Equity Investment Product Manager

124 CCG CCG; California; Vor Ort; USD 179.000 - 287.000; Vollzeit

Zusammenfassung

Capital Group seeks an Equity Investment Product Manager to act as a subject matter expert for our Institutional business, translating investment concepts into clear product positioning and client conversations.

You will work with Institutional Sales, Product, Marketing, Asset Class Services, Investments, Operations and Legal to develop pitchbooks, portfolio commentary, market insights and client-facing materials.

Qualifikationen

• 7+ years of experience in equity investments or related investment roles.
• Strong knowledge of equity markets, investment strategies and institutional clients.
• Exceptional communication and content development skills for sophisticated audiences.
• Experience partnering with investment professionals and sales teams to translate expertise.
• Strong project management, presentation, and stakeholder management skills.

Aufgaben

• Translate investment concepts into clear product positioning and client conversations.
• Develop high-quality content and analysis for institutional client engagement and business development.
• Support pitchbooks, portfolio commentary, marketplace insights, RFIs and RFPs.
• Collaborate with Sales, Product, Marketing, Investments and Operations to align on client needs.

Kenntnisse

Equity market knowledge

Content development

Client engagement

Project management

Presentation skills

Ausbildung

Series 7 & 66 licenses

CFA designation or progress toward CFA

Graduate degree / MBA

Tools

PowerPoint

Jobbeschreibung

“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 Equity Investment Product Manager at Capital Group.”

As an Equity Investment Product Manager, you will serve as an equity subject matter expert and thought partner for Capital Group’s Institutional business, helping strengthen how our investment capabilities are understood and positioned with clients, prospects, consultants, and internal partners. You will work closely with Institutional Sales, Product, Marketing, Asset Class Services (ACS), Investments, Operations, Legal, and other partners to translate investment expertise, portfolio developments, market trends, competitive intelligence, and client needs into clear and compelling product positioning, insights, and client conversations.

You will develop and enhance high-quality content and analysis that supports Institutional client engagement and business development, including pitchbooks, portfolio commentary, marketplace and competitive insights, strategic and client-specific presentations, and investment-related materials. You will contribute marketplace expertise to equity product initiatives and Institutional opportunities, support relationship managers and the RFP team with investment-related inputs for RFPs, RFIs, consultant questionnaires, and databases, and help ensure a consistent understanding of Capital Group’s equity strategies, portfolio developments, competitive positioning, and Institutional client needs across the organization.

“I am the person Capital Group is looking for.”

You have 7+ years of experience in equity investments, investment product, institutional sales support, capital markets, asset management, or a related investment role, with strong knowledge of equity and capital markets, investment strategies, and the institutional investor landscape. You possess exceptional communication and content development skills, with the ability to translate complex investment concepts, portfolio insights, and market developments into compelling analytical, educational, and sales-support content for sophisticated investment audiences. You have experience partnering with investment professionals and sales teams to translate investment expertise into relevant client conversations and effectively position investment solutions. You have strong project management, presentation, and stakeholder management skills. You demonstrate initiative, intellectual curiosity, and sound judgment, with the ability to learn quickly, navigate ambiguity, and operate effectively in a complex, matrixed organization. You have strong analytical capabilities and enjoy researching market developments, identifying patterns, and synthesizing quantitative and qualitative insights to support product positioning, client engagement, and business decision‑making. You thrive in highly collaborative environments and enjoy partnering across Sales, Product, Marketing, Investments, and Operations. You have the interest and ability to develop deep insight into our products, institutional clients, competitive landscape, and the trends shaping the investment industry.

Qualifications & Preferred Credentials

Series 7 and 66 (or equivalent) licenses, or willingness to obtain them at the outset of the role. CFA designation or progress toward the CFA is preferred. Graduate degree/MBA is preferred.

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal is to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Southern California Base Salary Range: $179,273-$286,837

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 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.

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. 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.