Investment Information Content Specialist

Benefits

Additional Information

"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 Role s ummary The Equity Specialist is a leadership role (manager-equivalent) in the global RFP function. The Equity Specialist is an experienced sole contributor working closely with RFP team members, other Global Client Services (GCS) teams, global asset class services and product teams, global distribution, operational teams and any other relevant business areas to recommend messaging for use in requests for information, new business proposals, due diligence and ad hoc requests for CG's equity strategies . The Equity Specialist is a resource for all GCS teams to optimize the client experience, supporting both existing service , client retention and new business efforts . Primary responsibilities/e ssentia l f unctions : Content and data expert for coverage area (equities) ; Facilitate s production excellence as internal SME and escalation point : Accountable for ensuring optimal written content related to CG's equity investment strategies and / or operational processe s related to equity products . Serves as expert on statistical data for CG's equity strategies Responsible for providing input and oversight of investment-related content, for RFPs and Due Diligence requests in conjunction with RFP writers , and provid es input and oversight of investment-related statistical data and narrative content reported in consultant/third party databases in conjunction with the Investment Database team. Change C hampion and Driving Fluency for RFP/GCS : Embraces continuous improvement mindset to find efficiency and enhancement opportunities for content, data sources, processes or technology in assigned area . Represent s GC S in any relevant strategic initiatives and /or process leadership opportunities. Anticipates future business needs and identifies opportunities to enhance the team's operations and processes within their domain area. Continuously acquires and evolves knowledge to be recognized as a thought leader within their domain area. Leadership and Engagement with partner teams/stakeholders : Coaches an d mentors the broader team . P roactively identifies knowledge gaps and leads any education/training needed . Model s our core values and contribute s to a culture of excellence . Engages with cross - functional key stakeholders to identify and drive needed changes to enhance business and technology processes. Partners with distribution , investment services and leadership committees to formalize strategy on response s to complex requests and initiatives . Collaborates with teams across the organization to develop expertise and accurately reflect firm, strategy and operational processes i n information requests. Performs additional responsibilities , as assigned. Support ad hoc projects, as and when required , in addition to core responsibilities . Business & Technical Skills Demonstrates initiative by identifying issues and recommending solutions. Demonstrates effective written and oral communication skills with a diverse group of associates and senior business leaders. Demonstrates sound judgment in resolving complex matters. Demonstrates intellectual curiosity and analytical skills in areas of high complexity, ambiguity and diversity. Demonstrates effectiveness in leading/ facilitating a variety of meetings. Demonstrates abilit

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