Investment Specialist (Fixed Income)

Date: Aug 4, 2022

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID: 53401 

Location: Los Angeles

Other location(s): N/A 

 

“I can be myself at work.”

 

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

 

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

 

“I can influence my income.”

 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).

 

“I can lead a full life.”

 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

 

“I can succeed as an Investment Specialist at Capital Group.


As one of our Investment Specialists based in Los Angeles, you’ll engage with external clients as a proxy for our fixed income portfolio managers. You’ll represent Capital Group at speaking events, sales meetings, and point of sale presentations. You’ll serve as the primary contact to clients in delivering investment expertise and capital markets perspective with regard to the fixed income market. You’ll excel at conducting robust quantitative/qualitative research to produce differentiated insight about portfolios. 
 

You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with senior sales force members to provide opportunity for better investor outcomes. You understand the importance of mindful communication when working within an inclusive environment. 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 fixed income investment experience as a buy-side Portfolio Manager, Client Portfolio Manager, Analyst and/or Trader.
  • You have 3+ years of experience as a Client Portfolio Manager in Fixed Income.
  • You have a deep knowledge of the muni bond markets, strategies and investment process components including investment research, portfolio management, risk control, benchmark construction and strategy design
  • You have proven experience in representing investment strategies to clients and prospects including market outlook, portfolio positioning, results, and attribution.
  • You’re well-versed in synthesizing investment information, economic data and markets changes and writing quarterly insights or papers and presenting it in a distilled manner. 
  • You have experience in building effective and concise strategy pitch booklets.
  • You have an undergraduate degree (required) and/or an advanced business degree.
  • You have industry specific certification like the CFA or equivalent (required).
  • You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.).
  • You are an enthusiastic communicator and have significant sales experience in the registered investment advisor space.

 

 

“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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