Portfolio Strategy Manager (Equities)

“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 Portfolio Strategy Manager at Capital Group.” The Portfolio Strategy Management (PSM) team is dedicated to delivering Capital Group’s investment strategies in clients’ vehicles of choice. The Portfolio Strategy Management capability provides flexibility of access and customization that clients are seeking while delivering end investors a risk and return profile similar to that of a reference strategy. The Portfolio Strategy Manager exercises independent investment judgment on behalf of vehicle clients, oversees vehicle outcomes, represents the PSM capability internally and externally, and helps evolve the future of systematic portfolio construction and customization. This role is accountable for ensuring that CG’s investment convictions are appropriately reflected across vehicles while navigating market volatility, independent vehicle flows, guidelines, restrictions, tax considerations, transparency protection, liquidity, and client-specific requirements. In this role, you will: Investment Decision Making 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 considering 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. Vehicle Oversight 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 IPO’s, secondary offerings, voluntary corporate actions, etc. while preserving PSM accountability for vehicle implementation and outcomes. Represent the PSM capability 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