Analyst, Fixed Income Portfolio Strategy

2 weeks ago

New York, New York, United States The Capital Group Companies , Inc. Full time
Position Overview:

As a Fixed Income Portfolio Strategy Analyst at The Capital Group Companies, Inc., you will leverage your expertise in the investment management sector to contribute significantly to our fixed income portfolio initiatives.

Key Responsibilities:
  • Utilize your comprehensive knowledge in fixed income markets to implement investment strategies in replicated vehicles, collaborating closely with the Investment Group and Trading teams.
  • Engage in real-time monitoring of fixed income markets and trading activities to ensure optimal portfolio performance.
  • Generate detailed reports and develop spreadsheet models to actively assess portfolios' risk and return metrics, aiding investment professionals in their decision-making processes.
  • Oversee cash flow management within portfolios, communicating essential needs to investment professionals.
  • Collaborate with Portfolio Strategists and Fund Portfolio Managers to construct and replicate portfolios based on communicated investment convictions.
  • Identify and analyze primary and secondary market options for investment transactions, ensuring portfolios remain aligned with predefined targets.
  • Facilitate trading activities among various stakeholders, including Trading, Fixed Income Investment Group, and Global Investment Control.

Issue Resolution:
  • Partner with the Investment Group, Trading, and Global Investment Control to address and resolve outstanding issues effectively.
  • Conduct quality checks and review oversight reports to ensure the accuracy of work produced by colleagues.
  • Manage workflows efficiently, ensuring timely completion of tasks through sound judgment and decision-making.
  • Identify opportunities for process improvements and enhancements, proactively addressing gaps.
  • Serve as a key point of contact for portfolio construction challenges, proposing solutions and collaborating with management for resolution.

Strategic Partnership:
  • Drive portfolio replication initiatives by contributing to the development and implementation of overall strategies.
  • Solicit feedback to enhance the portfolio construction and order management processes, addressing operational challenges proactively.
  • Act as a resource and subject matter expert for cross-functional projects and portfolio construction inquiries.
  • Analyze and propose restructuring options for existing portfolios and new client portfolios, particularly focusing on municipal bond positions.
  • Participate in departmental projects aimed at process engineering and improvement.

Qualifications:
  • 3-8 years of experience in the investment management industry, specifically with fixed-income investments.
  • Strong collaboration skills and a proven ability to work effectively with diverse stakeholders.
  • Demonstrated sound judgment in resolving complex issues practically.
  • Effective written and oral communication skills, with the ability to influence and engage a diverse audience.
  • In-depth knowledge of index or active investment strategy replication and Capital's investment processes.
  • Proven ability to lead and manage projects within a team environment.
  • Intellectual curiosity and strong analytical skills in complex and ambiguous situations.
  • Ability to build and maintain effective working relationships both internally and externally.

Compensation:
The position offers a competitive salary range, along with performance bonuses and a robust retirement plan.

We are committed to being an equal opportunity employer, ensuring compliance with all relevant laws and regulations regarding employment discrimination.

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