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.

• 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…