Enterprise Relationship Management - Senior Analyst
Core
Senior analyst supporting the Enterprise Relationship Management team to build and maintain relationships with Capital Group's largest global financial institution clients.
Role type
Senior IC relationship management analyst
Builds
Enterprise partner plans, engagement roadmaps, briefing notes, and client strategy for key global accounts
Domain
Asset management / Financial services
Required skills
Financial services industry experience, client engagement strategies, financial market knowledge, sales and trading operations experience, PowerPoint, Excel, Word, analytical thinking, business acumen
Preferred skills
CFA, MBA, relationship management experience, asset manager background
Technologies
PowerPoint, Word, Excel, AI tools
Responsibilities
Prepare partner plans and engagement roadmaps for key accounts, draft briefing notes for senior management, research client financials and press releases, join client meetings and action follow-ups, coordinate strategic leadership engagements, maintain relationship org charts, socialize client strategy with internal stakeholders, support executive engagement planning and client events (via careerplan.io/jobs/JR7276-2-enterprise-relationship-management-senior-analyst-at-capgroup)
Seniority
Senior, hands-on IC