Enterprise Relationship Management - Senior Analyst

“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 

The Enterprise Relationship Management (“ERM”) team focuses on building and maintaining relationships Capital Group’s largest, multifaceted business relationships. The team works closely with Capital Group’s senior leadership across businesses and functions to enhance firm-wide client strategy, maximize value of our relationships, and deliver a superior client experience for select set of global financial institutions.

We are looking for a highly motivated and dynamic senior analyst to join the ERM team in London and contribute to growing and deepening our relationships with key global and European and Asian partners.

Primary responsibilities/essential functions

The successful applicant will work with the ERM Relationship Manager in London to deepen ongoing connectivity with partner firms’ senior relationship management teams, frequently engage with internal stakeholders to advance business priorities and possess a continuous improvement mindset to enhance how the team operates. The role’s regular responsibilities will include preparing partner plans on key accounts, drafting briefing notes for senior management engagements, researching client financials and press releases for relevant insights, joining client meetings, and actioning meeting follow-ups. Given the high-profile nature of the team and role, there will also be frequent projects related to client strategy and events. Time will be split between external and internal initiatives, including:

External facing:

• Join and prepare the agenda for recurring relationship calls to share updates on the firm-wide Capital Group relationship with key global clients.

• Support the coordination of high-impact strategic leadership engagements designed to discuss mutually important industry and business topics to materially advance the relationship across key verticals.

• Partner with internal groups across the Europe and Asia Client Group to deliver CG’s firm-wide initiatives and strategy, particularly where these intersect with top global partners.

• Over time, become a contributor during partner meetings, and build relationships with junior RMs at key firms.

• Assist in raising Capital Group’s profile among key global clients as a trusted advisor, portfolio solutions provider, and a “first call” (for all needs, opportunities, and challenges).

Internal facing:

• Drive the creation of globally cohesive client strategy for key accounts, which includes:

  • Creating and owning enterprise partner plans / engagement roadmaps.

  • Creating and maintaining relationship org charts to drive executive engagement strategy

  • Conducting client research on client’s long-term business priorities and objectives through leveraging industry research, listening to investor calls, and connecting with CG’s firm analysts to understand how to position CG as partner.

  • Supporting formal relationship reviews and partner planning routines.

• Socialize the client strategy and depth/breadth of the relationship with key stakeholders, through:

  • Regularly engaging with partners across sales, investment operations, trading, and the investment group to share updates on key client initiatives and developments.

  • Maintaining informal regular dialogue on key initiatives/projects across the firm, building relationships with junior resources across Europe/Asia client group, and when relevant North America.

  • Disseminating notable news alerts and earnings updates on key ERM accounts.

• Support CG executive engagement strategy across key accounts, including:

  • Preparing talking points and relationship snapshots for Capital Group executives in preparation for client meetings

  • Identifying client coverage gaps and proposing new introductions to CG leadership

  • Supporting the planning of several high-profile client events and summits throughout the year

Skills/qualifications

• BA or BS degree is required; CFA / MBA is a plus.

• Minimum of 2 years financial services industry experience.

• Relationship management experience preferred.

• Knowledge of financial markets and experience with sales and trading operations and/or time spent working at an asset manager.

• Proficient knowledge of client engagement strategies and tactics.

• Experience working in a fast-paced environment that is characterized by innovation, collaboration, communication, iteration, and speed.

• Demonstrates business acumen and professional maturity in working with all levels of associates.

• Demonstrates ability to initiate, develop, collaborate, and maintain good working relationships

• Demonstrates intellectual curiosity and analytical thinking in areas of high complexity.

• Excellent communication skills, both oral and written.

• Strong PowerPoint, Word, Excel skills.

• A critical eye for detail and strong ownership for work quality.

• High energy and enthusiasm to influence groups and senior associates.

• Comfort working with AI tools and solutions to enhance workflow and processes.

“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.