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Type of Role: Investments

Experience Level: Analyst/Associate

Location: New York City, New York

Salary: $150K - $239K

Capital Group is an American financial services company. It ranks among the world’s oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe.

Role Summary: Demonstrates full knowledge in assigned area and is an experienced sole contributor. Partners with the Investment Group and Trading on the support of day-to-day fixed income market monitoring, portfolio construction and order generation of fixed income portfolios. Directly engages and coordinates research and communications with the Investment Group, Trading, Global Investment Control (GIC), and additional business groups to resolve outstanding issues and assist with the facilitation of The Capital System investment process. Partners with multiple stakeholders to drive Capital Fixed Income Investors’ portfolio replication initiative by contributing to overall strategy development and implementation for portfolios.

 

Primary Responsibilities/Essential Functions:

Partners with the Investment Group and Trading on day-to-day fixed income market monitoring, portfolio construction and order generation of fixed income portfolios.

 

  • Monitors real-time fixed income markets and trading activity
  • Actively monitors portfolios’ risk and return metrics by generating reports and creating spreadsheet models to support investment professional decision making.
  • Monitors cash inflows/outflows in portfolios and communicates priority needs to investment professionals.
  • Supports Portfolio Strategists and Fund Portfolio Managers to coordinate, assist, and manage portfolio construction and replication of accounts
  • Constructs portfolios based on investment convictions communicated by investment professionals. Prepares and reviews orders based on analysis of portfolios and sends to investment professionals for review.
  • Identifies, prepares, and discusses primary and secondary market options for investment transactions that will keep portfolios within predefined targets via modeling.
  • Coordinates order and trading activity between multiple stakeholders, Trading, Fixed Income Investment Group and Global Investment Control.
  • Navigates complex portfolio construction needs amidst volatile markets, materials flows, and/or material guideline impacts.
  • Exercises independent decision making without clear direction from a reference strategy.

 

Directly engages and coordinates research and communications with the Investment Group, Trading, Global Investment Control (GIC), and additional business groups to resolve outstanding issues and assist with the facilitation of The Capital System investment process.

  • Performs quality checks and/or reviews oversight reports to verify the accuracy of work prepared by other associates.
  • Through good judgment and decision making, helps manage workflows to ensure tasks are completed in a timely manner.
  • Coordinates the prioritization and identification of process improvement opportunities, gaps, and control enhancements.
  • Serves as an escalation point for portfolio construction issues. Creates proposals for how to address issues and liaises with the management team to achieve resolution.

 

Partners with multiple stakeholders to drive Capital Fixed Income Investors’ portfolio replication initiative by contributing to overall strategy development and implementation for portfolios.

  • Develops and evolves processes for delivering solutions to a wide range of clients.
  • Proactively solicits input to improve the portfolio construction and order management process and to resolve operational issues. Foresees issues, raises awareness, and offers resolutions when communicating with stakeholders. the Investment Group and Trading.
  • Serves as a resource and/or subject matter expert on matters of complexity for other business units on portfolio construction inquiries or cross-functional projects and initiatives.
  • Conducts analysis and proposes options for opportunistic investments
  • May participate in team and departmental projects such as process engineering initiatives.
  • Involves with ETF investment processes outside of the Rates sectors.
  • Interacts with investment sectors covered by other portfolio strategists.

 

Performs additional responsibilities as assigned.

 

Skills/Qualifications:

 

  • 4+ years of experience in the investment management industry with experience working with fixed-income investments.
  • Knowledge of Credit (Investment Grade, High-Yield, Emerging Markets) asset class
  • Demonstrates strong collaboration skills and working style.
  • Demonstrates sound judgment in resolving complex issues in a practical manner. Demonstrates effective and influential written and oral communication skills with a diverse group of stakeholders.
  • Demonstrates ability to lead and manage projects within the team.
  • Demonstrates intellectual curiosity and analytical skills in areas of high complexity, ambiguity, and diversity.
  • Demonstrates ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.

New York Base Salary Range: $149,462-$239,139

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.

 

You can learn more about our compensation and benefits here.

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.