Full-Time

Portfolio Consultant

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

$108.2k - $173.1kAnnually

+ Annual Performance Bonus + Profitability Bonus

Mid, Senior

San Antonio, TX, USA

Base salary range: $108,182-$173,091.

Category
Asset Management
Finance & Banking
Requirements
  • 3+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts.
  • Bachelor's degree required. MBA Preferred.
  • Advanced accreditation (CIMA, CFA, CFP) preferred.
  • SIE is required to apply.
  • Must obtain Series 7 & 66 during your first 90 days.
  • Analytical skills and attention to detail in areas of high complexity.
Responsibilities
  • Consult with intermediaries on portfolio construction.
  • Prepare analytical reports and insights on investment products and portfolios.
  • Play a critical role in identifying challenges/opportunities and recommending solutions.
  • Interact and collaborate effectively with a diverse group of associates and clients.
  • Experience contributing to and/or leading projects.

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

  • Capital Group's partnership with KKR expands hybrid public-private investment solutions.
  • Recognition as Best Fixed Income Asset Manager boosts Capital Group's industry reputation.
  • Stella Xu's appointment strengthens Capital Group's focus on Greater China.

What critics are saying

  • Employee turnover, like Greggory Cowan's departure, may disrupt client relationships.
  • Employment scams using Capital Group's name could harm its reputation.
  • Interval funds' popularity may pose risks if market conditions change.

What makes Capital Group unique

  • Capital Group has a 90-year history of successful long-term investing.
  • The firm manages over $2 trillion in equity and fixed income assets.
  • Capital Group's global presence includes offices in Europe, Asia, Australia, and the Americas.

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