Contributing to new business asset growth and supporting the retention of Capital Group’s existing clients by completing Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs) on Capital Group’s organization and investment products requested by clients and prospects.
Primary responsibilities/essential functions:
-
Prepares and reviews responses to RFPs, RFIs and DDQs
-
Independently creates and develops written content to describe our investment philosophy and process across Capital Group strategies and accountable for ensuring responses are accurate, timely and appropriate from a legal and compliance perspective.
-
Utilizes our internal databases of approved information and language (Qvidian) and coordinates closely with the team’s global content manager to enhance and ensure optimal information for use across RFPs, RFIs and DDQs
-
Monitors in-coming requests and is proactive in responding to requests and problem solving more complex issues as needed.
Builds and fosters relationships internally to ensure consistent external responses and messaging.
-
Coordinates and facilitates RFP kick-off calls to review request requirements and understand client needs.
-
Partners with Europe based RFP writers to complete RFP requests originating from either Asia or Europe.
-
Partners with Sales teams to formalize strategy on response to complex requests.
-
Partners with internal groups such as Sales/Distribution teams, Product, Investment Operation teams, ESG, Marketing Communications/Investment Writers to gather information for responses and accurately reflect processes and information requests.
-
Works with Legal and Compliance to maintain business standards and compliance related requirements.
Keeps abreast of internal product launches and strategy developments.
-
Assesses impact to content to ensure it is accurately written and information is consistently represented.
-
Collaborates with project teams, investment specialists and other internal associates on new product initiatives and ad-hoc inquiries to develop content for use in RFPs.
Interprets information and statistical data.
-
Gathers and interprets investment-related information/statistics from databases and internal systems, analyze and determine data on how to best respond to complex client requests.
-
Identifies and offers recommendations for resolution of data discrepancies and provides process improvement suggestions based on analysis of practices and trends.
-
Ensures consistency with consultant/third party database information, and provides expertise to the Investment Databases team, as needed.
-
Leads, participates and/or coordinates in, or acts as the subject matter expert for team projects, or cross functional projects that may be part of a broader initiative.
-
Researches, gathers data, prepares project materials and presents project information.
Serves as a positive role model and over time serve as a mentor for other junior RFP associates.
-
Serves as the subject matter expert to the business for RFI/RFP/DDQ related information.
-
Participates in the training of other associates and identifies training needs. Collaborates with manager to recommend enhancements to training plans and departmental improvements.
-
Performs additional responsibilities as assigned.
Business & Technical Skills:
-
Demonstrates an in-depth knowledge of investment strategies and general portfolio statistics and ability to analyze data and information.
-
Demonstrates in-depth knowledge of industry tools and applications.
-
Demonstrates ability to lead and manage projects within the team.
-
Demonstrates proven numerical ability and experience with quantitative submissions.
-
Demonstrates strong computer skills (Word, PowerPoint and Excel).
-
Demonstrates a high level of intellectual curiosity, critical thinking and problem-solving skills particularly the ability to respond and escalate in areas of complexity.
-
Demonstrates excellent writing skills and command of grammar.
-
Demonstrates strong attention to detail and organizational skills.
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 Canada and 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.
