Order Management Specialist
3 days ago
About the Role
As an Order Management Analyst at Capital Group, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders across various vehicles. Your primary responsibility will be to 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.
Key Responsibilities
- Implement and maintain key controls to ensure operational risk is managed effectively.
- Work closely with the investment group, trading, legal, and other operational teams to resolve operational and compliance-related issues.
- Support portfolio managers and research analysts in the investment process, including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries.
- Identify opportunities to re-engineer and automate processes to increase operational efficiency.
- Participate in department-wide or strategic initiatives to drive business growth and improvement.
Requirements
- Outstanding attention to detail and consistent accuracy.
- Excellent written and verbal communication skills to effectively communicate with diverse groups of associates, investment group, and business leaders.
- Action-oriented with excellent problem-solving and analytical skills to tackle complex business problems.
- Highly skilled in multitasking and able to exercise good judgment in managing competing priorities.
- Sound and timely decision-making to keep the organization moving forward.
- Exceptional understanding of risk management and overall control environment.
- High learning agility and ability to adapt to new technology quickly.
- Progressive thinker with a passion for process improvement and leveraging technology to achieve operational scale.
- Bachelor's degree and experience within the investment management industry.
Compensation and Benefits
Capital Group offers a highly competitive base salary range of $124,606-$199,370 in San Francisco and $112,995-$180,792 in Los Angeles. In addition to a base salary, you will be eligible for an individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.
Equal Opportunity Employer
Capital Group is an equal opportunity employer, complying with all federal, state, and local laws that prohibit discrimination when making all decisions about employment.
-
Order Management Specialist
17 hours ago
San Francisco, California, United States Aditi Consulting Full timeJob Title: Order Management Specialist - Marketplace OperationsAditi Consulting is seeking a highly skilled Order Management Specialist to join our Marketplace Operations team in San Francisco. As an Order Management Specialist, you will be responsible for validating proposed deals, working with sales and partner teams, and updating records in third-party...
-
Order Management Coordinator
3 days ago
San Francisco, California, United States KellyMitchell Group Full timeOrder Management Specialist$21.00 - $30.00 (est. hourly)Job Summary:We are seeking an Order Management Specialist to join our team in San Francisco, California. This role is responsible for monitoring reports and Slack channels to stay updated on team activities, project progress, and key business communications.Duties:Monitor reports and Slack channels to...
-
Order Management Specialist
3 weeks ago
San Francisco, California, United States Innova Solutions Full timeOrder Management Opportunity at Innova SolutionsWe are seeking a highly organized and detail-oriented Order Management professional to join our team at Innova Solutions. As an Order Management, you will be responsible for ensuring timely and accurate order fulfillment for our clients.Key Responsibilities:Coordinate with internal teams to ensure seamless...
-
Order Management Specialist
4 weeks ago
San Francisco, California, United States Capital Group Full timeJob Title: Order Management AnalystCapital Group is seeking a highly skilled Order Management Analyst to join our team. As an Order Management Analyst, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders across various vehicles.Key Responsibilities:Manage operational risk by performing and enhancing...
-
Order Management Specialist
3 days ago
San Francisco, California, United States https:wayup.comsitemap Full timeJob SummaryWe are seeking a highly skilled Order Management Analyst to join our team. As an Order Management Analyst, you will be responsible for the accurate and timely implementation of equity investment orders across various vehicles. You will manage operational risk by performing and enhancing key controls to ensure investment orders adhere to...
-
Order Management Specialist
4 weeks ago
San Francisco, California, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Order Management Analyst to join our team at Capital Group. As an Order Management Analyst, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders across various vehicles.Key ResponsibilitiesManage operational risk by performing and enhancing key controls to...
-
Order Management Specialist
1 month ago
San Francisco, California, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Order Management Analyst to join our team at Capital Group. As an Order Management Analyst, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders across various vehicles.Key ResponsibilitiesOperational Risk Management: Perform and enhance key controls to...
-
Order Management Specialist
4 weeks ago
San Francisco, California, United States Capital Group Full timeJob SummaryWe are seeking a highly skilled Order Management Analyst to join our team at Capital Group. As an Order Management Analyst, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders across various vehicles.Key ResponsibilitiesManage operational risk by performing and enhancing key controls to...
