Corporate Access Specialist

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Date: Dec 4, 2018

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  26883
Experience Level:  
Other Location(s): N/A   

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

 

Given the increasing importance of Capital Group’s ability to directly strengthen our corporate partnerships, we recently appointed a Global Head of Corporate Access to design, implement, and lead a robust and innovative Corporate Access program. We are now looking to build out our Corporate Access function and hire a team of specialists in Los Angeles, London and Hong Kong. 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 and the sell-side brokers organizing these interactions.

 

The Corporate Access specialist will be responsible for originating and managing events in their region, and also be accountable for the technology solutions that will be implemented to 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. 

 

Key Responsibilities:

  • 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, sell-side Corporate Access Desks, and third party vendors
  • Develop internal relationships with Investment Group associates to understand their investment philosophy and workflow
  • Manage logistics associated with corporate access interactions
  • Maintain data related to corporate access engagement, usage rates by investment teams, and broker scorecards
  • 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 Los Angeles, London and Hong Kong)


Qualifications:

  • 3 to 5+ years of financial services experience, and ideally, prior experience in Corporate Access, Investor Relations or related financial services
  • Strong project/program management skills
  • Exceptional communication skills, both written and verbal
  • Strong client/customer service orientation
  • Strong judgment and integrity
  • 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
  • Experience working with sensitive or confidential information
  • Specific experience in corporate access execution or conference coordination also desirable
  • Bachelor’s degree required
  • Fluent English a prerequisite; fluency in additional languages is an advantage

 

Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 
 
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. 


Nearest Major Market: Los Angeles

Job Segment: User Experience, Research, Technology