Capital Group

Capital Group

Portfolio Strategy Manager (Equities)

Los Angeles · Contract

Sponsorship not specified$279k-$475kDetected 7 days ago
ResearchLeadershipCommunication

About the role

  • "I can be myself at work." You are more than a job title.
  • We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.
  • We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

Responsibilities

  • Exercise independent investment judgment on behalf of vehicle clients to deliver Capital Group's investment convictions across vehicles while minimizing results dispersion or meeting other defined client objectives.
  • Review and approve investment model designs and portfolio construction approaches, taking into account considering CG policy, client restrictions, transparency protection, tax management, liquidity, average daily volume, market conditions, and other vehicle-specific constraints.
  • Work daily with Portfolio Strategy Specialists (PSS) to review model output, approve recommended trades where they align with Investment Group conviction, and manage exceptions when recommended trades are not approved or aligned with conviction.
  • Uphold systematic portfolio construction principles and create, evolve, and maintain consistent decision-making frameworks that support timely and accurate execution of investment strategies across vehicles.
  • Partner with PSS to monitor vehicle portfolios, including excluded assets, cash accounts, regulatory and guideline restrictions, vehicle parameters, and other factors that may create risk or require resolution.
  • Maintain a deep understanding of Portfolio Manager and Analyst convictions and ensure those convictions are appropriately reflected in each portfolio, with discretion to tailor vehicle investment decisions to vehicle requirements and clients' best interests.
  • Lead or support vehicle reviews across PSM investment strategies and help prepare internal partners to represent portfolios and explain the PSM capability at the right level for each audience.
  • This includes demonstrating product expertise and a deep understanding of client needs to ensure that vehicles remain effectively designed to achieve outcomes in a dynamic market.
  • Participate in or lead PSM governance forums, including Portfolio Strategy Investment Committee activity, Results Committee, and product development forums.
  • Apply experience and judgment to collaborate on the development of new investment offerings and expand the uses of systematic portfolio construction, replication, and customization to meet current and future client and business needs.

Nice to have

  • 10+ years' experience in management or leadership capacity in a large, complex, global organization
  • financial services or investment management industry experience, strongly preferred.

Compensation

  • Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
  • $279,410-$474,997 ‎
  • In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
  • You can learn more about our compensation and benefits here.
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

Benefits

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Retain accountability for vehicle health and outcomes, including the monitoring and oversight processes required to assess whether each vehicle is operating within expectations and following PSM policies and processes.

Company info

  • "I can be myself at work."
  • You are more than a job title.
  • We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
  • We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.

Equal opportunity

  • We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.

Visa & Work Authorization

  • itions, 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 statu
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This listing is sourced directly from Capital Group's careers page and normalized into a canonical job model.