I can succeed as an Investment Specialist at Capital Group.”
Capital Group has been increasing the presence of its fixed income investment capability across all business segments. To aid in this continuing growth, the firm is seeking to recruit an experienced Investment Specialist to help drive the growth of our Fixed Income business in Hong Kong and Greater China. Based in Hong Kong, you will be responsible for expanding our Fixed Income platform in Greater China, and lead as the subject matter expert for Fixed Income when presenting to sophisticated external clients and prospects.
- Engage with external clients as a proxy for Capital Group’s Fixed Income portfolio managers, representing Capital Group at speaking events, sales meetings, and point of sale presentations and serves as the primary contact to clients in delivering investment expertise and capital markets perspective with regards to the bond market
- Ability to clearly articulate the Capital Group investment process, research capabilities, fixed income products and competitive differences in a clear and concise manner
- Inform and educate clients regarding Capital Group’s Fixed Income portfolio attribution and results
- Act as the internal subject matter expert regarding Fixed Income investments, capital markets, and portfolios
- Work closely with the sales and distribution team as the proxy for portfolio managers to drive and generate business development ideas, engage with prospects, service / defend existing business, and facilitate Fixed Income sales growth. and service / defend existing business
- Conducts robust quantitative / qualitative research to produce differentiated insight about portfolios and acts as a subject matter expert in reviewing client’s current portfolio holdings
- Creates a variety of content, to include competitor analysis, white papers, Investment Insights, pitch books, and ad-hoc content in response to market events and is a subject matter expert in Fixed Income
I am the person Capital Group is looking for.”
5-10+ years of Fixed Income investment experience in a role as a buy-side Portfolio Manager, Product Manager, Client Portfolio Manager, Investment / Portfolio Specialist, Analyst and / or TraderUndergraduate degree required; an advanced business degree and / or a CFA certification preferredProven effectiveness in articulating the investment / research process to diverse audiencesStrong track record and ability to influence senior business leaders on strategic business matters; persuasive presenter, with presence to convey authority / competence at a senior corporate levelYou are an enthusiastic communicator and have significant experience with wealth management audiencesYou know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Factset, etc.).Fluent in English, Cantonese and conversational MandarinFlexibility to travel, primarily within the region