Order Management Specialist

3 days ago


San Francisco, California, United States Capital Group Full time
Capital Group: Order Management Analyst Role

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

  1. Implement and maintain key controls to ensure operational risk is managed effectively.
  2. Work closely with the investment group, trading, legal, and other operational teams to resolve operational and compliance-related issues.
  3. Support portfolio managers and research analysts in the investment process, including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries.
  4. Identify opportunities to re-engineer and automate processes to increase operational efficiency.
  5. Participate in department-wide or strategic initiatives to drive business growth and improvement.


Requirements

  1. Outstanding attention to detail and consistent accuracy.
  2. Excellent written and verbal communication skills to effectively communicate with diverse groups of associates, investment group, and business leaders.
  3. Action-oriented with excellent problem-solving and analytical skills to tackle complex business problems.
  4. Highly skilled in multitasking and able to exercise good judgment in managing competing priorities.
  5. Sound and timely decision-making to keep the organization moving forward.
  6. Exceptional understanding of risk management and overall control environment.
  7. High learning agility and ability to adapt to new technology quickly.
  8. Progressive thinker with a passion for process improvement and leveraging technology to achieve operational scale.
  9. 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.

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