Order Management Specialist

4 days ago


San Francisco, California, United States https:wayup.comsitemap Full time
Job Title: Order Management Analyst

As 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, ratings, ownership, and other measures to ensure investment orders adhere to established guidelines.

Key Responsibilities:

  • Manage operational risk by performing and enhancing key controls
  • Resolve operational and compliance-related issues in a fast-paced environment
  • Work with portfolio managers and research analysts to enable the investment process
  • Identify opportunities to re-engineer and automate processes to increase operational efficiency

Requirements:

  • Outstanding attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Action-oriented with excellent problem-solving and analytical skills
  • High learning agility and ability to adapt to new technology
  • Experience with order management systems like Charles River (CRD) is a plus

What We Offer:

  • Competitive base salary range: $124,606-$199,370
  • Eligibility for an individual annual performance bonus and Capital's annual profitability bonus
  • Retirement plan with 15% company contribution

We are an equal opportunity employer, committed to diversity and inclusion. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex, 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, or any other characteristic protected by federal, state, or local law.



  • San Francisco, California, United States Aditi Consulting Full time

    Job 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...


  • San Francisco, California, United States KellyMitchell Group Full time

    Order 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...


  • San Francisco, California, United States Innova Solutions Full time

    Order 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...


  • San Francisco, California, United States Capital Group Full time

    Job 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...


  • San Francisco, California, United States https:wayup.comsitemap Full time

    Job 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...


  • San Francisco, California, United States Capital Group Full time

    About 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...


  • San Francisco, California, United States Capital Group Full time

    About 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...


  • San Francisco, California, United States Capital Group Full time

    Job 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...


  • San Francisco, California, United States Capital Group Full time

    Job 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...


  • San Francisco, California, United States Capital Group Full time

    Job 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...


  • San Francisco, California, United States Capital Group Full time

    Capital Group: Order Management Analyst RoleAbout the RoleAs 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...


  • San Francisco, California, United States KellyMitchell Full time

    Job 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,...


  • 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...


  • San Francisco, California, United States Medallia, Inc. Full time

    Job 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...


  • San Francisco, California, United States Medallia, Inc. Full time

    Director 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...


  • San Diego, California, United States Tandem Diabetes Full time

    About 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...


  • San Jose, California, United States Axelon Full time

    Order 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...


  • San Francisco, California, United States Anthropic Full time

    About 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...


  • San Francisco, California, United States Visions Management Full time

    Job 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...


  • San Francisco, California, United States Visions Management Full time

    Job 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...