Role summary:

Works independently on written client/intermediary requests for information, due diligence and new business requests, team projects, ad hoc requests and recurring assignments and under the direct supervision of more senior staff on complex projects, analyses and tasks. Provides quantitative and qualitative information about Capital Group's (CG) institutional investment strategies including separate accounts and funds to internal associates, intermediaries, clients and prospects. Responsible for creating an accurate presentation of CG's investment strategies by gathering and developing written content and information to complete responses to requests for information (RFI), due diligence requests (DDQs) and requests for proposals (RFP). Identifies opportunities to improve content, streamline processes and may participate in RFP and departmental projects.

• Researches and gathers information needed to fulfill RFIs, RFPs and due diligence requests. Collaborates with senior associates on more complex requests.
• Creates and develops written content to describe our investment philosophy and process across CG strategies and accountable for ensuring responses are accurate, timely and appropriate to send externally.
• Reviews in-coming requests and requirements, coordinating with senior associates and managers, as needed, to handle all aspects of our written responses.
• Helps to maintain our internal databases of approved information and language (RocketDocs) and coordinates closely with the team's global content manager to enhance and maintain information for use across RFIs, DDQs and RFPs.
• Monitors incoming requests and is proactive in responding or collaborating with manager and/or team members to assign as needed. Builds and fosters relationships internally to ensure consistent external responses and messaging.
• Coordinates and facilitates RFP kick-off calls to review requirements and understand client needs.
• Partners with Sales teams to formalize strategy on responses and gather feedback on content improvements.
• Collaborates with internal groups such as Sales/Produc teams, ESG, Accounting, Global Investment Control, and Marketing Communications/Investment Writers to gather information for responses to requests as needed.
• Works with Legal and Compliance to maintain business standards and compliance related requirements.
• Keeps abreast of internal product launches and strategy developments. Assesses impact to content to ensure information is consistently represented. Gathers information and statistical data.
• Gathers statistical data and information relating to investment strategies from databases and internal systems.
• Identifies and resolves data discrepancies, escalating when appropriate.
• Interprets investment related information/statistics, analyzing data and trends that impact responses.
• Stays abreast of industry best practices and due diligence/RFP trends.
• Determines how to best respond to client requests based on questions asked and available data compiled from approved internal sources. May include basic calculation such as averages and ranges of historical data.
• Ensures consistency with consultant/third party database information, and provides expertise to the Investment Information Services team, as needed.
• Records information related to requests for workload tracking and metrics reporting. Works with manager to prioritize client/intermediary requests to ensure timely responses based on the relationship and the type of request. May lead and/or participate in team projects.
• Coordinates, participates in, or acts as a resource for team projects, or cross functional projects that may be part of a broader initiative.
• Researches, gathers data, prepares project materials and presents project information. Collaborates with manager and others on departmental improvements.
• Continuously examines processes in order to increase efficiency. Participates in the training of other associates. Serves as a general resource to the business for RFI/RFP/DDQ related information.
• Responsible for responding to recurring and ad-hoc report requests.
• Performs additional responsibilities as assigned.
  
  Business & Technical skills:
• Demonstrates working knowledge of investment strategies and general portfolio statistics and ability to apply it to work assignments.
• Demonstrates working knowledge of industry tools and applications (e.g. RocketDocs, Tableau).
• Demonstrates ability to lead and manage projects within the team.
• Demonstrates proven numerical ability and experience with quantitative submissions.
• Demonstrates strong computer skills (Word, PowerPoint and Excel).
• Demonstrates a high level of intellectual curiosity and analytical skills particularly in areas of complexity.
• Demonstrates excellent writing skills and command of grammar.
• Demonstrates high attention to detail, strong organizational skills and ability to work independently as well as part of a team.
• Demonstrate ability to handle multiple priorities in a deadline driven environment.
• Demonstrate ability to balance periods of high work volumes with high degree of accuracy.
• Displays critical thinking and problem solving skills in areas of complexity.