Corporate Access Specialist

“I can succeed as a Corporate Access Specialist at Capital.”

 

The Global Corporate Access team has 14 people across North America (Los Angeles, New York, San Francisco), London and throughout Asia (Hong Kong, Mumbai, Singapore, and Tokyo). The aim of the group is to act as a central point of contact and coordinating body within the firm for all corporate access events, including bespoke field trips and site visits, sector-specific conferences, roadshows, and conference calls. This role requires liaising between Capital Group investment teams, corporates, third party IR firms, and sell-side brokers.

 

There’s an exciting opportunity for a Specialist to join the Americas team. This specialist will be responsible for originating and managing events in the Americas region and allocated sectors and curating access to corporates, experts, and government entities, including site visits, conference calls, roadshows, conferences, and bespoke research trips. 

 

Key Responsibilities:

• Develop internal relationships with investment professionals to understand their investment philosophy and workflow in order to originate high-impact meetings and events.
• Act as point of contact with company management teams (CEOs, CFOs, and other C-suite, Investor Relations, etc.) to secure meetings for our investment professionals, representing Capital Group in an appropriate and compelling manner, and ensuring a positive user experience.
• Facilitate relationship-building opportunities for new analysts by guiding them with insights on company preferences.
• Build external relationships with corporate Investor Relations teams, Brokers and third-party vendors.
• Educate corporate stakeholders about Capital Group’s investment philosophy, to strengthen the firm’s brand and trust.
• Travel with the investment group to deepen both internal and external relationships.
• Partner with sector meeting planners and, where needed, coordinate logistics to ensure seamless execution of corporate access engagements.
• Maintain data related to corporate access engagements and usage rates by investment teams in CorpAxe.
• Work collaboratively with partners across the organization, including Compliance, Meetings & Events, Research Data Services and Technology and Sales.
• Coordinate closely with global corporate access teammates (based in US, London and Asia).
• Monitor team inbox.

 

 

“I am the person Capital’s looking for.”

• You have a minimum of 5 years of experience in financial services, and ideally, experience in Corporate Access, Investor Relations, research or related financial services.
• You have a bachelor’s degree; advanced degrees or certifications (e.g., CFA Foundations, Investor Relations Certificate) a plus.
• You have exceptional written and verbal communication skills. Spanish language skills and knowledge of Latin American companies, markets, and government landscape are a plus.
• You have strong project and program management skills, with demonstrated ability to manage multiple priorities and timelines in a fast-paced environment.
• You have a passion for Corporate Access and understand its importance in the investment process.
• You can engage confidently and build strong relationships with C-level executives and senior investment professionals.
• You have a client-centric mindset with strong judgment, integrity, and experience handling confidential or sensitive information.
• You’re proficient in Microsoft Suite programs, CorpAxe, and CapIQ.AI tools a plus.

“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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Southern California Base Salary Range: $99,484-$159,174

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San Francisco Base Salary Range: $116,015-$185,624

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New York Base Salary Range: $105,459-$168,734

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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.