Portfolio Implementation Compliance Analyst

6 days ago

Los Angeles, United States Capital Group Full time

"I can succeed as a Portfolio Implementation Compliance Analyst at Capital Group.”

As a Portfolio Implementation and Compliance Analyst, you want to participate in the investment operations process to ensure Clients’ and Shareholders’ assets are invested timely and accurately and have a voice in designing the future of the team and department. You will be an expert on our funds and client accounts, understanding their investment objectives, guidelines and meeting cashflow needs while building mutually beneficial relationships with our client-facing colleagues. You will partner with Legal and our client guidelines specialists to ensure ongoing compliance for investment portfolios, and work with portfolio specialists and technology professionals to maximize portfolio alignment, reduce risk and drive efficiencies. You will work independently on most assignments and under the direct supervision of senior staff on more complex scenarios, projects, analyses and tasks. You will participate or lead team and department-level projects leveraging technology and automation tools to scale operations and support business growth including process engineering initiatives. Finally, you will bring energy and enthusiasm to the environment and work collaboratively to help our team meet its business goals.

“ I am the person Capital Group is looking for.”

  • I am a self-driven, nimble learner who becomes proficient at complex processes rapidly.

  • I can work autonomously or as a contributing member of a project team.

  • I am curious about how things connect and the downstream impacts of my actions.

  • I approach processes with a mindset of making them less risky and more efficient.

  • I build networks and deploy them to get things done.

  • I am analytical and excited about applying emerging technologies to drive productivity and reduce risk.

Southern California Base Salary Range: $92,423-$147,877

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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