Portfolio Strategy Manager (Equities)

Role Overview

"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.

Portfolio Strategy Manager - Responsibilities

• Exercise independent investment judgment on behalf of vehicle clients to deliver Capital Group's investment convictions across vehicles while minimizing results dispersion or meeting other defined client objectives.
• Maintain a deep understanding of Portfolio Manager and Analyst convictions and ensure those convictions are appropriately reflected in each portfolio, with discretion to tailor vehicle investment decisions to vehicle requirements and clients' best interests.
• Review and approve investment model designs and portfolio construction approaches, taking into account CG policy, client restrictions, transparency protection, tax management, liquidity, average daily volume, market conditions, and other vehicle specific constraints.
• Work daily with Portfolio Strategy Specialists (PSS) to review model output, approve recommended trades where they align with Investment Group conviction, and manage exceptions when recommended trades are not approved or aligned with conviction.
• Uphold systematic portfolio construction principles and create, evolve, and maintain consistent decision making frameworks that support timely and accurate execution of investment strategies across vehicles.
• Retain accountability for vehicle health and outcomes, including the monitoring and oversight processes required to assess whether each vehicle is operating within expectations and following PSM policies and processes.
• Oversee risk and return parameters to ensure the investment strategy remains recognizable in vehicles and that each portfolio is an appropriate representation of the reference strategy when aligned to client's objective.
• Partner with PSS to monitor vehicle portfolios, including excluded assets, cash accounts, regulatory and guideline restrictions, vehicle parameters, and other factors that may create risk or require resolution.
• Identify and raise observations for additional research and analysis that arise from vehicle monitoring, investment results, dispersion analysis, and the broader PSM investment process.
• Partner with strategy Investment teams when required for unique market events like IPOs, secondary offerings, voluntary corporate actions, etc., while preserving PSM accountability for vehicle implementation and outcomes.
• Serve as a business leader and subject matter expert representing CG, PSM, and vehicles across internal and external settings, instilling confidence in the PSM capability and communicating complex topics clearly.
• Deepen partnerships across Investment Group, Principal Investment Officers, Quantitative Research and Analytics, Global Product Strategic Development, Investment Directors, Distribution, client facing teams, and other adjacent business groups to ensure PSM portfolio construction, vehicle health, and business impacts are well understood and incorporated into plans.
• Lead or support vehicle reviews across PSM investment strategies and help prepare internal partners to represent portfolios and explain the PSM capability at the right level for each audience.
• Engage with home offices, research teams, gatekeepers, institutional clients, and other external audiences on complex questions regarding portfolio construction, vehicles, strategy delivery, and PSM investment services.
• Participate in or lead PSM governance forums, including Portfolio Strategy Investment Committee activity, Results Committee, and product development forums.
• Conduct regular vehicle reviews with the strategy Principal Investment Officer.
• Apply experience and judgment to collaborate on the development of new investment offerings and expand the uses of systematic portfolio construction, replication, and customization to meet current and future client and business needs.
• Lead or contribute to product development and validation efforts for new PSM strategies in partnership with Investment Group and other business partners.
• Evaluate expanded vehicle customization, tax management expectations, research portfolio mirrors, and new applications of existing investment services while assessing the impact on strategy delivery and vehicle outcomes.
• Clarify role accountabilities, reduce duplication with PSS, and promote scalable tools, processes, and decision frameworks that support the continued growth and effectiveness of the PSM capability.
• Navigate ambiguity as the role evolves, increasing tangible deliverables and accountable assignments across existing and emerging vehicle types and lines of business.

Qualifications

• In depth knowledge of quantitative portfolio investing concepts and processes, index or active investment strategy replication, securities and investment business.
• 10+ years' experience in management or leadership capacity in a large, complex, global organization; financial services or investment management industry experience, strongly preferred.
• Comprehensive understanding of investment products, asset allocation, securities operations and the servicing requirements of accounts.
• Demonstrated track record in driving change, making a business more effective and efficient, and effectively influencing others.
• Excellent written and oral communication and interpersonal skills as well as the ability to effectively collaborate with various teams including Investment Group, Trading, IT and Global Investment Control.
• Working knowledge of the investment management industry, investment mandates, investment vehicle structures, investment operations, competitive landscape, reporting and regulatory environment.

Equal Employment Opportunity

We are an equal opportunity employer and we do not discriminate. All employment decisions are made without regard to race, color, religion, national origin, sex, age, genetics, disability, veteran status, or other characteristics protected by law.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long term view, diverse perspectives and community inspire our associates every day.

Benefits and Compensation

Competitive salary, annual performance bonus, annual profitability bonus, retirement plan with 15% company contribution, health benefits, paid time off, flexible work options, matching gifts for charitable contributions, access to professional development resources.