Investment Product Specialist Senior

4 weeks ago


Los Angeles, California, United States Capital Group Full time
Job Summary

The Investment Product Specialist Senior is a key role within Capital Group's Public-Private Solutions team, responsible for supporting the growth and ongoing success of our suite of investment products.

This position requires collaboration across asset classes, investment teams, and sales teams, as well as with Capital Group's Alternatives partners.

The successful candidate will develop market and competitor insights, build product messaging, and equip sales teams with the commentary and analysis needed to engage investors and successfully represent our strategies.

Capital Group's initial Public-Private Solutions are focused on private credit and public fixed income, with plans to expand into other asset classes.

Key Responsibilities
  • Develop a deep understanding of Capital Group's public and private strategies and the underlying markets in collaboration with Investment Directors.
  • Serve as the primary resource to internal groups and clients regarding product and investment strategy inquiries.
  • Build processes that draw on the resources of Capital Group and external Alternatives partner firms.
  • Write commentary and perform analysis to support client inquiries and regular strategy servicing.
  • Own the regular reporting required to support Capital Group's suite of public and private solutions.
  • Conduct periodic reviews of product information in Request for Proposal responses and various third-party databases.
  • Publish insights on market events and competitor updates for internal and external audiences.
  • Perform original research on public and private markets to support messaging and thought leadership.
  • Deliver training on public and private markets as well as Capital Group's offerings to different parts of the organization.
Requirements
  • A minimum of 5 years of experience in private credit, broader alternatives, and/or fixed income investment-related roles.
  • Deep knowledge of investment strategies, sales and marketing approaches, and services offered by buy-side investment managers.
  • Ability to develop both product and project plans with little direction and to execute in a collaborative manner with attention to detail.
  • Strong analytical skills with the ability to develop recommendations and support assertions with relevant quantitative and qualitative data.
  • Initiative and ability to identify issues and recommend solutions.
  • Intellectual curiosity and ability to collaborate as part of a team.
  • Bachelor's degree required; CFA charter a plus.
  • FINRA licenses preferred (SIE, 7, 66) or willing to obtain.
Compensation

Base salary range: $131,596-$210,554 (Southern California) or $139,498-$223,197 (New York).

Eligible for an individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan with a 15% company contribution.



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