Portfolio Consultant

1 week ago


San Antonio, Texas, United States Capital Group Full time

Capital Group is seeking a skilled Portfolio Consultant to join their Portfolio Consulting and Analytics team. As a key member of the team, you will play a critical role in helping raise and retain assets for North American Client Group by providing differentiated insights and portfolio analysis to intermediaries. Your expertise will be essential in consulting with intermediaries on portfolio construction, preparing analytical reports and insights on investment products and portfolios, and identifying challenges/opportunities and recommending solutions. You will also be responsible for interacting and collaborating effectively with a diverse group of associates and clients. To be successful in this role, you will need to have 3+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts. You will also need to have a deep knowledge of American Funds products and services, analytical skills, and attention to detail in areas of high complexity. A Bachelor's degree is required, and an MBA or advanced accreditation (CIMA, CFA, CFP) is preferred. You will also need to obtain Series 7 & 66 during your 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 comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment.


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