Investment Product Analyst/Specialist - Equities & Multi-Asset

About the Role

At Capital Group, we encourage you to bring your authentic self to work in a respectful environment that values your unique talents and diverse perspectives. We believe that fostering a sense of belonging results in a stronger community and improved outcomes. Our core values include Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

We offer a competitive salary package with annual performance reviews, bonuses, and benefits, including a company retirement contribution based on total earnings. From day one, you will enjoy generous time-off policies, comprehensive health benefits, and opportunities for flexible work arrangements. Additional benefits include 2-for-1 matching for charitable donations, annual grants for your chosen nonprofits, and access to professional development resources to advance your skills.

Role Overview

The Investment Product Specialist (IPS) within our Asset Class Services team across Europe and Asia acts as a vital internal partner, complementing the Investment Directors who focus externally. This position requires deep expertise in Capital Group’s global Equities & Multi-Asset (EQMA) offerings. You will represent these products internally, develop insights, and collaborate closely with Investment Directors, Client, Marketing, and Sales teams to grow and evolve our investment product lineup strategically.

Primary Responsibilities

• Partner with EQMA Investment Directors and investment teams to acquire a thorough understanding of investment strategies, especially in Multi-Asset products.
• Create investment narratives and content to aid client engagement and support delivery of portfolio and market insights at meetings and conferences.
• Develop tailored messaging to differentiate Capital Group’s EQMA products based on regional and segment needs.
• Collaborate with sales and internal teams to promptly address client inquiries with accurate and timely responses.
• Analyze market trends and competitor behavior to anticipate investor requirements impacting EQMA products.
• Align with IDs, sales, marketing, and other stakeholders on sales strategies, marketing initiatives, and client demands.
• Champion Capital Group’s equity offerings, assisting in shaping product strategy, planning, new product development, and rollout activities.
• Forge strong relationships across global internal teams to understand their priorities and build productive partnerships.
• Contribute to thought leadership and proactive external engagement in the Europe and Asia regions to position Capital Group as a trusted asset manager.

Candidate Profile

• 3-4 years (for Analyst) or 5-10 years (for Specialist) experience in asset management, with exposure to investment teams or product/market specialist roles providing portfolio insights.
• Strong knowledge of equity, fixed income markets, and a variety of equity and multi-asset investment strategies.
• Self-driven with intellectual curiosity, analytical abilities, and effective problem-solving skills.
• Commercially astute with capability to craft impactful messages targeted at specific audiences.
• Excellent communication and stakeholder management skills for engagement with diverse internal and external groups.
• Highly organised and detail-focused to deliver precise investment insights and content swiftly.
• Comfortable working collaboratively across different teams and time zones to achieve results.
• Experience using financial data platforms such as Refinitiv or Bloomberg to extract market information.

Compensation and Benefits

Beyond an attractive base salary, you will be eligible for individual annual performance bonuses, company-wide profitability bonuses, and a retirement plan with a 15% employer contribution of eligible earnings. Note that temporary roles in the United States do not participate in the mentioned compensation and benefit plans.

Equal Opportunity Employer Statement

Capital Group is committed to equal employment opportunity. We comply with all laws prohibiting discrimination based on race, religion, color, national origin, ancestry, sex (including gender identity), pregnancy-related conditions, age, disability, medical status, genetic information, marital status, sexual orientation, citizenship, HIV/AIDS status, political affiliations, military or veteran status, victimhood of domestic violence or stalking, and any other protected categories by federal, state, or local law.