I can succeed as a Portfolio Implementation Compliance Analyst at Capital Group.
You want to participate in the investment operations process to ensure Clients’ and Shareholders’ assets are invested timely and accurately and have a voice in designing the future of the team and department.
As a Portfolio Implementation and Compliance Analyst, you will be an expert on our funds and client accounts, understanding their investment objectives, guidelines and meeting cashflow needs while building mutually beneficial relationships with our client-facing colleagues.
You will partner with Legal and our client guidelines specialists to ensure ongoing compliance for investment portfolios, and work with portfolio specialists and technology professionals to maximize portfolio alignment, reduce risk and drive efficiencies.
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 including process engineering initiatives.
Finally, you will bring energy and enthusiasm to the environment and work collaboratively to help our team meet its business goals.
I am the person Capital Group is looking for.
- I am a self-driven, nimble learner who becomes proficient at complex processes rapidly
- I can work autonomously or as a contributing member of a project team
- I am curious about how things connect and the downstream impacts of my actions
- I approach processes with a mindset of making them less risky and more efficient
- I build networks and deploy them to get things done
- I am analytical and excited about applying emerging technologies to drive productivity and reduce risk
Southern California Base Salary Range : $92,423-$147,877
Portfolio Implementation Compliance Analyst
I can succeed as a Portfolio Implementation Compliance Analyst at Capital Group. As a Portfolio Implementation and Compliance Analyst, you will be an expert on our funds and client accounts, understanding their investment objectives, guidelines and meeting cashflow needs while building mutually bene...
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