Full-Time

Fixed Income Portfolio Strategist

Emerging Markets

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Quantitative Finance
Financial Services

Senior, Expert

London, UK

Category
Asset Management
Finance & Banking
Requirements
  • 5 to 10+ years of experience in the investment management industry, ideally in an investment strategist or portfolio construction role; experience working with fixed-income emerging markets investments will be preferred
  • Bachelor’s degree required
  • In-depth knowledge of portfolio construction, and knowledge of buy-side fixed income portfolio management
  • Intellectual curiosity and analytical skills in areas of high complexity, ambiguity, and diversity
  • Ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives
  • Sound judgment in resolving complex issues in a practical manner
  • Effective and influential written and oral communication skills with a diverse group of associates and senior business leaders.
Responsibilities
  • Drive portfolio strategy management efforts in Capital Fixed Income Investors by contributing to portfolio implementation, strategy development, and contributing to process enhancements.
  • Work with relevant mandate and fund portfolio managers to efficiently deliver our fixed-income investment strategies to clients in a variety of vehicle, overseeing the vehicles and their outcomes
  • Provide top-down sector expertise for other portfolio strategists/investors.
  • Create models, theses, and insights to help shape top-down strategies.
  • Develop and evolve processes for delivering solutions to a wide range of clients.
  • Influence others by demonstrating strong investment ability and communicating and engaging with colleagues.
  • Express perspectives on portfolio and sector risks
  • Independently construct fixed-income portfolios utilizing strong market, sector, and technical skills.
  • Develop portfolios that represent the return and risk profile of related CFII strategies
  • Ensure the timely and accurate execution of investment strategies across investment vehicles.
  • Represent the team by building partnerships, collaborating across business functions and represent team internally and externally; in collaboration across various internal groups including, but not limited to investment support (FIPAG), quantitative teams (RQS and QRA), investment operations, and legal.
  • Generate portfolio construction ideas.
  • Tactically navigate investment guidelines and markets to best represent CFII convictions.
  • Navigate complex portfolio construction needs amidst volatile markets, materials flows, and/or material guideline impacts, and overall portfolio optimization
  • Exercise independent decision-making without clear direction from a reference strategy.
  • Develop and share market views.
  • Help evolve the future of team’s capabilities to meet current and future needs.

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well, backed by thorough research and individual accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has maintained its goal of improving people's lives through successful investing for over 90 years. Their aim is to deliver superior results while ensuring a strong commitment to ethical practices and investor education.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

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Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

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