Corporate Access Specialist

Capital Group; San Francisco (CA); On-site; USD 116,000 - 186,000; Full time

Benefits offered by this job

Generous time-away & health benefits

2-for-1 charitable gifts matching

On-demand professional development

Job summary

Capital Group seeks a Corporate Access Specialist for the Americas region to originate and manage events, curating access to corporate executives, experts and government entities. You will liaise with investment teams, corporates, and sell-side brokers to secure meetings and ensure a seamless user experience.

You will develop relationships with investment professionals to understand their philosophy, coordinate meetings with company management, and support analysts with insights.

Qualifications

• Minimum 5 years in financial services or related fields.
• Experience in Corporate Access, Investor Relations, research or related.
• Bachelor's degree; advanced degrees or certifications are a plus.
• Strong written and verbal communication skills; Spanish is a plus.

Responsibilities

• Originate and manage events in the Americas region and sectors.
• Coordinate meetings with CEOs, CFOs and Investor Relations teams.
• Build relationships with corporate Investor Relations, Brokers and vendors.
• Educate stakeholders about Capital Group's investment philosophy.

Skills

Financial services

Corporate Access

Investor Relations

Project management

Relationship building

C-suite engagement

Microsoft Suite

Education

Bachelor's degree

CFA/IR cert a plus

Tools

CorpAxe

CapIQ

Job description

\"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 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.

Southern California Base Salary Range: $99,484-$159,174San Francisco Base Salary Range: $116,015-$185,624New York Base Salary Range: $105,459-$168,734

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.