Capital Group Companies logo

Capital Group Companies

Roadshow and Conference Event Planner

Pennsylvania, PA, USA|Travel, Onsite

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Salary
Rate:
Range $95,871.00 - $153,394.00
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Work Schedule

Standard Hours
Flexible
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
bonus
Matching gift program
Flexible Work Options

Job Description

Capital Group is a renowned investment management company with a rich history spanning over nine decades. With more than 9,000 associates in over 30 offices worldwide, Capital Group has been dedicated to improving people’s lives through successful investing. The company prides itself on fostering a supportive and respectful workplace where authenticity and diversity are highly valued. Its core values of Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community drive every aspect of the work environment and business strategy. Capital Group strives to create a culture where employees can feel a strong sense of belonging and be recognized for their... Show More

Job Requirements

  • Bachelor’s degree or equivalent experience
  • 3+ years of related experience in corporate access or investor relations
  • excellent communication and interpersonal skills
  • strong organizational and multitasking abilities
  • proficiency with event planning software and virtual event platforms
  • ability to travel up to 30%
  • attention to detail and problem-solving skills
  • ability to manage budgets and negotiate contracts

Job Qualifications

  • 3+ years of experience in corporate access execution or investor relations with expertise in organizing corporate events in investment firm, financial services, or healthcare sector
  • exceptional communication skills
  • strong understanding of capital markets and sector drivers
  • ability to build and maintain relationships with investor relations teams, corporate access, and investment managers
  • proficiency with event technologies including CVENT, Teams, Zoom, CorpAxe, and Capital Connect
  • strategic thinker with a passion for streamlining processes and executing project plans
  • highly self-motivated and able to manage multiple priorities effectively

Job Duties

  • Plan and execute investment research trips, Capital Group hosted conferences, industry expert events, and broker conferences
  • collaborate with Corporate Access team to coordinate company meetings and investor relations events
  • manage event logistics including venue/platform selection, audio/visual technology, and food and beverage
  • negotiate contracts, review invoices, and manage event budgets
  • create contingency plans and alternative options for unforeseen circumstances
  • communicate effectively with diverse stakeholders and adjust content style accordingly
  • oversee transportation, accommodations, honorariums, and amenities for events

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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