RFI RFP Manager

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Date: Nov 25, 2018

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  23861
Experience Level: Professional 
Other Location(s): N/A  
Relocation offered: Yes
Travel required: None

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.

 

Global Client Services is part of Capital Group’s Investment Operations organization, with offices in Los Angeles, London, Singapore, and Tokyo. We service Capital’s institutional clients, prospects and intermediaries, and support institutional sales and distribution teams. Our mission is to deliver a superior client experience and enable the distribution of Capital Group’s investment services globally.

 

As an RFP Manager based in Los Angeles, CA you will lead a team of associates responsible for responding to requests for firm and product due diligence and new business proposals in support of the institutional and intermediary sales and service effort in North America.  You will manage the day to day operations of your team of Writers including the assignment and overall workflow/review process and the performance and development your associates.  You will partner with Global colleagues to set the strategic direction for our department. You will interact with various internal stakeholders (Operations teams, Distribution, Investment Services, Product teams, Legal/Compliance) to anticipate future business needs, identify opportunities to enhance capabilities and services, and develop and execute on action plans. 

 

Responsibilities:

  • Manage the overall workflow processes including the RFI, Due Diligence, and RFP assignments and deliverables
  • Maintain a strong understanding of Capital Group’s investment strategies and the institutional and intermediary business channels, while ensuring that global work processes and deliverables support the needs and priorities of Distribution teams and clients.
  • Assist stakeholders with evaluating the suitability of investment strategies for new business requests
  • Maximize efficiency and use of technology, while creating a culture of innovation
  • Develop a team which leverages industry best practices, optimizes business processes, and manages risk with a focus on continuous improvement.
  • Lead projects, process improvements, and strategic initiatives

 

Qualifications: 

  • Bachelor's degree required
  • 8+ years of financial services experience
  • 3+ years directly managing a team (RFP experience preferred)
  • Deep knowledge of the investment management business, asset classes, investment products, vehicles and regulatory requirements
  • Working knowledge of industry tools and applications (e.g. PMAPS, eVest, Morningstar)
  • Skilled at fostering positive, collaborative working relationships with business partners
  • High level of intellectual curiosity and analytical skills along with ability to problem solve, balance stakeholder needs, and navigate ambiguity 
  • Ability to identify, assess, respond to and escalate risk/potential risk

 

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: Pre-Sales, RFP, Research, Sales