Equity Portfolio Strategy Specialist; PSS

“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 r 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 Portfolio Strategy Specialist at Capital Group”

At Capital Group, we are committed to delivering investment excellence through innovation and precision. As a Portfolio Strategy Specialist (PSS), you will be at the heart of our Portfolio Strategy Management (PSM) capability—helping to shape and deliver equity investment strategies tailored to our clients’ needs across a wide range of vehicles.

This role is ideal for someone who thrives at the intersection of quantitative analysis, portfolio construction, and strategic execution. You will work closely with equity investment professionals, technologists, and operations teams to ensure our systematic strategies are implemented with accuracy, insight, and scalability.

1. Be a Portfolio Construction Expert

• Apply deep knowledge of systematic portfolio construction to support and evolve Capital Group’s Equity PSM strategies.
• Interpret quantitative Equity risk model outputs to make confident, data‑driven daily investment recommendations.
• Collaborate with quantitative research and analytics teams to refine and enhance the Equity systematic investment process.

2. Drive Daily Investment Execution

• Independently manage the daily investment process for mature Equity PSM vehicles.
• Deliver high‑quality rebalance recommendations and ensure timely execution.
• Monitor and troubleshoot real‑time production issues, ensuring decisions meet market deadlines.

3. Continuously Improve Our Capabilities

• Partner with Technology and Quant teams to evolve our decision‑making systems and data environment.
• Identify opportunities for research and process enhancements from day‑to‑day operations.
• Lead change management efforts for new strategies and model updates, ensuring robustness and scalability.

4. Align Strategy with Product Needs

• Understand the objectives of various investment vehicles (SMA, Lux, CIT, SA, ETF, etc.) and how Equity PSM strategies meet those needs.
• Monitor vehicle customisations and ensure alignment with Capital’s equity reference strategies over time.
• Lead resolution of issues impacting portfolio construction and represent findings in governance forums.

5. Support Growth and Innovation

• Collaborate across Product, Investment Group, and Operations to support new product launches and strategy expansions.
• Represent PSM in client onboarding, RFP/RFI processes, and internal discussions with Legal, Compliance, and Technology.
• Develop new applications of PSM models and processes to support Capital Group’s growth…