Investment Product Specialist, Equities & Multi-Asset
"I can be myself at work."
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"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 factor in salary and variable 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 Product Specialist at Capital Group"
Overview
The Investment Product Specialist (IPS) team is part of the Asset Class Services (ACS) team within Capital Group's (CG) Europe and Asia business. IPS partners with the team of Investment Directors (ID) to deliver deep expertise on CG's investment strategies both internally and externally. Collectively they are the voice of CG's investment strategies. The IPS and ID teams are two sides of the same coin: the ID is focused on being the external voice; and the IPS is focused on internal partners and stakeholders. The IPS also plays an important role in thinking strategically about the growth and evolution of their product coverage, partnering closely with Client and Marketing teams to unlock additional growth opportunities.
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The individual will play a significant role in representing our range of global Equities & Multi-Asset (EQMA) products and investment teams. The individual will need to be able to quickly develop a deep understanding of Capital Group's EQMA range, investment approach, and an ability to synthesise information to enable CG associates to speak credibly to its strengths. In addition, they will partner with the ID team on strategy positioning and to generate investment insights to drive the business and support client engagement.
Primary Responsibilities
- Partners closely with the EQMA ID and investment teams to support EQMA product coverage. Develops deep expertise in investment ideas, strategy and portfolio positioning, with a strong capability in Multi-Asset product coverage.
- Drives investment content and narrative to support client engagement and the ID team in delivering portfolio and market insights as well as subject matter expertise at client meetings, conferences and other external engagements.
- Partners closely with and provide local support to EQMA IPS lead, to drive broader strategic work as well as deliver high-quality reports for senior management to inform decision-making and enhance business outcomes.
- Develops key messages to position and differentiate Capital Group's EQMA capabilities and solutions, supporting client engagement while tailoring for regional and segment-specific needs as appropriate.
- Engages with sales teams to address client queries promptly, collaborating and coordinating with internal distribution and operations teams to ensure accurate and timely responses.
- Contributes to the analysis of market trends and competitive dynamics to understand investor requirements and how it impacts Capital Group's EQMA offerings.
- Partners with IDs, sales, marketing, and other stakeholders to align on sales strategy, marketing approach, and client requirements.
- Be a strong advocate for Capital Group's equity offerings, shaping overall product strategy, including new product development and rollout initiatives. Assist in driving product business planning and supporting broader strategic initiatives for the asset class.
- Builds collaborative relationships with key internal stakeholders across Europe, Asia, and North America by understanding their priorities and demonstrating the value of partnership to achieve shared goals.
- Contributes to broader thought leadership to drive more proactive external engagement across Europe & Asia Client Group (EACG), maintaining asset class alignment and positioning Capital Group as a trusted partner and industry thought leader.
"I am the person Capital Group is looking for"
- Ideally at least 4 - 7 years within the asset management industry, with exposure to an investment team environment and/or as a markets/product specialist delivering portfolio and investment insights
- You have a robust understanding of equity and fixed income markets and a range of equity & multi-asset strategies.
- You are self-motivated and proactive, and demonstrate strong intellectual curiosity, analytical and problem-solving skills.
- You bring a strong commercial mindset to craft positioning messages tailored to target audiences, with a proven ability to drive impactful results.
- You demonstrate strong communication and stakeholder management skills, to engage with a variety of internal and external audiences
- You are organised and detail-orientated, committed to delivering accurate investment insights and content in a responsive and timely manner
- You are highly collaborative and are comfortable partnering with multiple teams across time zones to deliver outcomes
- You have experience in interacting with and extracting information from markets data tools and platforms, such as Refinitiv or Bloomberg as well as Morningstar
"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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
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.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
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.
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- HSA
- Fitness Subsidies
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- On-site/Nearby Childcare
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Snacks
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- 401(K)
- Pension
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion