Fees Analyst, Sr

Overview

"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 r 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 Fee Consulting Senior Analyst at Capital Group."

The Capital Group Companies Inc. is one of the world s largest global investment management firms, well known for its research-driven, long-term investment philosophy. The Global Fee Consulting team is a global team responsible for supporting the growth of our business, through the effective management and implementation of fee policy across the full range of investment products offered by the Capital Group.

As a Fee Consulting Senior Analyst, you will develop fee policy recommendations and support business cases for related fee decisions, while maintaining the existing fee guidelines. Serves as the subject matter expert on global investment management fees:
Educates clients and prospects, business management, sales and operational teams on fees, expenses and share classes. Conducts regular, extensive benchmarking to monitor the competitiveness of CG investment management fee and expense levels.

"I am the person Capital Group is looking for."

• You have bachelor s degree with a preference given to candidates with related field of study Finance or Economics, Business Administration, Mathematics, etc.
• You have 3-7 years of demonstrated analytical work experience ideally within the financial services industry, a consulting firm or large accounting firm.
• You have knowledge of investment management fees and pricing. This includes knowledge of vehicle structures, third party costs, competitive landscape, reporting and the regulatory environment.
• You have advanced Excel experience (financial modeling / pivot tables / formulas) and Power BI experience.
• You seek efficiency and consistency by automating and standardizing analysis and related presentation materials where possible.
• You demonstrate intellectual curiosity and analytical skills in complex areas.
• You demonstrate the ability to analyze complex data and information, create summary materials to share findings, and present conclusions and recommendations to key stakeholders.
• You demonstrate the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities.
• You have a rigorous approach and meticulous attention to deliverables  detail.
• You have strong planning and time management skills, yet flexibility to adapt to changing business needs.
• You demonstrate the ability to anticipate and balance the needs of multiple stakeholders.
• You are collaborative and successfully build partnerships, working together with others to meet shared objectives.
• You communicate effectively, developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.

"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…