Portfolio Strategy Analyst

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 to contribute significantly to our investment strategies. Your role will involve collaborating closely with the Investment Group and Trading teams to ensure effective market monitoring, portfolio construction, and order generation for fixed income portfolios.

Key Responsibilities:
  • Demonstrate comprehensive knowledge in your assigned area as a seasoned contributor.
  • Implement investment strategies in replicated vehicles by partnering with various stakeholders.
  • Monitor real-time fixed income markets and trading activities to support decision-making.
  • Generate reports and create models to actively track portfolios' risk and return metrics.
  • Communicate priority needs regarding cash inflows and outflows to investment professionals.
  • Collaborate with Portfolio Strategists and Fund Portfolio Managers on portfolio construction.
  • Prepare and review orders based on thorough analysis of portfolios.
  • Identify and discuss market options for investment transactions to maintain predefined targets.
  • Facilitate trading activities among multiple stakeholders, ensuring smooth operations.

Issue Resolution:
  • Partner with various teams to resolve outstanding issues effectively.
  • Perform quality checks and review oversight reports to ensure accuracy.
  • Manage workflows to complete tasks in a timely manner through sound judgment.
  • Identify opportunities for process improvements and enhancements.
  • Serve as an escalation point for portfolio construction challenges.

Strategic Contributions:
  • Drive portfolio replication initiatives by contributing to strategy development.
  • Solicit feedback to enhance portfolio construction and order management processes.
  • Act as a resource for complex inquiries related to portfolio construction.
  • Conduct analyses for restructuring existing portfolios and potential client portfolios.

Qualifications:
  • 3-8 years of experience in investment management, particularly with fixed-income investments.
  • Strong collaboration skills and effective communication abilities.
  • Proven judgment in resolving complex issues practically.
  • In-depth knowledge of investment strategy replication and Capital's investment process.
  • Ability to lead and manage projects effectively.
  • Intellectual curiosity and analytical skills in complex environments.
  • Proficient in building and maintaining relationships to achieve business objectives.

Compensation:
We offer a competitive salary range and additional performance bonuses, along with a robust retirement plan. We are committed to equal opportunity employment and uphold all relevant laws against discrimination.

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