“I can succeed as an 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 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.
You Utilize derivatives to support the setup of hedging overlays and strategies and to drive more efficient investments and market views for Portfolio Managers
You are a subject matter expert and proactive educator of derivatives internally.
You stay abreast of external key derivative trends and act as a subject matter expert
You educate internal shareholders by developing derivative education materials and lead office workshops across the organization.
You conduct rigorous analyses. Propose and recommend new products based on diligent product research and understanding
You regularly liaise between the Investment Group and other functions such as Operations, Legal, Compliance, and Risk for special projects.
You 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.
You 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
You evaluate counterparty and collateral processes and procedures.

Skills/qualifications:

You demonstrate intellectual curiosity and analytical skills in areas of high complexity.
You demonstrate 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 demonstrates 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.

Southern California Base Salary Range: $175,000-$290,000

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Investment Strategist (Derivatives)