“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.”
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You have 3+ years of investment industry experience with knowledge of advisory business, investment products, capital markets, and portfolio construction concepts..
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You will consult with intermediaries on portfolio construction.
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You will be responsible for preparing analytical reports and insights on investment products and portfolios.
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You have a deep knowledge of American Funds products and services.
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You will play a critical role in identifying challenges/opportunities and recommending solutions.
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You have analytical skills and attention to detail in areas of high complexity.
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You will interact and collaborate effectively with a diverse group of associates and clients.
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You have a Bachelor's degree required. MBA Preferred.
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You have an advanced accreditation (CIMA, CFA, CFP) preferred.
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You have experience contributing to and/or leading projects.
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SIE is required to apply
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You must obtain Series 7 & 66 during your first 90 days
San Antonio Base Salary Range: $108,182-$173,091
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.
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.
What We Do
Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors.
Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.
*** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity. ***
For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
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