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

Quantitative Finance
Financial Services

Compensation Overview

$108.2k - $173.1kAnnually

+ Annual Performance Bonus + Profitability Bonus

Mid

San Antonio, TX, USA

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.
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 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

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR to launch interval funds shows innovation in investment solutions.
  • Recognition as Best Fixed Income Asset Manager enhances reputation in the Australian market.
  • Strategic appointments in Asia Pacific indicate focus on expanding regional influence.

What critics are saying

  • Regulatory hurdles may delay the launch of new interval funds with KKR.
  • Departure of portfolio manager Donald O'Neal could disrupt investment strategies.

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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