LOCATION: Los angeles, CA

OTHER LOCATION(S): N/A

"I CAN BE MYSELF AT WORK."

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world everything that makes you unique. We're working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

"I CAN INFLUENCE MY INCOME."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).

"I CAN LEAD A FULL LIFE."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

COVID-19 HIRING: OUR RECRUITING AND ONBOARDING ACTIVITIES ARE VIRTUAL DURING THE PANDEMIC AND WE'VE TRANSITIONED TO A WORK-FROM-HOME ENVIRONMENT UNTIL FURTHER NOTICE. WE ARE OFFERING GENEROUS WORK-FROM-HOME BENEFITS TO IMPROVE OUR ASSOCIATE'S ABILITY TO WORK REMOTELY.

ROLE SUMMARY:

Demonstrates full knowledge in assigned area and is an experienced sole contributor. Partners with the Investment Group and Trading on day-to-day fixed income market monitoring, portfolio construction and order generation of fixed income portfolios. Directly engages and coordinates research and communications with the Investment Group, Trading, Global Investment Control (GIC), and additional business groups to resolve outstanding issues and assist with the facilitation of The Capital System investment process. Partners with multiple stakeholders to drive Capital Fixed Income Investors' portfolio replication initiative by contributing to overall strategy development and implementation for portfolios.

IN THIS ROLE YOU WILL:

Partners with the Investment Group and Trading on day-to-day fixed income market monitoring, portfolio construction and order generation of fixed income portfolios.

• Monitors real-time fixed income markets and trading activity.
• Actively monitors portfolios' risk and return metrics by generating reports and creating spreadsheet models to support investment professional decision making.
• Monitors cash inflows/outflows in portfolios and communicates priority needs to investment professionals.
• Works with Portfolio Strategists and Fund Portfolio Managers to coordinate, assist, and manage portfolio construction and replication of accounts.
• Constructs portfolios based on investment convictions communicated by investment professionals. Prepares and reviews orders based on analysis of portfolios and sends to investment professionals for review.
• Identifies, prepares, and discusses primary and secondary market options for investment transactions that will keep portfolios within predefined targets via modeling.
• Coordinates order and trading activity between multiple stakeholders, Trading, Fixed Income Investment Group and Global Investment Control.

Directly engages and coordinates research and communications with the Investment Group, Trading, Global Investment Control (GIC), and additional business groups to resolve outstanding issues and assist with the facilitation of The Capital System investment process.

• Performs quality checks and/or reviews oversight reports to verify the accuracy of work prepared by other associates.
• Through good judgment and decision making, helps manage workflows to ensure tasks are completed in a timely manner.
• Coordinates the prioritization and identification of process improvement opportunities, gaps, and control enhancements.
• Serves as an escalation point for portfolio construction issues. Creates proposals for how to address issues and liaises with the management team to achieve resolution.

Partners with multiple stakeholders to drive Capital Fixed Income Investors' portfolio replication initiative by contributing to overall strategy development and implementation for portfolios.

• Develops and evolves processes for delivering solutions to a wide range of clients.
• Proactively solicits input to improve the portfolio construction and order management process and to resolve operational issues. Foresees issues, raises awareness, and offers resolutions when communicating with stakeholders. the Investment Group and Trading.
• Serves as a resource and/or subject matter expert on matters of complexity for other business units on portfolio construction inquiries or cross-functional projects and initiatives.
• Conducts analysis and proposes options for restructuring existing portfolios and new potential client portfolios with existing muni bond positions.
• May participate in team and departmental projects such as process engineering initiatives.
• Performs additional responsibilities as assigned.

SKILLS/QUALIFICATIONS:

• You have 2+ years of experience in the investment management industry with experience working with fixed-income investments.
• You demonstrate strong collaboration skills and working style.
• You demonstrate sound judgment in resolving complex issues in a practical manner. Demonstrate effective and influential written and oral communication skills with a diverse group of stakeholders.
• You demonstrate in-depth knowledge of index or active investment strategy replication, securities and investment business, and Capital's investment process.
• You demonstrate ability to lead and manage projects within the team.
• You demonstrate intellectual curiosity and analytical skills in areas of high complexity, ambiguity, and diversity.
• You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.

"I CAN APPLY IN LESS THAN 4 MINUTES."

You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.

"I CAN LEARN MORE ABOUT CAPITAL GROUP."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

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. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, 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 status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

NEAREST MAJOR MARKET: Los Angeles

JOB SEGMENT: Social Media, Marketing, Strategy, Research

For more than nine decades, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. Private ownership allows us to keep our eyes on the long term while more than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.