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SMA Investment Operations Analyst
2 months ago
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 responsibilities will include ensuring the timely and accurate communication of model adjustments to our partner firms. You will primarily operate independently on various tasks or collaborate closely with senior colleagues on more intricate projects and analyses.
Key Responsibilities:
- Serve as a vital link between our investment division, trading operations, product management, legal teams, client services, and diverse operational units to fulfill business objectives and address challenges.
- Utilize technology and automation tools to enhance operational efficiency and support business expansion.
- Engage in or lead initiatives at both the team and departmental levels, focusing on process improvement and engineering.
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 processes, portfolio management, trade settlement, reconciliation, corporate actions, and reporting.
- Ability to communicate clearly and effectively, tailoring messages to various audiences.
- Composed demeanor when facing challenges or changes.
- Exceptional organizational skills with a keen eye for detail.
- Proficiency in technology, with experience in tools such as CRD, Tableau, or Alteryx.
- Strong prioritization skills and a methodical approach to follow-through.
Compensation:
Competitive base salary, along with eligibility for an individual annual performance bonus and a share in Capital's annual profitability bonus. Additionally, Capital contributes 15% of your eligible earnings to a retirement plan.
We are committed to being an equal opportunity employer, adhering to all applicable laws that prohibit discrimination in employment decisions.
