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About the Role
The Product Specialist will support the growth and development of the ETF product platform across asset classes, regions, and channels through product health monitoring, data analysis, research, reporting, and operational support.
Responsibilities
- Support the growth of an expanding ETF platform across new and existing products, regions, and distribution channels.
- Conduct data analysis, business case modeling, competitive research, sales inquiry support, and platform reporting.
- Partner with senior members of the ETF Product team to execute against strategic priorities, including product positioning, product narratives, research agendas, platform management, and partner engagement.
- Develop and enhance reporting, tools, and workflows that improve visibility into product health, market trends, client needs, and business opportunities.
- Identify opportunities and apply automation and AI to improve efficiency, scalability, and repeatability across reporting, research, and team processes.
- Leverage existing data, tools, and resources to help the team operate more effectively and support broader strategic priorities.
- Performs additional responsibilities as assigned.
Requirements
- At least 3 years of experience working with data, analytics, and/or reporting, with a demonstrated ability to translate complex information into actionable business recommendations and product insights.
- Proficiency in data visualization tools and SQL is required.
- Familiarity with financial data platforms such as Morningstar, FactSet, and Bloomberg.
- Proficiency in Microsoft Office (e.g. Excel and PowerPoint), with experience sourcing, analyzing, and presenting data.
- Demonstrated experience and interest in automation and AI, with a mindset toward improving efficiency, scalability, and repeatability across research, reporting, and business processes.
- Strong analytical and problem-solving skills, sound judgment, and attention to detail, with the ability to evaluate product performance, market trends, client needs, and business opportunities.
- Excellent written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across functions and build productive relationships with diverse partner groups throughout the organization.
- Strong organizational skills and ability to manage recurring workflows, reporting deadlines, inbound inquiries, and multiple priorities in a fast-paced environment.
Skills
- Data visualization tools
- SQL
- Automation tools (Python, R, VBA, or similar)
- Financial data platforms (Morningstar, FactSet, and Bloomberg)
- Microsoft Office (Excel and PowerPoint)
- ETFs
- Asset management industry
Location
- Southern California
- New York
Work Type
- Flexible work options
Experience Level
- 3+ years of experience
Education Level
- Bachelor’s degree strongly preferred
Salary/Compensations
- Southern California Base Salary Range: $111,920-$179,072
- New York Base Salary Range: $118,641-$189,826
Benefits
- Generous time-away and health benefits from day one
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for charitable organizations
- On-demand professional development resources
- Competitive salary
- Bonuses
- Company-funded retirement contribution (15% of eligible earnings)
- Individual annual performance bonus
- Capital's annual profitability bonus
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.