Equity Investment Product Manager

Capital Group • Los Angeles, CA

2d

About The Position

The Equity Investment Product Manager serves as an equity subject matter expert and thought partner for Capital Group’s Institutional business. The role helps strengthen how the company’s investment capabilities are understood and positioned with clients, prospects, consultants, and internal partners. The manager works with Institutional Sales, Product, Marketing, Asset Class Services, Investments, Operations, Legal, and other partners to turn investment expertise, portfolio developments, market trends, competitive intelligence, and client needs into clear product positioning, insights, and client conversations.

The role develops and enhances content and analysis for Institutional client engagement and business development. Materials include pitchbooks, portfolio commentary, marketplace and competitive insights, strategic and client-specific presentations, and investment-related content. The manager contributes marketplace expertise to equity product initiatives and Institutional opportunities, supports relationship managers and the RFP team with investment-related input for RFPs, RFIs, consultant questionnaires, and databases, and helps promote a consistent understanding of Capital Group’s equity strategies, portfolio developments, competitive positioning, and Institutional client needs.

Capital Group describes its workplace as respectful and committed to belonging and diverse perspectives. The company offers flexible work options, generous time away and health benefits, professional development resources, charitable gift matching, and compensation that includes salary, bonuses, and a company-funded retirement contribution.

Requirements

• At least 7 years of experience in equity investments, investment product, institutional sales support, capital markets, asset management, or a related investment role.
• Strong knowledge of equity and capital markets, investment strategies, and the institutional investor landscape.
• Exceptional communication and content development skills, including the ability to translate complex investment concepts, portfolio insights, and market developments into compelling analytical, educational, and sales-support content for sophisticated investment audiences.
• Experience partnering with investment professionals and sales teams to translate investment expertise into relevant client conversations and position investment solutions.
• Strong project management, presentation, and stakeholder management skills.
• Initiative, intellectual curiosity, sound judgment, ability to learn quickly, navigate ambiguity, and work effectively in a complex, matrixed organization.
• Strong analytical capabilities, including researching market developments, identifying patterns, and synthesizing quantitative and qualitative insights.
• Ability and interest in developing deep insight into products, institutional clients, the competitive landscape, and trends shaping the investment industry.
• Ability to thrive in a collaborative environment and partner across Sales, Product, Marketing, Investments, and Operations.
• Series 7 and 66 (or equivalent) licenses, or willingness to obtain them at the outset of the role.

Nice To Haves

• CFA designation or progress toward the CFA.
• Graduate degree or MBA.

Responsibilities

• Serve as an equity subject matter expert and thought partner for Capital Group’s Institutional business.
• Help strengthen the understanding and positioning of investment capabilities with clients, prospects, consultants, and internal partners.
• Partner with Institutional Sales, Product, Marketing, Asset Class Services, Investments, Operations, Legal, and other teams.
• Translate investment expertise, portfolio developments, market trends, competitive intelligence, and client needs into product positioning, insights, and client conversations.
• Develop and enhance content and analysis for Institutional client engagement and business development, including pitchbooks, portfolio commentary, marketplace and competitive insights, strategic and client-specific presentations, and investment-related materials.
• 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.
• Help ensure a consistent understanding across the organization of equity strategies, portfolio developments, competitive positioning, and Institutional client needs.

Benefits

• Competitive salary.
• Individual annual performance bonus.
• Capital’s annual profitability bonus.
• Retirement plan with a company contribution of 15% of eligible earnings.
• Generous time away and health benefits from day one.
• Opportunity for flexible work options.
• 2-for-1 matching gifts for charitable contributions and the opportunity to secure annual grants for charitable organizations.
• On-demand professional development resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed