Investment Product Specialist

“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 Product Specialist at Capital Group.”

Overview

The Investment Product Specialist (IPS) team is part of the Asset Class Services (ACS) team within Capital Group’s (CG) Europe and Asia business. IPS partners with the team of Investment Directors (ID) to deliver deep expertise on CG’s investment strategies both internally and externally. Collectively they are the voice of CG’s investment strategies. The IPS and ID teams are two sides of the same coin, the ID is focused on being the external voice, while the IPS is focused on internal partners and stakeholders. IPS also plays an important role in thinking strategically about the growth and evolution of its product coverage, partnering closely with Client and Marketing teams to unlock additional growth opportunities. The individual in this role will take a lead role in representing our Future Generations Equity and Multi-Asset strategies which make up our flagship Sustainability offering. The individual will also play a role in articulating CG’s broader approach to Sustainability & Governance (S&G), working in close partnership with the dedicated Sustainability Specialists Team (SST). The individual will need to develop a deep understanding of the Future Generations investment process as well as our ESG integration process. They will partner closely with the Future Generations Investment Director, Global Equity and Multi-Asset Investment Directors to develop strategy positioning and investment insights that support the business and client engagement. The successful candidate will be able to synthesize complex investment and S&G information into clear, credible content that enables CG associates to communicate effectively about our approach. The individual must be comfortable working across asset classes and collaborating with other Investment Product Specialists to support consistency in product-specific messaging. Each Investment Product Specialist is responsible for developing and delivering messaging, including S&G-related content, within their respective product areas, with the Future Generations IPS serving as an escalation point to provide subject matter expertise on complex product-specific S&G issues. Self-motivation, intellectual curiosity and the ability to collaborate effectively across teams and geographies will be critical.

Primary Responsibilities

• Partner closely with the Future Generations Investment Director to develop a deep understanding of investment ideas, strategy and positioning across the Future Generations Equity and Multi-Asset range.
• In addition, to build strong relationships with the Investment Directors responsible for Global Equity and Multi-Asset strategies, and collaborate closely with other IPS colleagues as appropriate.
• Drive investment content and narrative that supports client engagement and facilitates the effective delivery of portfolio, market and S&G insights at client meetings, conferences and other external engagements.
• Develop key messages that position and differentiate Capital Group’s Future Generations Equity and Multi-Asset strategies, tailoring them for regional, country and investor-segment needs as appropriate.
• Support the production of the Future Generation Fund’s Annual Sustainability Report.
• Serve as an escalation point for the broader IPS team for certain complex S&G requirements, in partnership with SST.
• Partner with the SST to understand and articulate CG’s approach to sustainability-related subjects and initiatives, contributing an investment-product perspective to such work.
• This includes the development of customised separate account mandates based on FGGO/FGGBAL.
• Drive the creation and maintenance of Future Generations-focused content for new business books, client meetings, conferences, marketing and product-positioning activity, fluency training, thought leadership and other stakeholder requests.
• Works with SST and other key stakeholders to analyse ESG market trends, competitive dynamics, regulator developments and evolving investor requirements, assessing the implications for Capital Group’s product offering, positioning and client conversations.
• Be a champion for S&G, and build collaborative relationships with key internal stakeholders across Europe, Asia and North America by understanding their priorities and demonstrating the value of partnership in achieving shared goals.
• Use technology and market-data tools effectively to improve the quality, responsiveness and efficiency of analysis and content development.

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Benefits

• “You’ll receive a competitive salary, bonuses and benefits.”
• “Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.”
• “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.”
• “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.”

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.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people’s lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

Learn more about compensation & retirement. Learn more about our benefits. Learn more about our hybrid schedule. Learn more about our culture and core values. Learn more about our commitment to responsible AI and how it shapes your candidate experience. You can learn more about our compensation and benefits here.

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