Full-Time

Executive Office Analyst

Posted on 12/20/2024

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 range for New York: $113,270-$181,232; for Los Angeles: $104,776-$167,642.

Category
Project Management
Business Development
Business & Strategy
Requirements
  • BA or BS degree is required; MBA is a plus.
  • Minimum of 2-years of experience in financial services and ideally has experience being a part of an executive office.
  • 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.
Responsibilities
  • You will coordinate client engagements and relationship maintenance
  • Pre-meeting: Creation of briefing memos and talking points to include holistic relationship snapshot through tight collaboration with internal relationship teams.
  • During: Support meeting needs, including logistics and materials.
  • Post-meeting: Draft follow-up / thank you correspondence and manage the feedback loop to disseminate executive feedback to appropriate internal parties.
  • Ongoing outreach: Proactively suggest touchpoints for regular client connectivity.
  • You have experience in maintaining and monitoring 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.
  • You can provide a weekly summary of key global client developments and upcoming leadership engagements and solicit feedback on proposed future engagements.
  • You will 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.
  • You will liaise with the Enterprise Relationship Management team to relay executive focus areas for internal client review meetings.
  • You can assist with the creation of talking points for client and speaking events.

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. Their aim is to provide superior investment results while ensuring a strong commitment to client service.

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

INACTIVE