SMA Investment Operations Analyst

2 weeks ago


Los Angeles, California, United States Capital Group International Inc. Full time
Separately Managed Accounts Analyst

As a Separately Managed Accounts Analyst at Capital Group International Inc., you will play a crucial role in the precise execution of investment directives within SMA frameworks. Your primary responsibility will be to ensure that model modifications are communicated effectively and promptly to partner firms. You will typically operate autonomously on most tasks, while more intricate projects may require collaboration with senior team members.

Your role will involve acting as a vital link among various departments, including investment, trading, product development, legal, client services, and operational teams. This collaboration is essential for achieving business objectives and addressing any challenges that arise.

Utilizing technology and automation tools will be key to enhancing operational efficiency and supporting the growth of the business. You will also have the opportunity to participate in or lead projects at both the team and departmental levels, focusing on process improvement initiatives.

Qualifications:

  • A Bachelor's degree in Business, Finance, or a related discipline.
  • Experience within the asset management sector; familiarity with SMA is advantageous.
  • Operational understanding of securities, trading, portfolio management, trade settlement, reconciliation, corporate actions, and reporting.
  • Strong communication skills, with the ability to convey information clearly to diverse audiences.
  • Composure in the face of challenges and adaptability to change.
  • Exceptional organizational skills and meticulous attention to detail.
  • Proficiency in technology, with experience in tools such as CRD, Tableau, or Alteryx.
  • Ability to prioritize effectively and maintain a methodical approach to tasks.

Compensation includes a competitive base salary, along with an individual annual performance bonus and a company-wide profitability bonus. Additionally, Capital Group contributes 15% of eligible earnings to a retirement plan.

We are committed to equal opportunity employment and adhere to all applicable laws that prohibit discrimination in hiring and employment practices.



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