Risk Strategist

Date: Nov 13, 2021

Location: New York, CA, US, 10022

Company: Capital Group

Req ID: 42464 

Location: New York, CA 

Other location(s): New York (NY) 

Relocation benefits offered:  

Travel required:  


“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


COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.


Risk Strategist


Role summary: Demonstrates full knowledge in assigned area and is an experienced sole contributor. The Risk Strategist will work to deliver Fixed Income (FI) strategies in a wide array of vehicles and funds. They will partner with Portfolio Strategists to develop tools that provide portfolio risk insights as well as results interpretation.


Primary responsibilities/essential functions:

  •  Develops risk metrics and tools.
    • Partners with Portfolio Strategists to build out scale in the replication efforts of FI funds.
    • Understands the inner workings of FI strategies, the specific environment within which the strategies are implemented, and the core objectives of each of the funds and vehicles.
    • Develops metrics to monitor the risk positioning of vehicles relative to their reference strategies/funds. Metrics may be both specific to particular investment sectors and/or applicable across all strategies.
    • Programs the tools needed to view these risk metrics in a scalable manner.


  • Conducts risk analysis.
    • Works independently to interpret the results of developed tools/ risk metrics and collaborates with Portfolio Strategists on investment ramifications.
    • Participates in broader research questions, design, and build-out of replication capabilities in service of driving to "best execution" for vehicles.


  • Liaises with related teams.
    • Makes recommendations for continuous improvement that are in support of Capital’s Replication program.
    • Works with IT to maintain the model/data environment and support evolution of decision- making support systems and structures.


  • Performs additional responsibilities as assigned.


  • Demonstrates sound judgment in resolving matters of high complexity.
  • Demonstrates intellectual curiosity and analytical skills in areas of high complexity.
  • Demonstrates initiative by identifying issues and recommending solutions.
  • Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders.
  • Demonstrates ability to prioritize assigned work and complete in a timely manner.
  • Demonstrates ability to collaborate and work effectively as part of a team.
  • Demonstrates the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities.
  • Demonstrates an understanding of fixed income markets and products
  • Demonstrates an in-depth knowledge of computer programming
  • Demonstrates an in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital’s investment process. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.




“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. 

Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

Job Segment: Strategist, Social Media, Strategy, Marketing, Research