Investment Coordinator

Role Summary:

Demonstrates consistent high-level support from Investment Managers through proactive work practices, strong execution, and consistent follow-through. May also provide administrative support to a broader department or team. Independently manages a range of tasks and responsibilities. Works under direction only as needed. Continually strives to develop their working knowledge of the asset management industry, Capital Group, the Investment Group and Managers’ priorities and preferences to improve their ability to anticipate needs, take full ownership of administrative processes and minimize the administrative burden for managers. Works productively with peers.

Primary responsibilities/essential functions:

To provide full administrative support including, but not limited to:

Extensive calendar management using good judgment and initiative to prioritize effectively; respond promptly to polling requests; communicate changes and updates to managers and colleagues appropriately.


Coordinate meetings with internal associates and external contacts. Schedule meeting rooms, visitor passes, and equipment as required. Meet, greet and escort visitors, meeting attendees and candidates. Draft, collect and distribute supporting documentation as necessary. Provide support and service to guests and visiting company personnel.


Manage complex travel arrangements to meet schedule, budget guidelines, and manager preferences. These may include multiple destination trips and high-risk locations. Proactively manage visa and passport requirements; arrange Global Entry and TSA Preclear if suitable; research and arrange security measures when needed; provide detailed itineraries and assist managers with check-in and booking of in-flight options before departure.


Maintain and update departmental and/or compliance-related reporting requirements.


Complete monthly multi-currency business expenses: reconcile personal out-of-pocket and corporate card charges using Concur online expense tool.


Produce general correspondence, reports, and presentations. Develop appropriate formats and check for grammar, punctuation, and spelling.


Track, gather, maintain and compile market or internal information, and generate reports. Present findings using graphs, charts, diagrams and tables for inclusion in reports, brochures and/or presentations.


May conduct basic analysis and auditing.


May organize and manage small department/team meetings and events.


Provide team support and back-up coverage for peer assistants.


Keeps abreast of internal administrative policies, practices and guidelines and proactively identifies opportunities to improve work processes/flow to better leverage own and department’s workload.


Participate in project teams or focus groups when required.


Assist managers with personal requests as supported by specific unit guidelines.


Performs additional responsibilities as assigned.

Employee Benefits:
Health Insurance Employees' Pension Employment Insurance Industrial Injury Insurance

Teamwork / Service Orientation

Demonstrates the ability to work productively and collaborate well with others.

Demonstrates commitment to Capital’s core values.


Core Administration / Ownership

Demonstrates consistent accuracy and attention to detail.

Takes responsibility for completing tasks in a timely fashion and with good judgment.

Demonstrates an understanding of the investment business and manager roles.

Proficient with enterprise and Investment Group processes and systems.


Communication

Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders.

Able to respond productively to feedback from all sources.

Distinguishes effectively between urgent and non-urgent requirements and adapts communication accordingly.

Proactively seeks to understand the broader context for administrative requests to improve decision making.


Drives Change

Proactively identifies potential issues/conflicts and provides effective solutions.

Adapts to new tools and processes quickly and with a positive attitude.

Proactively asks insightful questions better to understand systems, processes, the business, etc.