Full-Time

Fixed Income Portfolio Analysis Analyst

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

Compensation Overview

$104k - $166.4kAnnually

+ Annual Performance Bonus + Profitability Bonus

Mid

Culver City, CA, USA

Category
Asset Management
Finance & Banking
Required Skills
Bloomberg
Python
Fixed Income Securities
VBA
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in a relevant field of study
  • 4+ years of experience in financial services
  • Knowledge of fixed income instruments and investment vehicles
  • Well-versed in Microsoft Excel and Bloomberg
  • Familiarity with VBA, Aladdin, and Python is a plus
  • Strong nimble learning abilities
  • High attention to detail
  • Ability to work well with differing degrees of ambiguity
  • Driven, proactive problem solver
  • Ability to create and maintain meaningful relationships
  • Generous collaborator
  • Fine-tuned communication style to influence a variety of personalities
  • Good judgment and process for managing competing priorities and deadlines
  • Comfortable when priorities shift and manage change with steadfast composure
Responsibilities
  • Monitor portfolio risk metrics by producing reports and analyzing model scenarios
  • Generate orders to express investment conviction
  • Perform pre-trade portfolio analysis
  • Partner closely with investment professionals and traders to monitor real-time fixed income market activity
  • Work closely with Portfolio Managers, Traders, Research Analysts, and Investment Operations teams to support new fixed income strategies and relationships
Desired Qualifications
  • CFA certification is a plus
  • Fixed Income ETF experience a plus
  • Familiarity with VBA, Aladdin, and Python is a plus

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 analysis. This approach allows them to make informed investment decisions and hold themselves accountable for the results. 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 personal accountability among its associates. The company's goal is to enhance the financial well-being of its clients through successful investing.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR introduces innovative hybrid investment solutions.
  • Expansion in Greater China strengthens Capital Group's Asian market presence.
  • Entry into cryptocurrency with Metaplanet stake shows adaptability to new markets.

What critics are saying

  • Employment scams could harm Capital Group's reputation and trust.
  • Regulatory approval delays may impact new fund launches with KKR.
  • Cryptocurrency market volatility poses financial risks for Capital Group.

What makes Capital Group unique

  • Capital Group's 90-year history showcases its long-term investment expertise.
  • The firm manages over $2 trillion, indicating significant market influence.
  • Capital Group's global presence spans Europe, Asia, Australia, and the Americas.

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Benefits

401(k) Retirement Plan

Performance Bonus