Investment Portfolio Operations Expert

5 days ago


Los Angeles, California, United States Capital Group Full time

At Capital Group, we are seeking a highly skilled Investment Portfolio Operations Expert to join our team. As an expert in investment operations, you will be responsible for ensuring timely and accurate investments for clients and shareholders.

We are committed to providing our clients with the highest level of service, and as a member of our team, you will play a critical role in achieving this goal. Your expertise will be essential in designing the future of our team and department, and you will have a voice in shaping our processes and procedures.

In this role, you will work closely with our portfolio specialists and technology professionals to maximize portfolio alignment, reduce risk, and drive efficiencies. You will also partner with our legal and client guidelines specialists to ensure ongoing compliance for investment portfolios.

As a key member of our team, you will work independently on most assignments and under the direct supervision of senior staff on more complex scenarios, projects, analyses, and tasks. You will participate or lead team and department-level projects leveraging technology and automation tools to scale operations and support business growth.

Additionally, you will bring energy and enthusiasm to our environment and work collaboratively to help our team meet its business goals. If you are a self-driven, nimble learner who becomes proficient at complex processes rapidly, we encourage you to apply for this exciting opportunity.

We offer a highly competitive base salary range of $92,423-$147,877, plus an individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings. We are an equal opportunity employer and comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment.



  • Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title: Portfolio Associate: Investment Research Professional">About Us:At Signature Estate & Investment Advisors, LLC, we are committed to providing exceptional investment research and analysis services to our clients. Our team of experienced professionals is dedicated to delivering high-quality results and exceeding client expectations.">Job...


  • Los Angeles, California, United States Recruiting Resources, Inc. Full time

    We are Recruiting Resources, Inc., a global investment management firm seeking a talented Investment Portfolio Management Professional to join our team in Los Angeles, CA.Salary:The estimated annual salary for this position is $85,000-$110,000 based on industry standards and market conditions.About the Role:This role reports to the Director of Portfolio...


  • Los Angeles, California, United States Capital Group Full time

    Capital Group OverviewWe are an investment management company with over nine decades of experience in improving people's lives through successful investing. Our goal is to provide a culture, compensation, and opportunities that empower our associates to build successful and prosperous careers.About the RoleWe are seeking an Investment Portfolio Solutions...


  • Los Angeles, California, United States Virtus Investment Partners Full time

    Job DescriptionKayane Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, and committed individual with strong initiative and excellent communication skills for the role of Operations Associate.The company's Investment Operations Department is responsible for overseeing middle and back-office processing...


  • Los Angeles, California, United States Recruiting Resources, Inc. Full time

    Job SummaryWe are seeking a highly skilled Portfolio Operations Associate to join our team at Recruiting Resources, Inc. in Los Angeles, CA.About the RoleThe successful candidate will be responsible for the initial set up and ongoing maintenance of investment portfolios in our systems, working closely with the Director of Portfolio Control and Onboarding in...


  • Los Angeles, California, United States Rexford Industrial Full time

    Job OverviewRexford Industrial Realty, Inc., a leading industrial real estate investment and management company, is seeking a Strategic Portfolio Analyst to join its Asset Management Department. As a key contributor to the company's growth, this role will play a crucial part in evaluating financial opportunities, supporting strategic planning, and...


  • Los Angeles, California, United States JOHN KING CHAINS USA INC Full time

    Job Title: Portfolio Management TraderAbout Us:Apollo Global Management is a leading alternative investment manager, dedicated to providing clients with excess return at every point along the risk-reward spectrum from investment grade to private equity. With a focus on three investing strategies: yield, hybrid, and equity, our team seeks to deliver...


  • Los Angeles, California, United States Department of Financial Protection and Innovation Full time

    Job Title: Financial Institutions Portfolio ManagerThe Department of Financial Protection and Innovation is recruiting for a Financial Institutions Portfolio Manager position within the Division of Broker-Dealer Investment Adviser Unit (BDIA). This role will be located in the Los Angeles West 4th Street office.Job Summary:Under the general direction of the...


  • Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job OverviewSignature Estate & Investment Advisors, LLC seeks a highly skilled Investment Research Associate to support the daily operations of research and sales. This role is an excellent opportunity for individuals who are passionate about investment analysis and want to develop their skills in a dynamic environment.


  • Los Angeles, California, United States The Association of Asian American Investment Managers Full time

    Senior Investment Officer - Private Equity OpportunityThe Senior Investment Officer is responsible for overseeing the management of a primary asset class or cross-asset category initiative, encompassing risk management, asset allocation, performance reporting, and corporate governance.This leadership role provides strategic direction to staff members...


  • Los Angeles, California, United States Brentwood Associates Full time

    Job OverviewAt Brentwood Associates, we seek a highly skilled and motivated individual to join our investment team as an Associate. This role plays a critical part in our investment process, working closely with senior and junior deal professionals and portfolio company management teams to drive value creation initiatives.Key ResponsibilitiesSome of the...


  • Los Angeles, California, United States VFIP Full time

    Job OverviewEstablished private investment firm VFIP seeks a seasoned Strategic Commercial Portfolio Leader to manage all aspects of a diversified commercial real estate portfolio.This position oversees all operations, financial activities, and staff. The ideal candidate will possess strong leadership skills and extensive commercial property management...

  • Operations Manager

    7 days ago


    Los Angeles, California, United States Beacon Pointe Advisors Full time

    Job DescriptionThis Senior Client Service Associate role is an exciting opportunity to join a multi-billion-dollar Registered Investment Advisor with affiliate offices nationwide. As a key member of our team, you will provide expert guidance and support to our advisors and clients.Your primary responsibilities will include:Researching complex client...


  • Los Angeles, California, United States Cathay Bank Full time

    About Cathay BankCathay Bank is a leading financial institution committed to providing exceptional service and support to its clients. We strive to foster growth and development, empowering our employees to achieve their professional goals.Job SummaryWe are seeking an experienced Senior Portfolio Manager to join our team. As a key member of our banking...


  • Los Angeles, California, United States Jameson Legal Full time

    **About Jameson Legal**We are a Los Angeles-based law firm providing expert counsel to clients in the private equity sector.**Compensation and Benefits**The successful candidate can expect an annual salary of $342,650. Our comprehensive benefits package includes access to top-notch resources and training opportunities.**Job Overview**As an experienced...


  • Los Angeles, California, United States Selby Jennings Full time

    Director, Asset ManagementSelby Jennings is engaged to find a seasoned professional to lead asset management for a well-established owner/operator of multifamily properties in downtown Los Angeles.This firm is poised to capture significant market share and is bolstering its team. The individual will oversee a team focused on deep value add/repositioning and...


  • Los Angeles, California, United States TIAA Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Consultant to join our team at Nuveen, the investment manager of TIAA. In this role, you will be responsible for directing the sales and distribution efforts for our Alternatives Investments products across wealth channels in a specific geographic region.About the RoleAs a Senior Investment...

  • Portfolio Manager

    6 days ago


    Los Angeles, California, United States UpKeep LLC Full time

    Portfolio Manager Job SummaryWe are seeking an experienced Portfolio Manager to join our team at UpKeep LLC. As a Portfolio Manager, you will be responsible for managing a portfolio of accounts and driving revenue growth and expansion through strategic account management and customer success initiatives.About the RoleYou will oversee a dedicated book of...


  • Los Angeles, California, United States Charles Schwab Full time

    Job OverviewSchwab Wealth Advisory is seeking a highly skilled Strategic Portfolio Manager to join our team. This role offers a unique opportunity to work with clients in the financial services industry, helping them achieve their goals and manage complex portfolios.About the RoleThis position involves working directly with clients, providing personalized...


  • Los Angeles, California, United States First Citizens Full time

    Company OverviewThis is a hybrid role, with the expectation that time working will take place inside and outside of a company office. The Sr Portfolio & Relationship Manager plays a crucial role in driving business growth by acquiring, expanding, and retaining client relationships across various sectors.Salary: The base pay for this position is generally...