Corporate Access Specialist

Posted 2 Days Ago
Be an Early Applicant
3 Locations
In-Office
99K-186K Annually
Senior level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
Manages corporate access events across the Americas, connecting investment professionals with corporate executives, investor relations teams, brokers, experts, and government entities. Responsibilities include originating meetings, coordinating conferences, roadshows, site visits, and research trips, maintaining engagement data, managing logistics, building stakeholder relationships, and collaborating with Compliance, Events, Technology, Sales, and global corporate access teams.
Summary Generated by Built In

“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 

" I can succeed as a Corporate Access Specialist at Capital."

 

The Global Corporate Access team has 14 people across North America (Los Angeles, New York, San Francisco), London and throughout Asia (Hong Kong, Mumbai, Singapore, and Tokyo). The aim of the group is to act as a central point of contact and coordinating body within the firm for all corporate access events, including bespoke field trips and site visits, sector-specific conferences, roadshows, and conference calls. This role requires liaising between Capital Group investment teams, corporates, third party IR firms, and sell-side brokers.

 

There’s an exciting opportunity for a Specialist to join the Americas team. This specialist will be responsible for originating and managing events in the Americas region and allocated sectors and curating access to corporates, experts, and government entities, including site visits, conference calls, roadshows, conferences, and bespoke research trips. 

 

Key Responsibilities:


  • Develop internal relationships with investment professionals to understand their investment philosophy and workflow in order to originate high-impact meetings and events.
  • Act as point of contact with company management teams (CEOs, CFOs, and other C-suite, Investor Relations, etc.) to secure meetings for our investment professionals, representing Capital Group in an appropriate and compelling manner, and ensuring a positive user experience.
  • Facilitate relationship-building opportunities for new analysts by guiding them with insights on company preferences.
  • Build external relationships with corporate Investor Relations teams, Brokers and third-party vendors.
  • Educate corporate stakeholders about Capital Group’s investment philosophy, to strengthen the firm’s brand and trust.
  • Travel with the investment group to deepen both internal and external relationships.
  • Partner with sector meeting planners and, where needed, coordinate logistics to ensure seamless execution of corporate access engagements.
  • Maintain data related to corporate access engagements and usage rates by investment teams in CorpAxe.
  • Work collaboratively with partners across the organization, including Compliance, Meetings & Events, Research Data Services and Technology and Sales.
  • Coordinate closely with global corporate access teammates (based in US, London and Asia).
  • Monitor team inbox.

 

 

“I am the person Capital’s looking for.”


  • You have a minimum of 5 years of experience in financial services, and ideally, experience in Corporate Access, Investor Relations, research or related financial services.
  • You have a bachelor’s degree; advanced degrees or certifications (e.g., CFA Foundations, Investor Relations Certificate) a plus.
  • You have exceptional written and verbal communication skills. Spanish language skills and knowledge of Latin American companies, markets, and government landscape are a plus.
  • You have strong project and program management skills, with demonstrated ability to manage multiple priorities and timelines in a fast-paced environment.
  • You have a passion for Corporate Access and understand its importance in the investment process.
  • You can engage confidently and build strong relationships with C-level executives and senior investment professionals.
  • You have a client-centric mindset with strong judgment, integrity, and experience handling confidential or sensitive information.
  • You’re proficient in Microsoft Suite programs, CorpAxe, and CapIQ.AI tools a plus.

“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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Southern California Base Salary Range: $99,484-$159,174

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San Francisco Base Salary Range: $116,015-$185,624

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New York Base Salary Range: $105,459-$168,734

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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.

Skills Required

  • Minimum 5 years of experience in financial services
  • Bachelor's degree
  • Exceptional written and verbal communication skills
  • Strong project and program management skills
  • Ability to manage multiple priorities and timelines in a fast-paced environment
  • Ability to build relationships with C-level executives and senior investment professionals
  • Client-centric mindset, strong judgment, integrity, and experience handling confidential or sensitive information
  • Proficiency in Microsoft Suite programs
  • Experience in Corporate Access, Investor Relations, research, or related financial services
  • Advanced degree or certifications such as CFA Foundations or Investor Relations Certificate
  • Spanish language skills and knowledge of Latin American companies, markets, and government landscape
  • Proficiency in CorpAxe
  • Experience with CapIQ.AI tools

Capital Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.

  • Retirement Support — Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
  • Strong & Reliable Incentives — Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
  • Inclusive Benefits Coverage — Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.

Capital Group Insights

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The Company
HQ: Los Angeles, CA
8,820 Employees
Year Founded: 1931

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.

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