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- Tasks: Drive investment strategies and enhance portfolio performance through data analysis and collaboration.
- Company: Join a leading investment firm known for its innovative approach and supportive culture.
- Benefits: Competitive salary, performance bonuses, retirement contributions, and professional development opportunities.
- Other info: Collaborative team atmosphere with opportunities for continuous improvement and career advancement.
- Why this job: Make a real impact in the finance world while growing your skills in a dynamic environment.
- Qualifications: 3-5 years in financial services with strong analytical skills and a degree in a quantitative field.
The predicted salary is between 36000 - 60000 £ per year.
The Portfolio Strategy Specialist team achieves our clients\’ investment needs by delivering Capital Group\’s investment strategies in their vehicle of choice. The Portfolio Strategy Specialist demonstrates full knowledge in assigned area and implements the investment convictions of the portfolio managers within the Capital Group replicated vehicle strategy. Reviews quantitative risk measures to align the replicated vehicle to the target fund while limiting tracking error. Executes investment decisions within predefined guidelines established by the vehicle portfolio managers to rebalance the vehicle as needed. \’I can succeed as a Portfolio Strategy Specialist at Capital Group.\’
Vehicle Research, Process Development, and Improvement
- Understand the inner workings of the strategies, the specific environment within which the strategies are implemented, and the core objectives of each of the funds and vehicles.
- Identify and respond to research questions from the daily balance process before and as they arise. Work with the broader PSM team to identify opportunities for continuously improving the strategies.
- Evaluate the construction and performance of the replicated vehicle and ensure the strategies are working as expected. Fix and trouble shoot the strategies as needed.
- Co-lead or own average complexity research items, design and build-out of the PSM capability in service of driving to \’best execution\’ for vehicles.
- Make recommendations for continuous improvement that are in support of Capital\’s PSM program – interactions with IT are regular and continue to provide significant areas for improvement.
Vehicle Alignment and Monitoring Process
- Collaborate with the other members of the team to own and execute the daily process for PSM vehicles.
- Generate the daily recommended trade lists for all relevant vehicles.
- Ensure timely delivery of the decisions, the integrity of the operations, quality control, responsiveness to GIC, and the IS approval process.
- Interpret output, understand differences, identify causes, and explore alternatives, as necessary.
- Work with IT to maintain the model/data environment and support evolution of decision-making support systems and structures.
- Work independently with senior PMs and other parties to resolve the most complex portfolio transition and re-balancing issues.
- Independently complete the most complex re-balancing tasks across different accounts using various tools, models, and portfolio optimization technique.
- Lead weekly vehicle health review process with Vehicle Portfolio Managers, ensure observations follow Strategy Improvement Model process.
- Design, implement, and improve workflows and approaches.
Vehicle Growth
- Partner with Quantitative Research & Analytics /Quantitative Research Technology on new investment strategies research and validation.
- Lead launch of mature vehicles, including timeline of launch and coordination with partner teams.
- Lead PSM capability projects and initiatives.
- Support RFP/RFI feasibility assessments, participate in due diligence meetings alongside Vehicle Portfolio Managers for sophisticated clients.
Qualifications
- You demonstrate a comprehensive understanding of investment products, asset allocation, securities operations, and the servicing requirements of accounts.
- You have passion and experience with investment instruments, markets, and the investment process.
- You have sound judgment in resolving matters of complexity.
- You demonstrate intellectual curiosity, quantitative capability, and excellent analytical and problem- solving skills.
- You take initiative by identifying issues and recommending solutions.
- You have excellent written and oral communication and interpersonal skills as well as the ability to effectively interact with a diverse group of associates including Investment Group, Trading, IT and Global Investment Control.
- You can identify, assess, respond to, and elevate risks and issues.
- You thrive under tight time constraints with multiple priorities.
- You can work independently and as part of a team in a highly collaborative environment.
- You have 3-5 years\’ experience in financial services, preferably in an analytical role.
- 4-year degree is required, ideally in a quantitative field (i.e., mathematics, finance, or economics).
- 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.
Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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Portfolio Strategy Specialist employer: Capital Group
Contact Detail:
Capital Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Strategy Specialist
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, especially those already at Capital Group. A friendly chat can open doors and give you insights that might just set you apart from the crowd.
✨Tip Number 2
Prepare for interviews by diving deep into Capital Group's investment strategies. Show us you understand the core objectives of the funds and vehicles. This will not only impress but also demonstrate your genuine interest in the role.
✨Tip Number 3
Practice your problem-solving skills! Be ready to tackle complex portfolio scenarios during interviews. We love candidates who can think on their feet and come up with innovative solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Portfolio Strategy Specialist
Some tips for your application 🫡
Know Your Stuff: Make sure you really understand the role of a Portfolio Strategy Specialist. Brush up on investment products, asset allocation, and securities operations. This will help you tailor your application to show that you’re the perfect fit for the team.
Show Off Your Skills: Highlight your analytical and problem-solving skills in your written application. Use specific examples from your past experiences to demonstrate how you've tackled complex issues. We love seeing candidates who take initiative!
Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon unless it's relevant. We appreciate straightforward communication, so make sure your passion for investment shines through without any fluff.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Capital Group
✨Know Your Investment Strategies
Before the interview, dive deep into the investment strategies that Capital Group employs. Familiarise yourself with their vehicles and how they align with client needs. This knowledge will not only impress your interviewers but also show that you’re genuinely interested in the role.
✨Quantitative Skills on Display
Brush up on your quantitative skills and be ready to discuss how you've used them in past roles. Prepare examples of how you've evaluated performance metrics or managed risk measures. This will demonstrate your analytical capabilities and problem-solving skills, which are crucial for a Portfolio Strategy Specialist.
✨Collaborative Mindset
Since this role involves working closely with various teams, be prepared to discuss your experience in collaborative environments. Share specific instances where you’ve successfully partnered with others, especially in high-pressure situations. This will highlight your interpersonal skills and ability to thrive in a team setting.
✨Continuous Improvement Focus
Capital Group values innovation and improvement. Think of examples where you’ve identified inefficiencies and implemented solutions. Be ready to discuss how you can contribute to the continuous improvement of their strategies, showcasing your initiative and forward-thinking mindset.