Role summary:
Works in conjunction with more experienced associates on information requests, ad hoc inquiries and recurring assignments which are both standardized and customized. Researches quantitative and qualitative information about Capital Group's (CG) investment strategies including separate accounts and funds, and then responds to existing clients and prospects, including intermediaries and consultant firms, as well as internal associates. Gathers information from internal / external databases and systems to support team requests. May work with other business groups to gather information and develop content related to the investment process and operational practices in response to requests for information (RFI), due diligence requests (DDQs) and requests for proposals (RFP), with oversight of more senior staff.
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Primary responsibilities/essential functions:
- Researches and gathers standard information for basic requests and works with more senior associates to fulfill more complex RFIs, RFPs, DDQs, and ad hoc requests.
- Helps to prepare responses to in-coming requests, working with more senior associates to ensure all aspects of our responses are completed and accurate.
- Helps to maintain and develop our internal databases of approved responses (Qvidian) and coordinates closely with more senior staff and the team's global content manager to maintain information for use across RFIs, RFPs and DDQs.
- Ensure Information DB (eVestment) is properly updated on a monthly and quarterly basis and liaise with the Information DB team as needed.
- Gathers standard information and statistical data.
- Gathers statistical data and information relating to investment strategies from external / internal databases and systems.
- Solicits recommendations on how to best respond to client requests based on questions asked and available data compiled from approved internal sources.
- Records information related to requests for workload tracking and metrics reporting.
- May participate in team projects.
- Researches, gathers data, helps prepare and support project tasks and may present project information.
- Serves as a general resource to the business for firm and investment strategy related information.
- Responsible for responding to standard recurring and ad-hoc report requests.
- Escalates unique requests where data is not readily available to content manager or more experienced associates.
- Performs additional responsibilities as assigned.
Business & Technical Skills:
- Demonstrates strong Microsoft Office related skills such as Excel, Word and PowerPoint. VBA and other applications are nice-to-have.
- Demonstrates attention to detail, organizational skills and ability to work independently as well as part of a team.
- Demonstrates ability to handle multiple priorities in a deadline driven environment.
- Demonstrates ability to balance periods of high work volumes with high degree of accuracy.
- Demonstrates intellectual curiosity and analytical skills.
- Displays critical thinking and problem-solving skills.
- Demonstrates an introductory knowledge of investment strategies and general portfolio statistics and ability to apply it to work assignments.
- Demonstrates introductory knowledge of industry tools and applications (e.g. Qvidian).
Competencies:
- Communicates Effectively - Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Collaborates - Builds partnerships and works collaboratively with others to meet shared objectives.
- Drives Results - Consistently achieving results, even under tough circumstances.
Working conditions:
- In principle, employment is for a fixed term until November 2025..
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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.