Capital Group
Order Management Analyst
Capital Group, San Francisco, California, United States, 94199
I can succeed as an Order Management Analyst
As an Order Management Analyst, you will primarily be responsible for the accurate and timely implementation of equity investment orders across a variety of vehicles (e.g., mutual funds, institutional accounts, private client accounts, etc.). You will manage operational risk by performing and enhancing key controls such as checking compliance, portfolio eligibility, ratings, ownership, and other measures to ensure investment orders adhere to established guidelines. You will be responsible for resolving operational and compliance-related issues in a market-driven, fast-paced environment, working regularly with key partners such as the investment group, trading, legal, and other operational teams. You will work with portfolio managers and research analysts to enable the investment process, including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries. You will identify opportunities and partner with teammates to re-engineer and automate processes to increase operational efficiency. You may participate in department-wide or strategic initiatives.
I am the person Capital Group is looking for.
You have outstanding attention to detail, and your accuracy is consistent and dependable.
You have excellent written and verbal communication skills and can effectively communicate with a diverse group of associates, investment groups, and business leaders.
You are action-oriented with excellent problem-solving and analytical skills to tackle complex business problems.
You are highly skilled in multitasking and can exercise good judgment in managing competing priorities.
You make sound and timely decisions that keep the organization moving forward.
You have an exceptional understanding of risk management and the overall control environment.
You have high learning agility and can adapt to new technology quickly. Experience with order management systems like Charles River (CRD) is a plus. Tableau and Alteryx are a plus.
You are a progressive thinker with a passion for process improvement and can leverage technology to achieve operational scale.
You have a Bachelor's degree and have worked within the investment management industry for a few years.
San Francisco Base Salary Range: $124,606-$199,370
Los Angeles Base Salary Range: $112,995-$180,792
In addition to a highly competitive base salary, per plan guidelines, restrictions, and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, plus a retirement plan where Capital contributes 15% of your eligible earnings.
*Temporary positions in Canada and the United States are excluded from the above-mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking, or any other characteristic protected by federal, state, or local law.
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As an Order Management Analyst, you will primarily be responsible for the accurate and timely implementation of equity investment orders across a variety of vehicles (e.g., mutual funds, institutional accounts, private client accounts, etc.). You will manage operational risk by performing and enhancing key controls such as checking compliance, portfolio eligibility, ratings, ownership, and other measures to ensure investment orders adhere to established guidelines. You will be responsible for resolving operational and compliance-related issues in a market-driven, fast-paced environment, working regularly with key partners such as the investment group, trading, legal, and other operational teams. You will work with portfolio managers and research analysts to enable the investment process, including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries. You will identify opportunities and partner with teammates to re-engineer and automate processes to increase operational efficiency. You may participate in department-wide or strategic initiatives.
I am the person Capital Group is looking for.
You have outstanding attention to detail, and your accuracy is consistent and dependable.
You have excellent written and verbal communication skills and can effectively communicate with a diverse group of associates, investment groups, and business leaders.
You are action-oriented with excellent problem-solving and analytical skills to tackle complex business problems.
You are highly skilled in multitasking and can exercise good judgment in managing competing priorities.
You make sound and timely decisions that keep the organization moving forward.
You have an exceptional understanding of risk management and the overall control environment.
You have high learning agility and can adapt to new technology quickly. Experience with order management systems like Charles River (CRD) is a plus. Tableau and Alteryx are a plus.
You are a progressive thinker with a passion for process improvement and can leverage technology to achieve operational scale.
You have a Bachelor's degree and have worked within the investment management industry for a few years.
San Francisco Base Salary Range: $124,606-$199,370
Los Angeles Base Salary Range: $112,995-$180,792
In addition to a highly competitive base salary, per plan guidelines, restrictions, and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus, plus a retirement plan where Capital contributes 15% of your eligible earnings.
*Temporary positions in Canada and the United States are excluded from the above-mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking, or any other characteristic protected by federal, state, or local law.
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