"I can succeed as a Portfolio Consultant at Capital Group."
As a Portfolio Consultant, you will be a member of Capital Group's Portfolio Consulting and Analytics team. You will help raise and retain assets for North American Client Group by providing differentiated insights and portfolio analysis to intermediaries.
"I am the person Capital Group is looking for."
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 .
As a Portfolio Consultant, you will be a member of Capital Group's Portfolio Consulting and Analytics team. You will help raise and retain assets for North American Client Group by providing differentiated insights and portfolio analysis to intermediaries.
"I am the person Capital Group is looking for."
- You have 3+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts..
- You will consult with intermediaries on portfolio construction.
- You will be responsible for preparing analytical reports and insights on investment products and portfolios.
- You have a deep knowledge of American Funds products and services.
- You will play a critical role in identifying challenges/opportunities and recommending solutions.
- You have analytical skills and attention to detail in areas of high complexity.
- You will interact and collaborate effectively with a diverse group of associates and clients.
- You have a Bachelor's degree required. MBA Preferred.
- You have an advanced accreditation (CIMA, CFA, CFP) preferred.
- You have experience contributing to and/or leading projects.
- SIE is required to apply
- You must obtain Series 7 & 66 during your first 90 days
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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