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Equity Investment Director/Investment Specialist

Capital Group
Los Angeles, California, US
Full-time

I can succeed as an Equity Investment Director at Capital Group."

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.

As one of our Investment Directors, you'll be a business driver for our equity products, and a representative of the investment group, engaging with external clients as a proxy for our equity portfolio managers and analysts.

  • You'll represent Capital Group at client meetings, new business presentations, speaking events, sales meetings & with the media.
  • You'll partner with our sales teams in delivering investment expertise and equity capital markets perspective to clients as well as key insights into our investment process.
  • You'll be a subject matter expert engaging with institutional clients conducting due diligence on our strategies.
  • You'll excel at producing differentiated insight about portfolios.
  • You're motivated by intellectual curiosity, growing businesses, setting goals, and measuring your performance against them.

You are a well-rounded collaborator with an enquiring mind and work skillfully with senior sales force members to provide opportunity for better investor outcomes.

  • You understand the importance of thoughtful communication.
  • You take the time to create and maintain meaningful relationships.
  • You can readily give examples of areas that you are working to improve. You've listened to feedback throughout your career and seek to continuously improve.

I am the person Capital Group is looking for."

  • You have a proven track of equity investment experience as a buy-side Portfolio Manager, Investment Analyst, Institutional Salesperson, Product Manager, Client Portfolio Manager, Portfolio Specialist, and / or Trader.
  • You have at least 10 years of experience in investment related roles; experience as a CPM a plus.
  • You have deep knowledge of global equity markets, strategies and investment processes including investment research, portfolio management, risk management, and strategy design.
  • You have experience across a range of vehicles : mutual funds, other commingled vehicles, institutional separate accounts, separately managed accounts, and ETFs.
  • You have international / global equity experience.
  • You are a strong collaborator and work effectively as part of a team, sharing knowledge and insights.
  • You have strong presentation skills and know how to tailor your message for different audiences.
  • You have experience in creating effective and concise client materials.
  • You have an undergraduate degree (required) and / or an advanced business degree; CFA a plus.

Southern California Base Salary Range : $295,000-$335,000

New York Base Salary Range : $295,000-$335,000

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.

As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS / HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

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2 days ago
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