"I can succeed as a Fixed Income Portfolio Strategy Analyst at Capital Group."
As a Portfolio Analyst, you'll demonstrate full knowledge in assigned area and will be an experienced sole contributor. You'll implement investment convictions in replicated vehicles by partnering with the Investment Group and Trading on day-to-day fixed income market monitoring, portfolio construction and order generation of fixed income portfolios. You'll resolve outstanding issues by partnering with the Investment Group, Trading, Global Investment Control (GIC), and additional business groups. You'll partner with multiple stakeholders to drive Capital Fixed Income Investors' portfolio replication initiatives by contributing to overall strategy development and implementation for portfolios.
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Responsibilities:
Implements investment convictions in replicated vehicles by partnering with the Investment Group and Trading on day-to-day fixed income market monitoring, portfolio construction and order generation of fixed income portfolios. Monitors real-time fixed income markets and trading activity.
- Actively monitors portfolios' risk and return metrics by generating reports and creating spreadsheet models to support investment professional decision making.
- Monitors cash inflows/outflows in portfolios and communicates priority needs to investment professionals.
- Partners closely with Portfolio Strategists and Fund Portfolio Managers on portfolio construction and replication of accounts.
- Constructs portfolios based on investment convictions communicated by investment professionals. Prepares and reviews orders based on analysis of portfolios and sends to investment professionals for review.
- Identifies, prepares, and discusses primary and secondary market options for investment transactions that will keep portfolios within predefined targets via modeling.
- Facilitates order and trading activity between multiple stakeholders, Trading, Fixed Income Investment Group and Global Investment Control.
Resolves outstanding issues by partnering with the Investment Group, Trading, Global Investment Control (GIC), and additional business groups. Performs quality checks and/or reviews oversight reports to verify the accuracy of work prepared by other associates.
- Through good judgment and decision making, manages workflows to ensure tasks are completed in a timely manner.
- Proactively prioritizes and identifies process improvement opportunities, gaps, and control enhancements.
- Serves as an escalation point for portfolio construction issues. Creates proposals for how to address issues and liaises with the management team to achieve resolution.
- Partners with multiple stakeholders to drive Capital Fixed Income Investors' portfolio replication initiative by contributing to overall strategy development and implementation for portfolios.
- Develops and evolves processes for delivering solutions to a wide range of clients.
- Proactively solicits input to improve the portfolio construction and order management process and to resolve operational issues. Foresees issues, raises awareness, and offers resolutions when communicating with stakeholders. the Investment Group and Trading.
- Serves as a resource and/or subject matter expert on matters of complexity for other business units on portfolio construction inquiries or cross-functional projects and initiatives.
- May take the lead, collaborate, or participate in team and departmental projects, including process engineering initiatives.
"I am the person Capital Group is looking for"
- You have a minimum of 4 years' experience in the investment management industry with direct experience working with fixed income investments; experience in municipal bonds will be ideal
- You demonstrate sound judgment in resolving complex issues in a practical manner.
- You have effective and influential written, oral communication, and presentation skills with a diverse group of stakeholders.
- You're proactive. You can anticipate challenges and take initiatives to address them effectively.
- You demonstrate intellectual curiosity and an analytical mindset in areas of high complexity, ambiguity, and diversity.
- You have a project management mindset and can successfully juggle and execute on competing priorities.
- You have strong analytical skills and working knowledge in trade processing and operating systems.
- You enjoy collaborating and developing working relationships inside and outside the organization to enable effective completion of business objectives.
- You have a bachelor's degree in business, finance, economics or related fields.
Southern California Base Salary Range: $148,045-$236,872
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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.