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Investment Specialist
Investment Specialist-April 2024
Toronto
Apr 22, 2025
About Investment Specialist

  "I can succeed as an Investment Specialist at Capital Group."

  As one of our Investment Specialists based in Toronto or Montreal, 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 IncomeYou have a deep knowledge of the global bond markets, strategies and investment processes including investment research, portfolio management, risk control, benchmark construction and strategy designYou have proven experience in building fixed income franchises - from idea and implementation stage, through ongoing execution with sales teamsYou have experience across vehicles: mutual funds, other commingled vehicles, and institutional separate accountsYou're well-versed in the distribution structures of institutional and retail channelsYou have experience in building effective and concise strategy pitch booksYou have an undergraduate degree (required) and/or an advanced business degreeYou know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Factset, etc.).You are an enthusiastic communicator and have significant sales experience across distribution channelsYou are bi-lingual in English and French

  « Je peux réussir en tant que spécialiste des placements à Capital Group. »

  En tant que spécialiste des placements basé à Toronto ou à Montréal, vous serez un moteur d'activité pour les titres à revenu fixe et vous vous engagerez auprès des clients externes en tant que mandataire de nos gestionnaires de portefeuille de titres à revenu fixe. Vous représenterez Capital Group lors de conférences, de réunions de vente et de présentations sur le lieu de vente. Vous serez le principal contact des clients en leur fournissant une expertise en matière d'investissement et une perspective des marchés des capitaux sur le marché des titres à revenu fixe. Vous excellerez dans la conduite de recherches quantitatives/qualitatives approfondies afin de produire des points de vue différenciés à propos des portefeuilles.

  Vous êtes motivé par la croissance des entreprises, l'établissement d'objectifs et l'évaluation de votre rendement en fonction de ces derniers. Vous êtes un collaborateur polyvalent et vous travaillez habilement avec les gestionnaires principaux des ventes afin d'offrir aux investisseurs l'occasion d'obtenir de meilleurs résultats. Vous comprenez l'importance d'une communication attentive lorsque vous travaillez dans un environnement inclusif. Vous prenez le temps de créer et d'entretenir des relations significatives. Vous pouvez aisément donner des exemples de domaines que vous vous efforcez d'améliorer. Vous avez écouté les commentaires émis tout au long de votre carrière et vous cherchez à constamment vous améliorer.

  « Je suis la personne que Capital Group recherche. »

  Vous avez une expérience avérée dans le domaine des investissements en titres à revenu fixe en tant que gestionnaire de portefeuille, gestionnaire de produit, gestionnaire de portefeuille client, spécialiste de portefeuille, analyste et/ou négociant.Vous avez au moins 3 ans d'expérience en tant que gestionnaire de portefeuille client/gestionnaire de produits/spécialiste de portefeuille dans le domaine des titres à revenu fixe.Vous avez une connaissance approfondie des marchés obligataires mondiaux, des stratégies et des processus d'investissement, y compris la recherche en matière d'investissement, la gestion de portefeuille, le contrôle des risques, la construction d'indices de référence et la conception de stratégies.Vous avez une expérience avérée dans la création de franchises de titres à revenu fixe, allant de l'idée et de la mise en œuvre à l'exécution continue avec les équipes de vente.Vous avez de l'expérience dans différents véhicules : fonds communs de placement, autres véhicules mixtes et comptes séparés institutionnels.Vous connaissez bien les structures de distribution des canaux institutionnels et de détail.Vous avez de l'expérience dans l'élaboration d'argumentaires stratégiques efficaces et concis.Vous êtes titulaire d'un diplôme de premier cycle (obligatoire) et/ou d'un diplôme d'études commerciales supérieures.Vous savez comment exploiter les technologies pour créer des analyses personnalisées (Excel, PowerPoint, Bloomberg, Factset, etc.).Vous êtes un communicateur enthousiaste et avez une expérience significative de la vente à travers les canaux de distribution.Vous êtes bilingue en anglais et en français.

  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.

  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.

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