Ftc) Investment Group Assistant

“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

The IG Support Coordinator serves as a trusted partner to investors, helping strengthen the investment process through proactive coordination, relationship management, anticipation of investor needs, workflow optimization, and technology adoption. The role focuses on creating greater investor capacity and effectiveness by leveraging emerging AI tools, facilitating high-value interactions with corporates and external providers, supporting investment team committee coordination, and enabling information flow across the Capital System.

As a trusted partner, the IG Support Coordinator helps strengthen connectivity across the unit by improving operating efficiency, supporting effective prioritization, and contributing to collaborative problem solving.

• Helps create investor capacity by coordinating complex logistics, improving workflows, enabling information flow, and supporting timely access to internal and external stakeholders.
• Act as a connector across the Capital System, facilitating collaboration and information sharing among investors, Corporate Access, METS, Technology, Sales, and other teams.
• Independently resolve service issues, using sound judgment, , and structured problem-solving to deliver consistent, high-quality support
• Proactively manage complex scheduling, travel, and logistical requirements requiring sound judgment and discretion, while ensuring alignment with investor priorities.
• Build and maintain strong relationships with external providers and corporate contacts, serving as a trusted point of coordination to keep Capital’s investors top of mind for access.
• Coordinate investor interactions with corporates, external research providers, industry experts, sales teams, and other key stakeholders to support investment decisions and client outcomes.
• Organize investment group calls and committee meetings, ensuring efficient scheduling, planning, material preparation, and execution.
• Leverage AI and emerging technologies to improve meeting preparation, information synthesis,…