commingled vehicles
- Institutional separate accounts
- Institutional distribution
- Retail distribution
- Strategy pitch books
- Excel
- PowerPoint
- Bloomberg
- Fact set
- Communication
- Sales
Work Type
- Flexible work options
Experience Level
- At least 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
- Capital contributes 15% of your eligible earnings to retirement plan
Benefits
- Generous time-away
- Health benefits from day one
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for organizations
- On-demand professional development resources
- Company-funded retirement contribution
About the Company
- At Capital Group, the success of the people who invest with us depends on the people in whom we invest.
- We offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers.
- Through nine decades, our goal has been to improve people’s lives through successful investing.
- More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
- We live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
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.