Equity Investment Director/Investment Specialist
Equity Investment Director/Investment Specialist
Capital Group
Los Angeles, CA
See who Capital Group has hired for this role
Pay found in job post
Retrieved from the description.
Base pay range
- As one of our Investment Directors, you'll be a business driver for our equity products, and a representative of the investment group, engaging with external clients as a proxy for our equity portfolio managers and analysts.
- You'll represent Capital Group at client meetings, new business presentations, speaking events, sales meetings & with the media.
- You'll partner with our sales teams in delivering investment expertise and equity capital markets perspective to clients as well as key insights into our investment process.
- You'll be a subject matter expert engaging with institutional clients conducting due diligence on our strategies.
- You'll excel at producing differentiated insight about portfolios.
- You're motivated by intellectual curiosity, growing businesses, setting goals, and measuring your performance against them. You are a well-rounded collaborator with an enquiring mind and work skillfully with senior sales force members to provide opportunity for better investor outcomes.
- You understand the importance of thoughtful communication.
- You take the time to create and maintain meaningful relationships.
- You can readily give examples of areas that you are working to improve. You've listened to feedback throughout your career and seek to continuously improve.
- You have a proven track of equity investment experience as a buy-side Portfolio Manager, Investment Analyst, Institutional Salesperson, Product Manager, Client Portfolio Manager, Portfolio Specialist, and/or Trader
- You have at least 10 years of experience in investment related roles; experience as a CPM a plus
- You have deep knowledge of global equity markets, strategies and investment processes including investment research, portfolio management, risk management, and strategy design
- You have experience across a range of vehicles mutual funds, other commingled vehicles, institutional separate accounts, separately managed accounts, and ETFs
- You have international/global equity experience
- You are a strong collaborator and work effectively as part of a team, sharing knowledge and insights
- You have strong presentation skills and know how to tailor your message for different audiences
- You have experience in creating effective and concise client materials
- You have an undergraduate degree (required) and/or an advanced business degree; CFA a plus
New York Base Salary Range $295,000-$335,000
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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Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services and Investment Management
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