“I can succeed as a Equity Investment Strategist at Capital Group”
Role summary: The Investment Strategist will work closely with the Investment Group to help shape and influence the use of derivatives in CG’s investment portfolios. The role will work directly with Portfolio Managers to look at risk and consider how best to manage it. Focus of the role will involve derivative usage considerations across different currencies and products, and the creation of new analysis to support market themes. The Investment Strategist will act as subject matter expert and proactive educator of derivatives internally and will also regularly liaise between the Investment Group and other functions such as Operations, Legal, Compliance, and Risk for special projects.
“I am the person Capital Group is looking for”
- You work directly with Portfolio Managers to look at risk and consider how best to manage it. Focus of the role will involve derivative usage considerations across different currencies and products, and the creation of new analysis to support market themes.
- Utilize derivatives to support the setup of equitization and hedging overlays and strategies to drive more efficient investments and market views for Portfolio Managers.
- You act as subject matter expert and proactive educator of derivatives internally.
- Stay abreast of external key derivative trends and act as a subject matter expert.
- Educate internal shareholders by developing derivative education materials and lead office workshops across the organization.
- Conduct rigorous analyses. Propose and recommend new products based on diligent market research and understanding.
- You regularly liaise between the Investment Group and other functions such as Operations, Legal, Compliance, and Risk for special projects.
- Partner closely with Portfolio Strategists and bring an ability to collaborate and develop relationships inside and outside the organization that enable effective completion of business objectives.
- Work seamlessly with investors to help them build fluency with internal teams such as Operations, Legal, Compliance, and Risk to support their objectives and ensure the effective dissemination of derivative related information.
Skills/qualifications:
- You should have 5-10 years of equity derivative market experience.
- You have previously work experience within Equity Derivative Sales, Equity Derivative Trading and or Equity Derivative Risk is preferred.
- You demonstrate intellectual curiosity and analytical skills in areas of high complexity.
- You demonstrate the ability to collaborate and work effectively as part of a team.
- You demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities.
- You demonstrate effective written and oral communication skills with a diverse group of associates and senior business leaders.
- You demonstrate initiative by identifying issues and recommending solutions.
- You demonstrate sound judgment in resolving matters of high complexity.
- You exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.
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.
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.
Capital Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.
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Retirement Support — Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
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Strong & Reliable Incentives — Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
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Inclusive Benefits Coverage — Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.
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What We Do
Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.
Why Work With Us
Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.
