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Fee Analyst

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Date: Sep 10, 2017

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  8942
Experience Level: Professional 
Other Location(s): Los Angeles (CA)   

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

Global Client Services is a department within Capital Group’s Investment Operations organization. With offices in Los Angeles, New York, Toronto, London, Singapore, and Tokyo, Global Client Services supports Capital Group’s institutional clients, prospects and intermediaries, institutional marketing, and sales/distribution teams. Our mission is to deliver a superior client experience and enable the distribution of Capital Group’s investment services globally. We are continually streamlining processes and activities to better serve the distribution groups, so they can focus their efforts on Capital Group's sales goals. There are seven functional teams within Global Client Services: Request for Information/Request for Proposal, Global Client Activity, Client Service, Information Management, Emerging Markets Growth Fund, Global Project Management, and Global Fee Consulting.

 

As a Fee Consulting Analyst based in Los Angeles, CA you will work independently on standardized and recurring assignments under the direct supervision of more senior staff. As a member of the Global Fee Consulting team, you will be a part of the group that provides fee quotes and support on all fee related matters. You will review and manage Capital Group’s global fee policy across all offerings. The scope of your role will encompass fee related information in marketing materials, new business books, contracts, and investment management agreements. 

 

Responsibilities:

 

  • Develop hypothetical fee calculations and comprehensive marketing materials 
  • Provide cross-regional guidance and recommendations to internal/external clients
  • Perform competitive research to benchmark current fee structures
  • Pinpoint issues and identify new opportunities, develop and prepare detailed analyses, present findings and recommend course of action to senior business leaders and various management committees

 

Qualifications:

 

  • Bachelor's degree required
  • 3+ years of progressive experience in the investment management industry with direct, in-depth knowledge of fees and pricing
  • Demonstrated achievements related to mandates, investment vehicle structures, investment management fees, third party costs, competitive landscapes, reporting and regulatory environments
  • Proven success leading teams and managing projects 
  • Experience with identifying, assessing, and responding to escalated risks and/or potential risks
  • Confidence in analyzing complex/large amounts of data in tools such as Microsoft Excel
  • High degree of accuracy and attention to detail
  • Ability to work flexible hours and/or overtime as needed

 

Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 


Nearest Major Market: Los Angeles

Job Segment: Consulting, Pre-Sales, RFP, Project Manager, Technology, Research, Sales

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