Full-Time

Fixed Income Portfolio Analysis Analyst

Posted on 10/25/2024

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
Python
Excel/Numbers/Sheets
Requirements
  • You have a bachelor’s degree in a relevant field of study; CFA certification is a plus.
  • You have 4+ years of experience in financial services, knowledge of fixed income instruments and investment vehicles, markets, and the investment process.
  • You have a solid background in portfolio construction, especially in separately managed accounts (SMA), and ideally have experience with Municipal bonds.
  • You’re well-versed in Microsoft Excel and Bloomberg; familiarity with VBA, Aladdin, Perform, and Python is a plus.
  • You demonstrate strong nimble learning abilities and high attention to detail, work well with differing degrees of ambiguity, and are a driven, proactive problem solver.
  • You take the time to create and maintain meaningful relationships. You’re a generous collaborator. You’ve fine-tuned your communication style to influence a variety of personalities.
  • You exercise good judgment and have a process for managing competing priorities and deadlines. You are comfortable when priorities shift, and you manage change with steadfast composure.
Responsibilities
  • actively 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.

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 to launch interval funds in 2025 shows innovation.
  • Recognition as Best Fixed Income Asset Manager boosts reputation in Australia.
  • Expansion in Greater China with Stella Xu's appointment strengthens market presence.

What critics are saying

  • Key personnel departures like Greggory Cowan pose talent retention challenges.
  • Regulatory hurdles may delay the launch of new investment products.
  • Employment scams using Capital Group's name could damage reputation.

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 is recognized for its high-conviction portfolios and rigorous research.

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