Senior Specialist, New Investment Strategies & Capabilities

Capital Group•Los Angeles, CA

3d•$125,909 - $201,454•Hybrid

About The Position

The New Investment Strategies & Capabilities team helps shape the future of Capital Group’s investment offerings through research, product innovation, and strategy design. We combine input from clients, market and competitive insights, and investment expertise to evaluate emerging opportunities and develop new investment solutions that can be delivered across a range of investment vehicles. Working globally and across asset classes, we partner with investment, sales, client group, legal, and other cross-functional teams to assess and prioritize new ideas, build business cases, and guide initiatives from concept through strategy design and launch. As a Senior Specialist on the team, you will evaluate new opportunities, conduct market and competitive research, and translate complex qualitative and quantitative information into clear recommendations for stakeholders and governance groups. You will also contribute to strategic roadmaps, business cases, and product design initiatives while leading small- to medium-scale projects and partnering with senior leaders on larger, more complex efforts.

Requirements

At least 5 years of experience in product strategy, product development, management consulting, investment research / management, corporate strategy, or a related field
Strong investment acumen and a general understanding of investment vehicles, the asset management industry, and public and private markets
Ability to absorb complex qualitative and quantitative information, identify the most important insights, and translate them into clear, actionable recommendations for diverse audiences
Strong problem-solving skills, approaching ambiguous situations with structure, sound judgment, and intellectual curiosity
Comfort working in environments where the path forward is not always clearly defined and ability to effectively navigate competing perspectives, incomplete information, and evolving priorities
Exceptional organizational and project management skills, with the ability to manage multiple workstreams simultaneously while maintaining attention to detail and meeting deadlines
Experience leading cross-functional initiatives and building productive relationships with diverse stakeholders to drive alignment and achieve outcomes
Skilled written and verbal communicator who can influence stakeholders, facilitate discussions, and confidently present recommendations to senior audiences

Nice To Haves

Experience developing business cases, strategic roadmaps, product plans, or go-to-market recommendations
Experience using investment research databases such as Morningstar, eVestment, and FactSet

Responsibilities

Evaluate new opportunities
Conduct market and competitive research
Translate complex qualitative and quantitative information into clear recommendations for stakeholders and governance groups
Contribute to strategic roadmaps, business cases, and product design initiatives
Lead small- to medium-scale projects
Partner with senior leaders on larger, more complex efforts