Senior Equity Product Manager, Institutional

Capital-Group-1; Los Angeles (CA); On-site; USD 179,000 - 287,000; Full time

Benefits offered by this job

Flexible work options

Bonuses and benefits

Company-funded retirement contribution

Job summary

Capital Group in Southern California seeks an Equity Investment Product Manager to serve as a subject-matter expert for Institutional clients, translating market developments into clear product positioning and client conversations. You will partner with Institutional Sales, Product, Marketing, Asset Class Services, Investments, and Operations.

You will develop and enhance content, including pitchbooks and portfolio commentary, and support RFPs with investment inputs in a matrixed organization.

Qualifications

• 7+ years of experience in equity investments or related investment roles.
• Strong knowledge of equity markets and institutional investor landscape.
• Excellent written and verbal communication for client-facing content.
• Ability to translate complex investment concepts into clear materials.
• Proven collaboration with Sales, Product, Marketing, Investments, and Operations.
• Strong project management and stakeholder management skills.

Responsibilities

• Develop high-quality content and analysis for Institutional client engagement.
• Create pitchbooks, portfolio commentary, and market insights.
• Support RFPs, RFIs, and consultant questionnaires with investment inputs.
• Collaborate with teams to ensure consistent understanding of Capital Group’s equity strategies.
• Translate investment expertise into client conversations and sales-support materials.

Skills

Equity Investments

Product Management

Institutional Sales Support

Capital Markets

Asset Management

Client Communication

Education

Series 7 and 66 licenses

CFA designation or progress toward CFA

Graduate degree/MBA preferred

Tools

PowerPoint

Excel

CRM systems

Job description

Capital Group in Southern California seeks an Equity Investment Product Manager to serve as a subject-matter expert for Institutional clients, translating market developments into clear product positioning and client conversations. You will partner with Institutional Sales, Product, Marketing, Asset Class Services, Investments, and Operations.

You will develop and enhance content, including pitchbooks and portfolio commentary, and support RFPs with investment inputs in a matrixed organization.