Investment Product Specialist, Equities & Multi-asset

Capital Partners Mortgage LLC

Base: competitive; bonus/equity: individual annual...
4-7 years asset management experience
Deep understanding of equity markets
Experience with multi-asset strategies
The role involves partnering with Investment Directors to deliver deep expertise on Capital Group's investment strategies both internally and externally

Job Summary

  • The role involves partnering with Investment Directors to deliver deep expertise on Capital Group's investment strategies both internally and externally.
  • Candidates will drive investment content and narrative to support client engagement while developing key messages to position the firm's capabilities.
  • The company offers a competitive salary, performance bonuses, and a retirement plan where Capital contributes 15% of eligible earnings.

Matching Summary

The role involves partnering with Investment Directors to deliver deep expertise on Capital Group's investment strategies both internally and externally.

Salary

Base: Competitive; Bonus/Equity: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution match

Skills & Requirements

Must-have

  • 4-7 years asset management experience
  • Deep understanding of equity markets
  • Experience with Multi-Asset strategies
  • Proficiency in Refinitiv or Bloomberg
  • Strong stakeholder management skills

Nice-to-have

  • Self-motivated with intellectual curiosity
  • Commercial mindset for messaging
  • Collaborative across time zones
  • Experience with Morningstar data tools
  • Thought leadership capabilities

Key Requirements

  • 4-7 years within asset management industry
  • Robust understanding of equity and fixed income markets
  • Experience interacting with markets data tools like Refinitiv or Bloomberg

Work Rights

Not specified

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