“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
Role summary
The Equity Specialist is a leadership role (manager-equivalent) in the global RFP function.
The Equity Specialist is an experienced sole contributor working closely with RFP team members, other Global Client Services (GCS) teams, global asset class services and product teams, global distribution, operational teams and any other relevant business areas to recommend messaging for use in requests for information, new business proposals, due diligence and ad hoc requests for CG’s equity strategies.
The Equity Specialist is a resource for all GCS teams to optimize the client experience, supporting both existing service, client retention and new business efforts.
Primary responsibilities/essential functions:
Content and data expert for coverage area (equities); Facilitates production excellence as internal SME and escalation point:
Accountable for ensuring optimal written content related to CG’s equity investment strategies and/or operational processes related to equity products.
Serves as expert on statistical data for CG’s equity strategies
Responsible for providing input and oversight of investment-related content, for RFPs and Due Diligence requests in conjunction with RFP writers, and provides input and oversight of investment-related statistical data and narrative content reported in consultant/third party databases in conjunction with the Investment Database team.
Change Champion and Driving Fluency for RFP/GCS:
Embraces continuous improvement mindset to find efficiency and enhancement opportunities for content, data sources, processes or technology in assigned area.
Represents GCS in any relevant strategic initiatives and /or process leadership opportunities.
Anticipates future business needs and identifies opportunities to enhance the team’s operations and processes within their domain area. Continuously acquires and evolves knowledge to be recognized as a thought leader within their domain area.
Leadership and Engagement with partner teams/stakeholders:
Coaches and mentors the broader team.
Proactively identifies knowledge gaps and leads any education/training needed.
Models our core values and contributes to a culture of excellence.
Engages with cross-functional key stakeholders to identify and drive needed changes to enhance business and technology processes.
Partners with distribution, investment services and leadership committees to formalize strategy on responses to complex requests and initiatives.
Collaborates with teams across the organization to develop expertise and accurately reflect firm, strategy and operational processes in information requests.
Performs additional responsibilities, as assigned. Support ad hoc projects, as and when required, in addition to core responsibilities.
Business & Technical Skills
Demonstrates initiative by identifying issues and recommending solutions.
Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders.
Demonstrates sound judgment in resolving complex matters.
Demonstrates intellectual curiosity and analytical skills in areas of high complexity, ambiguity and diversity.
Demonstrates effectiveness in leading/facilitating a variety of meetings.
Demonstrates ability to manage projects.
Demonstrates in-depth knowledge of institutional and retail investment strategies and the investment management industry.
Solid understanding of the RFP production process.
Competencies
Builds Networks – Effectively builds formal and informal relationship networks inside and outside the organization.
Drives Engagement – Creates a climate where people are motivated to do their best to help the organization achieve its objectives.
Ensures Accountability – Holds self and others accountable to meet commitments.
Situational Adaptability – Adapting approach and demeanor in real time to match the shifting demands of different situations.
Balances Stakeholders – Anticipates and balances the needs of multiple stakeholders.
Courage – Steps up to address difficult issues, says what needs to be said.
Optimizes Work Processes – Knows the most effective and efficient processes to get things done, with a focus on continuous improvement.
Business Insight – Applies knowledge of business and the marketplace to advance the
organization’s goals.
Creating New and Different – navigating new processes or products, ensuring required new or enhanced content is planned for proactively, taking ownership to become the SME within GCS for any initiatives related to assigned area.
Working conditions
N/A — this role doesn’t require any environmental conditions inherent to the job that would be considered outside of a normal office environment.
“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.
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.
