Simplify Logo

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

Quantitative Finance
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 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

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

Help us improve and share your feedback! Did you find this helpful?