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About the Role
The Global Corporate Access team aims to act as a central point of contact for all corporate access events. This role requires liaising between Capital Group investment teams, corporates, third party IR firms, and sell-side brokers. There’s an exciting opportunity for a Specialist to join the Americas team, responsible for originating and managing events in the Americas region and allocated sectors, and curating access to corporates, experts, and government entities.
Responsibilities
- Develop internal relationships with investment professionals to understand their investment philosophy and workflow in order to originate high-impact meetings and events.
- Act as point of contact with company management teams to secure meetings for our investment professionals, representing Capital Group appropriately and compellingly, and ensuring a positive user experience.
- Facilitate relationship-building opportunities for new analysts by guiding them with insights on company preferences.
- Build external relationships with corporate Investor Relations teams, Brokers and third-party vendors.
- Educate corporate stakeholders about Capital Group’s investment philosophy, to strengthen the firm’s brand and trust.
- Travel with the investment group to deepen both internal and external relationships.
- Partner with sector meeting planners and, where needed, coordinate logistics to ensure seamless execution of corporate access engagements.
- Maintain data related to corporate access engagements and usage rates by investment teams in CorpAxe.
- Work collaboratively with partners across the organization, including Compliance, Meetings & Events, Research Data Services and Technology and Sales.
- Coordinate closely with global corporate access teammates.
- Monitor team inbox.
Requirements
- Minimum of 5 years of experience in financial services, ideally in Corporate Access, Investor Relations, research or related financial services.
- Bachelor’s degree; advanced degrees or certifications a plus.
- Exceptional written and verbal communication skills.
- Spanish language skills and knowledge of Latin American companies, markets, and government landscape are a plus.
- Strong project and program management skills, with demonstrated ability to manage multiple priorities and timelines in a fast-paced environment.
- Passion for Corporate Access and understanding its importance in the investment process.
- Ability to engage confidently and build strong relationships with C-level executives and senior investment professionals.
- Client-centric mindset with strong judgment, integrity, and experience handling confidential or sensitive information.
- Proficient in Microsoft Suite programs.
- CorpAxe and CapIQ.AI tools proficiency is a plus.
Skills
- Financial services
- Corporate Access
- Investor Relations
- Research
- Written communication
- Verbal communication
- Spanish language
- Project management
- Program management
- Microsoft Suite
- CorpAxe
- CapIQ.AI
Location
- Los Angeles
- New York
- San Francisco
- London
- Hong Kong
- Mumbai
- Singapore
- Tokyo
Work Type
- Flexible work options
Experience Level
- Minimum of 5 years of experience
Education Level
- Bachelor’s degree
- Advanced degrees or certifications a plus
Salary/Compensations
- Southern California Base Salary Range: $99,484-$159,174
- San Francisco Base Salary Range: $116,015-$185,624
- New York Base Salary Range: $105,459-$168,734
Benefits
- Competitive salary
- Bonuses
- Benefits
- Company-funded retirement contribution
- Generous time-away
- Health benefits from day one
- 2-for-1 matching gifts for charitable contributions
- Annual grants for charitable organizations
- On-demand professional development resources
About the Company
- 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.
Equal Opportunity
- 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.