Capital Group has a Global Corporate Access team of 14 people, with associates based in North America (Los Angeles, New York, San Francisco), London and throughout Asia (Hong Kong, Mumbai, Singapore and Tokyo). The aim of the group is to act as a central point of contact within the firm and the coordinating body for all corporate access events, including bespoke field trips and site visits, sector-specific conferences, road shows and conference calls. This role requires liaising between Capital Group investment teams, corporates, third party IR firms, and the sell-side brokers organizing these interactions.
An exciting opportunity has arisen for someone to join the North America team reporting to the North America Head who in turn reports to the Global Head of Corporate Access. The Corporate Access specialist will be responsible for originating and managing events in their region and allocated sectors (primarily, Healthcare, and other sectors to be determined, as well as Latin America region). They will also be accountable for the technology solutions that track and record them. S/he will be responsible for the management of access to corporates, experts, and government entities; including on-and off-site meetings, site visits, conference calls, roadshows, investment conferences, and bespoke research trips.
Develop internal relationships with Investment Group associates to understand their investment philosophy and workflow in order to originate events
Actively follow sector analysts' responsibilities, meet with companies and to be comfortable recommending new companies for analysts to meet
Act as point of contact with company management teams (CEOs, CFOs, and other C-suite, Investor Relations, etc.) to request and secure meetings for our investment professionals, representing Capital Group in an appropriate and compelling manner, and ensuring a positive user experience
Build external relationships with corporate Investor Relations teams and third-party vendors
Ability to travel with the investment group to support offsite events and research trips originated; helping to deepen both internal and external relationships
Be prepared to manage some logistics associated with corporate access interactions if need be
Maintain data related to corporate access engagement, usage rates by investment teams in CorpAxe
Work collaboratively with partners across the organization, including Compliance, Meetings & Events, Research Services and Technology to ensure Corporate Access program is fully integrated into the broader Capital Group business
Coordinate closely with global corporate access teammates (based in US, London and Asia)
5+ years of financial services experience, and ideally, prior experience in Corporate Access, Investor Relations, research or related financial services
Sector knowledge of Healthcare (and other sectors to be determined) and/or regional knowledge of Latin America
Strong project/program management skills
A passion for Corporate Access and it's importance in the investment process
Exceptional communication skills, both written and verbal
Strong client/customer service orientation
Strong judgment and integrity & experience working with sensitive or confidential information
High degree of operational efficiency, ability to multi-task, and attention to detail
Ability to build strong working relationships with both internal and external stakeholders
Bachelor's degree required
Fluent English a prerequisite; fluency in additional languages (including Spanish &/or Portuguese) is an advantage
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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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.
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.
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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, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.