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

Fintech
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 based on thorough research. This approach is supported by a team of over 8,000 associates who work across various global offices. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment decisions. The main goal of Capital Group is to enhance the financial well-being of its clients by providing successful investment strategies.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Capital Group's new interval funds with KKR could attract private market investors.
  • Winning the Best Fixed Income Asset Manager award boosts Capital Group's reputation.
  • Expansion in Greater China under Stella Xu may increase regional asset management opportunities.

What critics are saying

  • Employee poaching by competitors could weaken Capital Group's talent pool.
  • Regulatory challenges may delay the launch of new funds with KKR.
  • Employment scams using Capital Group's name could damage trust with stakeholders.

What makes Capital Group unique

  • Capital Group's partnership with KKR introduces innovative public-private investment solutions.
  • The firm has a 90-year history of delivering superior long-term investment results.
  • Capital Group's global presence spans Europe, Asia, Australia, and the Americas.

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