“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 Client Reporting Analyst Senior is a member of the Client Reporting team within Capital Group (CG) Global Client Services and has responsibility for ensuring that the highest standards of reporting to our European based Institutional and Financial Intermediary clients are consistently met. The role requires close collaboration with other CG teams, the ability to manage complex client requests, to handle multiple requests simultaneously and to develop automated reporting solutions where possible.
Primary responsibilities:
Oversight and delivery of all reports to our clients on a monthly and quarterly basis
Responsibility for assessing / confirming the reporting requirements for all new European clients, by participating in the regular client onboarding calls, by collaborating with other CG teams and by reviewing the relevant documentation
Implement automated solutions for standard, customised or bespoke client reports e.g., investment results, risk characteristics, fixed income, ESG positioning, breakdowns, and commentary
Management of the team inbox and workflow tools to ensure all client requests including ad-hoc ones are completed
Develop job aids to document new report production processes
Develop and manage vendor/outsourced partner relationships
Works closely with other members of the team
Contributes to the training of new joiners, serving as a positive role model for the entire team
Key competencies:
Strong client focus - ability to understand clients’ needs and priorities. Commitment to strive to deliver solutions that add to the client experience while balancing company-level goals
Strong written and oral communication skills
Strong numerical and quantitative analysis skills, with the ability to analyse and manipulate data and information
Demonstrates intellectual curiosity, analytical and critical thinking skills
Demonstrates agility and responsiveness in a fast-paced environment
Consistent attention to detail
Ability to operate independently and is self-motivated
Strong ability to collaborate and develop/maintain effective working relationships within CG at all levels and with external partners
Ensures the integrity of information in upstream systems, proactively identifying discrepancies, and partnering with relevant data owners in investigating and resolving the issues
Well organised with strong time management skills; ability to work in a fast-paced, high-volume environment whilst ensuring the delivery of consistently accurate results
Effectiveness in leading/facilitating a variety of meetings
Industry knowledge essential
Proficient in Word, PowerPoint, and advanced Excel skills
Preferred skills in Tableau, RPA, SQL, VBA and industry reporting tools e.g. Coric
Knowledge of regulatory reporting e.g., Solvency II preferred
5-7 years’ experience in a similar role preferred
“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.
Top Skills
What We Do
Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.
Why Work With Us
Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.
