Full-Time

Executive Office Analyst

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Compensation Overview

$104.8k - $181.2kAnnually

+ Annual Performance Bonus + Profitability Bonus + Retirement Plan Contribution

Junior, Mid

Los Angeles, CA, USA + 1 more

More locations: New York, NY, USA

Base salary ranges are provided for both Los Angeles ($104,776-$167,642) and New York ($113,270-$181,232).

Category
Project Management
Business Development
Business & Strategy

You match the following Capital Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • BA or BS degree is required; MBA is a plus.
  • Demonstrates exceptional executive presence and ability to navigate a complex organization with ease.
  • Demonstrates strong communication skills – written and verbal – with a strength in synthesizing information and presenting it in a distilled manner both in-person, virtually and in written form.
  • Ability to engage and balance a diverse set of stakeholders, build long-term relationships, and create a collaborative and approachable environment, especially when working across departments globally or time sensitivity.
  • Demonstrates superior organizational and planning skills with meticulous work product.
  • Nimbly adapts to change and demonstrates a high degree of agility and flexibility when balancing time sensitive priorities.
  • Demonstrates strong analytical skills, resourcefulness, and results oriented.
  • Applies strong judgment and proper discretion when handling highly sensitive information.
  • Minimum of 2-years of experience in financial services and ideally has experience being a part of an executive office.
Responsibilities
  • Coordinate client engagements and relationship maintenance.
  • Create briefing memos and talking points to include holistic relationship snapshot through tight collaboration with internal relationship teams.
  • Support meeting needs, including logistics and materials during meetings.
  • Draft follow-up / thank you correspondence and manage the feedback loop to disseminate executive feedback to appropriate internal parties post-meeting.
  • Proactively suggest touchpoints for regular client connectivity.
  • Maintain and monitor lists of strategic client contacts to ensure regular outreach and relationship upkeep, including ad-hoc client outreach to express appreciation for relationship growth and/or check-in on the relationship.
  • Provide a weekly summary of key global client developments and upcoming leadership engagements and solicit feedback on proposed future engagements.
  • Manage executive trip planning and collaborate with relationship managers to prioritize meetings for U.S. and global trips, develop trip packets with pertinent insights on client/partner meetings and competitor meetings, track external client engagements and maintain a calendar of executive global travel.
  • Liaise with the Enterprise Relationship Management team to relay executive focus areas for internal client review meetings.
  • Assist with the creation of talking points for client and speaking events.
Desired Qualifications
  • MBA is a plus.

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well, backed by thorough research and individual accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has maintained its goal of improving people's lives through successful investing for over 90 years.

Company Size

5,001-10,000

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR introduces innovative hybrid investment solutions.
  • Expansion in Greater China strengthens Capital Group's Asian market presence.
  • Entry into cryptocurrency with Metaplanet stake shows adaptability to new markets.

What critics are saying

  • Employment scams could harm Capital Group's reputation and trust.
  • Regulatory approval delays may impact new fund launches with KKR.
  • Cryptocurrency market volatility poses financial risks for Capital Group.

What makes Capital Group unique

  • Capital Group's 90-year history showcases its long-term investment expertise.
  • The firm manages over $2 trillion, indicating significant market influence.
  • Capital Group's global presence spans Europe, Asia, Australia, and the Americas.

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Benefits

401(k) Retirement Plan

Performance Bonus

Company News

PRmoment
Jan 13th, 2025
Himanshu Raj Named VP-Communications at Renewable Energy Producer major, Juniper Green & Experion

Himanshu Raj has been appointed vice president of communications for Juniper Green Energy and Experion Developers, subsidiaries of AT Capital Group.

Coinpedia
Jan 10th, 2025
Capital Group Takes $2.3 Trillion Stake In Metaplanet

Capital Group, managing over $2.3 trillion in assets, has taken a significant step into crypto by acquiring a 5% stake in Metaplanet.

The Recursive
Jan 8th, 2025
Money Talks, But Do You? Communication Lessons For Fintech Founders

Recent news of a16z-backed fintech startup closing doors after failing to find a buyer proves just how tough is current environment for fintech startups. The fintech landscape got crowded, and startups have to work that much harder to stand out from the crowd.According to Crunchbase data, global venture funding in Q3 2024 decreased by 16% compared to the previous quarter and 15% in a year-over-year perspective. If this trend holds, in 2025, fintech founders are likely going to face even greater challenges when competing for investments. Success will hinge on more than just launching good products or having reasonable roadmaps; businesses will have to put more effort into adopting communication strategies that resonate with investors and consumers and position them in a favourable light.How can that be done, you might ask? Well, let’s take a look at some practical examples.1. Personalisation and founder-focused brandingInvestors today look beyond just your product offering; they want to understand the people behind the project. Given the ongoing economic turmoil, they must be careful about choosing where to put their money, and a compelling founder story can make all the difference when trying to secure funding

Plan Adviser
Dec 13th, 2024
RIAs Face Talent Crunch, Schwab Reports

Cowan joins Beacon Pointe from Capital Group, where he served as a regional vice president and retirement plan counselor.

Beacon Pointe
Dec 9th, 2024
Beacon Pointe Advisors Welcomes Greggory Cowan as Retirement Plan Business Consultant

Gregg joins Beacon Pointe from Capital Group, where he served as their Regional Vice President and Retirement Plan Counselor.