Order Management Specialist
4 days ago
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.
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