-
Order Management Specialist
2 weeks ago
San Francisco, California, United States Capital Group Full timeJob SummaryWe are seeking a highly skilled Order Management Analyst to join our team at Capital Group. As an Order Management Analyst, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders across various vehicles.Key ResponsibilitiesManage operational risk by performing and enhancing key controls to...
-
Order Management Specialist
4 weeks ago
San Francisco, California, United States Capital Group Full timeJob SummaryWe are seeking a highly skilled Order Management Analyst to join our team at Capital Group. As an Order Management Analyst, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders across various vehicles.Key ResponsibilitiesManage operational risk by performing and enhancing key controls to...
-
Order Management Specialist
4 days ago
San Francisco, California, United States https:wayup.comsitemap Full timeJob Title: Order Management AnalystAs a key member of our investment management team, you will play a critical role in ensuring the accurate and timely implementation of equity investment orders. Your primary responsibility will be to manage operational risk by performing and enhancing key controls, such as checking compliance, portfolio eligibility,...
-
Order Management Coordinator
3 days ago
San Francisco, California, United States KellyMitchell Full timeJob OverviewWe're seeking a highly skilled Order Management Specialist to join our team in San Francisco, California. As a key member of our IT operations team, you will be responsible for monitoring reports and Slack channels to stay updated on team activities and project progress.Provide timely and accurate information to team members and stakeholders,...
-
Cannabis Order Fulfillment Specialist
4 weeks ago
San Francisco, California, United States FLOWER Full time{"title": "Order Packing and Fulfillment Role", "description": "About the RoleFLOWER CO. is seeking a detail-oriented Order Packing and Fulfillment Specialist to join our team. As an Order Packing and Fulfillment Specialist, you will be responsible for packaging and preparing cannabis products for delivery to our customers.Key ResponsibilitiesPull items from...
-
Director of Order Management
3 weeks ago
San Francisco, California, United States Medallia, Inc. Full timeJob Title: Director of Order ManagementMedallia, Inc. is seeking a highly skilled and experienced Director of Order Management to lead our Worldwide Order Management function. This key operational leader will have a unique opportunity to impact Medallia's strategic priorities.About the RoleThe Director of Order Management will be responsible for all aspects...
-
Director of Order Management
4 weeks ago
San Francisco, California, United States Medallia, Inc. Full timeDirector of Order ManagementMedallia, Inc. is seeking a seasoned professional to lead our Worldwide Order Management function as Director of Order Management. This key operational leader will have a unique opportunity to impact Medallia's strategic priorities.Key ResponsibilitiesOversee all aspects of Global Order Management, Billings, Credit and...
-
Order Processing Specialist
3 weeks ago
San Diego, California, United States Tandem Diabetes Full timeAbout the RoleWe are seeking a highly skilled Order Processing Specialist to join our team at Tandem Diabetes Care. As an Order Processing Specialist, you will be responsible for processing direct patient orders by phone, email, and/or fax regarding their order as it enters the pipeline.Key ResponsibilitiesProcess orders in a timely manner by reviewing...
-
Order Entry Specialist
4 days ago
San Jose, California, United States Axelon Full timeOrder Entry SpecialistAt Axelon, we are seeking a highly skilled Order Entry Specialist to join our team. As a key member of our customer fulfillment function, you will be responsible for reviewing and accurately entering orders, as well as reviewing purchase orders.Key Responsibilities:Process Cart orders dashboard, review information provided is correct...
-
Order Management Lead
3 days ago
San Francisco, California, United States Anthropic Full timeAbout AnthropicAnthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole.About the RoleWe're seeking an experienced Order Management Lead to join our Revenue Accounting Team. In this pivotal role, you'll spearhead the development and scaling of our order...
-
IT Portfolio Change Management Specialist
8 hours ago
San Francisco, California, United States Visions Management Full timeJob Title: IT Portfolio Change Management SpecialistJob Summary:We are seeking a highly skilled IT Portfolio Change Management Specialist to join our team at Visions Management. The successful candidate will be responsible for overseeing and managing change control processes within the IT project portfolio.Key Responsibilities:Act as the primary point of...
-
IT Change Management Specialist
4 weeks ago
San Francisco, California, United States Visions Management Full timeJob OverviewVision Management is seeking a skilled IT Change Management Specialist to oversee and manage change control processes within our IT project portfolio. As the primary point of escalation for change requests, you will ensure that our change control policy, processes, and procedures are communicated effectively across functional teams and...