Senior Investment Director

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

“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 factor in salary and variable 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 

“I can succeed as an Investment Specialist at Capital Group.”

As one of our Investment Specialists, you’ll be a business driver for Fixed Income and engage with external clients as a proxy for our fixed income portfolio managers. You’ll represent Capital Group at speaking events, sales meetings, and point of sale presentations. You’ll serve as the primary contact to clients in delivering investment expertise and capital markets perspective about the fixed income market. You’ll excel at conducting robust quantitative/qualitative research to produce differentiated insight about portfolios.

You’re motivated by growing businesses, setting goals, and measuring your performance against them. You are a well-rounded collaborator and work skillfully with senior sales force members to provide opportunity for better investor outcomes. You understand the importance of mindful communication when working within an inclusive environment. 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.

“I am the person Capital Group is looking for.”

• You have a proven track of fixed income investment experience as a buy-side Portfolio Manager, Product Manager, Client Portfolio Manager, Portfolio Specialist, Analyst and/or Trader.
• You have at least 3 years of experience as a CPM/Product Manager/Portfolio Specialist in Fixed Income
• You have a deep knowledge of the global bond markets, strategies and investment processes including investment research, portfolio management, risk control, benchmark construction and strategy design
• You have proven experience in building fixed income franchises – from idea and implementation stage, through ongoing execution with sales teams
• You have experience across vehicles: mutual funds, other commingled vehicles, and institutional separate accounts
• You’re well-versed in the distribution structures of institutional and retail channels
• You have experience in building effective and concise strategy pitch books
• You have an undergraduate degree (required) and/or an advanced business degree
• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Fact set, etc.).
• You are an enthusiastic communicator and have significant sales experience across distribution channels

“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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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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 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.