Core Ops Analyst

Capital Group · Orange County

Company

Capital Group

Location

Orange County

Type

Full Time

Job Description

Separate Account Operations Oversight - Private Client Services (PCS)

"I can succeed as a Core Operations Analyst at Capital Group."

As a Core Operations Analyst on the Separate Account Operations Oversight team, you'll support Capital's high net worth client (PCS) account population. You are driven to develop as a broad subject matter expert in our PCS business and help lead Core Ops centralized operational issue triage and solutioning in close partnership with client-facing stakeholders (client relationship team/financial advisors), custodian banks/other third parties, and CG teams. You are a strong problem solver who comfortably applies curiosity, courage, and action orientation when solving ambiguous/complex, often first-time situations. You will quickly develop proficiency leveraging our systems to research issues, resolve client requests, and be responsible for some operational processing (e.g., accounting system maintenance, cost updates, etc)

"I am the person Capital Group is looking for."

• You have a bachelor's degree in finance, accounting, economics, business, or a relevant field of study.

• You have working knowledge of the financial services industry; experience with high net worth account operations is a plus.

• You are comfortable in an environment where most of your learning will occur on-the-job, through collaboration with peers, your manager, and relevant stakeholders.

• You demonstrate innovative thinking and leverage resources/relationships to navigate complex, ambiguous, and challenging situations across multiple CG groups.

• You understand and advocate for the needs of our business and those of our clients; you are comfortable balancing both to deliver efficient and scalable solutions that meet our clients' high expectations and need for a customized experience.

• You are exceptionally well organized and have experience driving fast-paced work that includes broad internal and external stakeholders.

• You have a passion for continuous improvement. You seek opportunities to enhance existing processes, create new processes, and document processes in a way that enables effective knowledge transfer and business continuity.

You are available and open to work overtime as needed.

Orange County Base Salary Range: $95,066-$152,106

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.

You can learn more about our compensation and benefits here.

* 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.

Date Posted

05/06/2024

Views

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