Investment Product Management Senior Specialist - Municipal Bonds

Date: Nov 17, 2021

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Job Title: Product Specialist Sr- IPM-Municipal Bonds 

Req ID: 43142 

Location: LAO 

Other location(s): Los Angeles (CA) 

Relocation benefits offered: Yes 

Travel required: a. Up to 25% 

Hiring Manager: Kelly Campbell 

Recruiter: Traci Reiter 


“I can take an active role in my career advancement.”


You’ve had ongoing conversations with your manager and you’re ready for the next step in your career. Collectively, we’re working hard to advance diversity, equity and inclusion in our organization because we know that what makes us different makes us better.  Part of this commitment is to empower you to build a successful and prosperous career by focusing on internal opportunities and development.


“I can succeed as the Investment Product Management Senior Specialist – Municipal Bonds at Capital Group.”


The Investment Product Management Senior Specialist-Municipal Bonds demonstrates municipal bond expertise and applies it in support of Capital’s municipal bond products.  Has ownership of a specific set of investment strategies and works independently on standardized/recurring assignments as well as original product and market insights and more complex projects. Plays a key role in developing and delivering product messaging.  Advises internal and external business partners and directly engages with the Investment Directors and Investment Groups to foster understanding of investment strategies and with distribution partners to best articulate positioning within the marketplace.

  • You can develop deep understanding of and acts as lead IPM subject matter expert (SME) for municipal bond investment strategies, in collaboration with Investment Directors (client-facing PMs)
    • You serve as the primary resource to clients and various internal groups (e.g., sales) regarding product and investment strategy inquiries
      • You can regularly engage in client/advisor-facing discussions and presentations, covering their coverage area and/or CG’s broader market outlook
  • You participate in and, at times, leads projects related to product development, product messaging and product growth
  • You can manage product development project responsibilities may include competitive analysis, development of new value propositions, and/or partnering with the Investment Group to help design and articulate a new strategy
  • You can be a part of product messaging project efforts range from researching and recommending a different content framework across CG strategies to crafting large sales campaigns in partnership with sales and marketing associates
  • You will ensure information regarding our investment strategies is accurately represented
  • You can assist with product literature circulations (e.g., print, web) and recommend content changes to writers/content team as needed
  • You help identify product changes and enhancements (as it relates to investment strategy) with marketing and Client Group product teams to ensure relevant materials are updated
  • You assist with periodic review of product information in Request for Proposal responses and various third-party databases; provides net new responses content as needed
  • You perform original research, typically concerning a designated set of strategies, which entails data sourcing, analysis of data, and effective articulation of insights and conclusions
  • You will be responsible for written insights /reports for both internal and external audiences
  • You can utilize industry publications, industry databases (e.g., Morningstar Direct, Bloomberg, Aladdin), internal proprietary databases and additional internal resources as needed



“I am the person Capital Group is looking for.”



  • You may have a suggested minimum 5 years of experience in municipal bond investment-related roles
  • You may have a suggested minimum 7 years of work experience, financial services sector preferred
  • You demonstrate in-depth knowledge of investment strategies, sales and marketing approach, and services offered and is able to apply it to work assignments. 
  • You exhibit knowledge in industry practices and trends and demonstrates ability to apply this knowledge to help promote and defend CG investment services.
  • You demonstrate effective written and oral communication skills, including the ability to adapt messaging to various audiences, including senior business leaders and clients
  • You have the ability to develop both product and project plans with little direction and to execute in a collaborative manner with attention to detail
  • You have strong analytical skills with the ability to develop recommendations and support assertions with relevant quantitative and qualitative data
  • You demonstrate initiative by identifying issues and recommending solutions
  • You demonstrate ability to collaborate and work effectively as part of a team
  • You demonstrate intellectual curiosity and strong analytical skills
  • Bachelor’s degree required; MBA or CFA charter, a plus
  • Occasional travel may be required
  •  FINRA licenses (SIE, 7, 66) or be able to obtain them



“I can apply in less than 4 minutes.”


You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.


“I can learn more about Capital Group.” 


At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.


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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