Job Title: Fixed Income Portfolio Strategist
Req ID: 50419
Location: LDO
Other location(s): N/A
Relocation benefits offered:
Travel required:
Hiring Manager: Shekhar Karnik
Recruiter: cory granat
"I can take an active role in my career advancement."
You've had ongoing conversations with your manager and you're ready for the next step in your career. Collectively, we're working hard to advance diversity, equity and inclusion in our organization because we know that what makes us different makes us better. Part of this commitment is to empower you to build a successful and prosperous career by focusing on internal opportunities and development.
Fixed Income Global Portfolio Strategist
Role summary: The Fixed Income Global Portfolio Strategist will focus on supporting CG's Vehicle Flexibility initiative and will contribute to the investment process through idea generation for investment grade corporate bond and core strategies. The ideal person will have experience independently replicating FI portfolios as well as strong market, sector, and technical skills. He or she will combine independent thinking with a collaborative instinct and working style. This will include drawing on strong analytical, communication and influencing skills to enhance the overall process and investment dynamic.
Primary responsibilities/essential functions:
- Help drive Capital Fixed Income Investors' portfolio replication initiative by contributing to overall strategy development and implementation for portfolios.
- Work with relevant mandate and Fund PMs to manage replication of FI institutional accounts
- Insure timely and accurate execution of investment strategies across the vehicles
- Leverage knowledge and expertise in collaboration across various internal groups
- Develop and evolve processes for delivering solutions to a wide range of clients
- Generate and implement investment ideas for investment grade corporate bond and core strategies accounts with the goal of contributing to excellent investment results.
- Create models/thesis/insights to help shape top-down strategy and individual portfolio construction
- Develop and regularly share market views
- Influence others by demonstrating strong investment ability and communicating and engaging with colleagues
- Provide intra-day updates on investment grade corporate bond and core strategies to portfolio managers, analysts, and traders.
Skills/Qualifications:
* 10+ years of experience in the investment management industry, ideally in an investment strategist or replication role; will have experience working with fixed-income investments.
* Demonstrates an in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital's investment process.
* Strong academic credentials including an advanced degree in a quantitative field. A CFA is also preferred.
* Demonstrates intellectual curiosity and analytical skills in areas of high complexity, ambiguity and diversity.
* Demonstrates ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.
* Demonstrates sound judgment in resolving complex issues in a practical manner.
* Demonstrates effective and influential written and oral communication skills with a diverse group of associates and senior business leaders.
"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why 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. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.
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. As equal opportunity employers, 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.
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