Portfolio Consultant
6 days ago
We are seeking a highly skilled Portfolio Consultant to join our Portfolio Consulting and Analytics team at Capital Group. As a key member of our team, you will play a critical role in helping us raise and retain assets for North American Client Group by providing differentiated insights and portfolio analysis to intermediaries.
Key Responsibilities- Consult with intermediaries on portfolio construction and provide expert advice on investment products and portfolio management concepts.
- Prepare analytical reports and insights on investment products and portfolios, leveraging your deep knowledge of American Funds products and services.
- Identify challenges and opportunities, and recommend solutions to drive business growth and client satisfaction.
- Collaborate effectively with a diverse group of associates and clients, and contribute to and/or lead projects to drive business outcomes.
- Develop and maintain strong relationships with intermediaries, and provide exceptional customer service to drive business growth and client satisfaction.
- 3+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts.
- Strong analytical skills and attention to detail in areas of high complexity.
- Ability to interact and collaborate effectively with a diverse group of associates and clients.
- Bachelor's degree required, MBA preferred.
- Advanced accreditation (CIMA, CFA, CFP) preferred.
- Experience contributing to and/or leading projects.
- SIE is required to apply.
- Must obtain Series 7 & 66 during the first 90 days.
In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings. We are an equal opportunity employer, and our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex, 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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