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- Tasks: Shape and deliver innovative equity investment strategies with a focus on quantitative analysis.
- Company: Join Capital Group, a leader in investment excellence and innovation.
- Benefits: Competitive salary, growth opportunities, and a collaborative work environment.
- Why this job: Make a real impact in the finance world while working with cutting-edge investment strategies.
- Qualifications: 5+ years in quantitative roles and a degree in a quantitative field.
- Other info: Dynamic role with opportunities for continuous improvement and collaboration across teams.
The predicted salary is between 36000 - 60000 ÂŁ per year.
At Capital Group, we are committed to delivering investment excellence through innovation and precision. As a Portfolio Strategy Specialist (PSS), you will be at the heart of our Portfolio Strategy Management (PSM) capability—helping to shape and deliver equity investment strategies tailored to our clients’ needs across a wide range of vehicles.
This role is ideal for someone who thrives at the intersection of quantitative analysis, portfolio construction, and strategic execution. You will work closely with equity investment professionals, technologists, and operations teams to ensure our systematic strategies are implemented with accuracy, insight, and scalability.
What You’ll Do- Apply deep knowledge of systematic portfolio construction to support and evolve Capital Group’s Equity PSM strategies.
- Interpret quantitative Equity risk model outputs to make confident, data-driven daily investment recommendations.
- Collaborate with quantitative research and analytics teams to refine and enhance the Equity systematic investment process.
- Independently manage the daily investment process for mature Equity PSM vehicles.
- Deliver high‑quality rebalance recommendations and ensure timely execution.
- Monitor and troubleshoot real‑time production issues, ensuring decisions meet market deadlines.
- Partner with Technology and Quant teams to evolve our decision‑making systems and data environment.
- Identify opportunities for research and process enhancements from day‑to‑day operations.
- Lead change management efforts for new strategies and model updates, ensuring robustness and scalability.
- Understand the objectives of various investment vehicles (SMA, Lux, CIT, SA, ETF, etc.) and how Equity PSM strategies meet those needs.
- Monitor vehicle customisations and ensure alignment with Capital's equity reference strategies over time.
- Lead resolution of issues impacting portfolio construction and represent findings in governance forums.
- Collaborate across Product, Investment Group, and Operations to support new product launches and strategy expansions.
- Represent PSM in client onboarding, RFP/RFI processes, and internal discussions with Legal, Compliance, and Technology.
- Develop new applications of PSM models and processes to support Capital Group’s growth initiatives.
You are passionate about investments, markets, and systematic decision‑making. You have 5+ years of experience in quantitative or analytical roles, ideally with exposure to portfolio construction. You hold a 4‑year degree in a quantitative field (e.g., mathematics, finance, economics). You are skilled in interpreting complex data and making sound judgments. You are curious, analytical, and committed to continuous improvement. You are a strong communicator who can collaborate across diverse teams. You are able to manage multiple priorities and deliver under pressure.
Equity Portfolio Strategy Specialist in London employer: Capital Group
Contact Detail:
Capital Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Portfolio Strategy Specialist in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment and portfolio management space. Use platforms like LinkedIn to connect with people at Capital Group or similar firms. A friendly message can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your quantitative analysis skills. Be ready to discuss how you’ve used data to make investment decisions in the past. We want to see your thought process, so practice articulating your strategies clearly.
✨Tip Number 3
Showcase your passion for investments! During interviews, share your insights on current market trends or recent innovations in portfolio strategy. This will demonstrate your enthusiasm and commitment to the field, making you stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Capital Group. Let’s get you that interview!
We think you need these skills to ace Equity Portfolio Strategy Specialist in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Equity Portfolio Strategy Specialist. Highlight your quantitative skills and any relevant experience in portfolio construction. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investments and how your experience makes you the perfect fit for this role. Don’t forget to mention your collaborative spirit, as teamwork is key for us.
Showcase Your Analytical Skills: In your application, be sure to include examples of how you've used data to make informed decisions. We love candidates who can interpret complex data and turn it into actionable insights, so let that analytical side of you shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Capital Group!
How to prepare for a job interview at Capital Group
✨Know Your Numbers
As an Equity Portfolio Strategy Specialist, you'll need to demonstrate your quantitative skills. Brush up on key metrics and models relevant to portfolio construction. Be ready to discuss how you've applied these in past roles, as this will show your depth of knowledge and practical experience.
✨Showcase Your Collaboration Skills
This role involves working closely with various teams, so highlight your teamwork abilities. Prepare examples of successful collaborations, especially those that led to improved investment strategies or processes. This will illustrate your ability to work across departments effectively.
✨Prepare for Scenario Questions
Expect questions that test your problem-solving skills under pressure. Think of scenarios where you had to make quick decisions based on data analysis. Practising these types of questions will help you articulate your thought process clearly during the interview.
✨Align with Capital Group’s Vision
Familiarise yourself with Capital Group's investment philosophy and recent initiatives. Be prepared to discuss how your skills and experiences align with their goals. Showing that you understand their mission will demonstrate your genuine interest in the role and the company.
