Equity Investment Product Lead - Institutional

The Capital Group; Los Angeles (CA); On-site; USD 179,000 - 287,000; Full time

Benefits offered by this job

Generous time-away & health benefits

2-for-1 matching gifts + annual grants

On-demand professional development

Job summary

The Capital Group in Southern California seeks an Equity Investment Product Manager to act as a subject-matter expert for institutional clients. You will translate investment developments into clear, compelling content and collaborate with Institutional Sales, Product, Marketing, Investments, and Operations.

You will develop pitchbooks and portfolio commentary, support RFPs and client conversations, and help position Capital's equity strategies across the organization.

Qualifications

• 7+ years in equity investments or related investment roles.
• Ability to translate complex investment concepts into client-ready content.
• Experience partnering with investment professionals and sales teams.

Responsibilities

• Serve as equity subject matter expert for Institutional business.
• Translate investment insights into pitches, commentary, and materials.
• Support RFPs, RFIs, and client discussions with market data.
• Collaborate with Sales, Product, Marketing, Investments, and Operations.

Skills

Equity investing

Content development

Stakeholder management

Project management

Analytical thinking

Collaboration

Education

Series 7 & 66

CFA (preferred)

MBA or graduate degree

Job description

The Capital Group in Southern California seeks an Equity Investment Product Manager to act as a subject-matter expert for institutional clients. You will translate investment developments into clear, compelling content and collaborate with Institutional Sales, Product, Marketing, Investments, and Operations.

You will develop pitchbooks and portfolio commentary, support RFPs and client conversations, and help position Capital's equity strategies across the organization.