Investment Group Assistant

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

“I can influence my income.” 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. 

“I can lead a full life.” 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. 

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options 

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love 

• Access on-demand professional development resources that allow you to hone existing skills and learn new ones 

"I can succeed as a Investment Group Assistant at Capital Group."

The IG Support Coordinator serves as a trusted partner to investors, helping strengthen the investment process through proactive coordination, relationship management, anticipation of investor needs, workflow optimization, and technology adoption. The role focuses on creating greater investor capacity and effectiveness by leveraging emerging AI tools, facilitating high-value interactions with corporates and external providers, supporting investment team committee coordination, and enabling information flow across the Capital System. As a trusted partner, the IG Support Coordinator helps strengthen connectivity across the unit by improving operating efficiency, supporting effective prioritization, and contributing to collaborative problem solving.

Key Responsibilities

• Helps create investor capacity by coordinating complex logistics, improving workflows, enabling information flow, and supporting timely access to internal and external stakeholders.

• Act as a connector across the Capital System, facilitating collaboration and information sharing among investors, Corporate Access, METS, Technology, Sales, and other teams.

• Independently resolve service issues, using sound judgment, , and structured problem-solving to deliver consistent, high-quality support

• Proactively manage complex scheduling, travel, and logistical requirements requiring sound judgment and discretion, while ensuring alignment with investor priorities.

• Build and maintain strong relationships with external providers and corporate contacts, serving as a trusted point of coordination to keep Capital’s investors top of mind for access.

• Coordinate investor interactions with corporates, external research providers, industry experts, sales teams, and other key stakeholders to support investment decisions and client outcomes.

• Organize investment group calls and committee meetings, ensuring efficient scheduling, planning, material preparation, and execution.

• Leverage AI and emerging technologies to improve meeting preparation, information synthesis, workflow automation, and operational efficiency across the investment ecosystem.

• Build proficiency in AI and digital tools, to further support innovative IGA workflow use cases and their adoption across the team.

• Strengthen team capability and the future-state support model by sharing best practices, supporting peer learning, and contributing to projects, recruiting, and initiatives that foster a culture of innovation and operational excellence.

“I am the person Capital Group is looking for”

• 5+ years of administrative or operational experience

• Strong attention to detail with a consistent track record of high-quality output & effective problem solving

• Clear and professional communication skills

• Ability to manage multiple tasks and stakeholder priorities

• Uses feedback as an opportunity to demonstrate learning agility and adaptability

• Strong service mindset with a focus on responsiveness and teamwork

• Excel at using technology, systems, and AI tools to complete work and drive operational efficiencies (familiarity with Concur, FactSet, Microsoft suite and Copilot preferred)

Why Join Us

• Work in a team-oriented environment with an opportunity to help drive operational efficiencies

• Gain exposure to Capital Group’s collaborative culture

• Be part of a role designed to help strengthen the investment process and investor capacity, through relationship building, efficient coordination, enhanced information flow, and adoption of AI technologies.

“I can apply in less than 4 minutes.”  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

“I can learn more about Capital Group.”  

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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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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 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.