Client Reporting Analyst Senior

“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 Client Reporting Analyst Senior is a member of the Client Reporting team within Capital Group (CG) Global Client Services and has responsibility for ensuring that the highest standards of reporting to our European based Institutional and Financial Intermediary clients are consistently met. The role requires close collaboration with other CG teams, the ability to manage complex client requests, to handle multiple requests simultaneously and to develop automated reporting solutions where possible.

• Oversight and delivery of all reports to our clients on a monthly and quarterly basis
• Responsibility for assessing / confirming the reporting requirements for all new European clients, by participating in the regular client onboarding calls, by collaborating with other CG teams and by reviewing the relevant documentation
• Implement automated solutions for standard, customised or bespoke client reports e.g., investment results, risk characteristics, fixed income, ESG positioning, breakdowns, and commentary
• Management of the team inbox and workflow tools to ensure all client requests including ad-hoc ones are completed
• Develop job aids to document new report production processes
• Develop and manage vendor/outsourced partner relationships
• Works closely with other members of the team
• Contributes to the training of new joiners, serving as a positive role model for the entire team

• Strong client focus - ability to understand clients’ needs and priorities. Commitment to strive to deliver solutions that add to the client experience while balancing company-level goals
• Strong written and oral communication skills
• Strong numerical and quantitative analysis skills, with the ability to analyse and manipulate data and information
• Demonstrates intellectual curiosity, analytical and critical thinking skills
• Demonstrates agility and responsiveness in a fast-paced environment
• Consistent attention to detail
• Ability to operate independently and is self-motivated
• Strong ability to collaborate and develop/maintain effective working relationships within CG at all levels and with external partners
• Ensures the integrity of information in upstream systems, proactively identifying discrepancies, and partnering with relevant data owners in investigating and resolving the issues
• Well organised with strong time management skills; ability to work in a fast-paced, high-volume environment whilst ensuring the delivery of consistently accurate results
• Effectiveness in…