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

Rolesummary

The EquitySpecialist is a leadership role (manager-equivalent)in the global RFP function.

TheEquitySpecialistis an experienced sole contributorworking closely with RFP team members, otherGlobal 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 requestsfor CG’s equity strategies

TheEquitySpecialistis a resource for allGCSteams tooptimizetheclient experience,supportingbothexisting service, clientretentionandnew businessefforts

Primary responsibilities/essential functions

Content and dataexpert for coverage area (equities);Facilitatesproduction excellence as internal SME and escalation point

• Accountableforensuringoptimalwritten content related toCG’s equityinvestment strategies andor operational processesrelated to equity products

• Serves as expert on statistical data forCG’s equity strategies

• Responsible for providinginput and oversight ofinvestment-relatedcontent,forRFPs and Due Diligence requests in conjunction with RFPwriters,andprovidesinput and oversight of investment-related statistical data and narrative content reported in consultant/third party databases in conjunction with the Investment Database team.

ChangeChampionand Driving Fluency for RFP/GCS

• Embraces continuous improvement mindset to find efficiency and enhancement opportunities for content, data sources,processesor technology in assignedarea

• RepresentsGCSin any relevant strategic initiatives and /or process leadership opportunities.

• Anticipates future business needs andidentifiesopportunities to enhance the team’s operations and processeswithin their domain area. Continuouslyacquiresand evolves knowledge to be recognized as a thought leader within their domain area.

Leadershipand Engagementwith partner teams/stakeholders

• Coaches andmentorsthe broader team

• Proactivelyidentifiesknowledge gaps andleadsany education/training needed

• Modelsour core values and contributesto acultureof excellence

• Engages with cross-functional key stakeholders toidentifyanddrive neededchanges to enhance business and technology processes.

• Partners withdistribution, investmentservicesand leadership committeesto formalize strategy on responsesto complex requestsand initiatives

• Collaborates withteams across the organization to developexpertiseand accurately reflectfirm,strategyand operational processes in information requests.

• Performsadditionalresponsibilities,as assigned.Support ad hoc projects, as and whenrequired, in addition to core responsibilities

Business & Technical Skills

• Demonstrates initiative byidentifyingissues 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,ambiguityand diversity.

• Demonstrates effectiveness in leading/facilitatinga variety of meetings.

• Demonstratesabilityto manage projects.

• Demonstrates in-depth knowledge ofinstitutional and retail investment strategiesand 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 itsobjectives

• 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.

• OptimizesWork 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 anyinitiativesrelated to assigned area.

Working conditions

• N/A—this roledoesn’trequire any environmental conditions inherent to the job that would be considered outside of anormal 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.‎

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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.

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.