SMA Investment Operations Analyst

2 weeks ago


Los Angeles, California, United States Capital Group International Inc. Full time
Separately Managed Accounts Analyst

As a Separately Managed Accounts Analyst, your primary responsibility will be to ensure the precise execution of investment directives within SMA frameworks while facilitating the timely and accurate dissemination of model modifications to partner firms. You will predominantly operate autonomously on various tasks or under the close guidance of senior personnel for more intricate scenarios, projects, analyses, and responsibilities.

You will serve as a critical link among our investment division, trading desk, product management, legal department, client services, and various operational teams to achieve business objectives and address challenges. Utilizing technology and automation tools will be essential to enhance operational efficiency and support organizational growth.

Key Responsibilities:

  • Oversee the accurate implementation of investment orders in SMA models.
  • Ensure timely communication of model changes to sponsor firms.
  • Collaborate with various departments to resolve operational issues.
  • Participate in or lead departmental projects and process improvement initiatives.

Qualifications:

  • A Bachelor's degree in Business, Finance, or a related discipline.
  • Experience in the asset management sector; familiarity with SMA is advantageous.
  • Operational knowledge of securities, trading processes, portfolio management, trade settlement, reconciliation, corporate actions, and reporting.
  • Ability to communicate clearly and adapt to diverse audiences.
  • Composed demeanor when facing challenges or changes.
  • Strong organizational skills with meticulous attention to detail.
  • Proficiency in technology, with experience in CRD, Tableau, or Alteryx being beneficial.
  • Demonstrated ability to prioritize effectively and follow through on tasks methodically.

Compensation:

Competitive base salary with additional performance bonuses and a retirement plan with employer contributions.

We are committed to being an equal opportunity employer, adhering to all applicable laws that prohibit discrimination in employment decisions.



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