Senior Specialist, New Investment Strategies & Capabilities

“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 a Senior Specialist on the New Investment Strategies & Capabilities team at Capital Group.

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.

I am the person Capital Group is looking for.

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

Preferred, but not required:

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

“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. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

“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 has been 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.‎ 

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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.