Capital Group Companies

Portfolio Consultant

Capital Group Companies

San Antonio, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for a highly motivated, results-driven Portfolio Consultant to join the Capital Group Companies team. In this role, you will work with clients to develop and manage tailored portfolios, leveraging your expertise in portfolio design, asset allocation, and performance analysis. As a Portfolio Consultant, you will also be responsible for providing clients with sound investment advice and ensuring portfolios remain in line with their long-term objectives.To succeed in this role, you must have a deep understanding of portfolio strategy and management, along with excellent communication and problem-solving skills. You must also have a Bachelor’s degree in Finance, Economics, or a related field and at least three years of experience in portfolio consulting or management. If you have the qualifications and experience we’re looking for, we’d love to hear from you!

Where is this job?
This job is located at San Antonio, TX, USA
Job Qualifications
  • Strong Communication And Interpersonal Skills

  • Analytical Thinking And Problem-Solving Skills

  • Knowledge Of Financial Investments And Portfolio Management

  • Knowledge Of Financial Markets And Trends

  • Ability To Interpret And Analyze Financial Data

  • Understanding Of Asset Allocation Principles

  • Understanding Of Portfolio Construction And Performance Evaluation

  • Experience With Portfolio Management Software

Required Skills
  • Research

  • Strategy

  • Communication

  • Management

  • Presentation

  • Compliance

  • Modeling

  • Technical

  • Analytical

  • Financial

  • Risk

  • Relationship

  • Portfolio

  • Investment

  • Client

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Portfolio Consultant in San Antonio, TX, USA is between $50,000 and $90,000 per year. This salary range can vary depending on the individual's experience, education, and qualifications.

Additional Information
Capital Group Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 21st, 2023
Apply BeforeApril 11th, 2026
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About Capital Group Companies

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.

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