“I can succeed as a Senior Core Operations Associate - Investment Operations at Capital Group.”
As a Senior Core Operations Associate in Account Implementation & Support team, you will be responsible for coordinating with internal and external parties to ensure operational readiness mutual funds, Exchange Traded Funds (ETF), Collective Investment Trusts (CIT) fund launches, and transfers of assets between asset classes. You'll service key partners and clients by addressing inquiries and audit requests. You will monitor and initiate outgoing residual proceeds to clients upon the closing of Capital Group funds. You'll work independently on standardized/recurring assignments while under the direct supervision of more senior associates for complex projects, and ad hoc requests.
Internal deadline to apply: 11/14/2024
“I am the person Capital Group is looking for.”
You have a bachelor’s degree in finance, accounting, economics, business, or a relevant field of study.
You have industry experience working with mutual funds, Exchange Traded Funds (ETF), Collective Investment Trusts (CIT), and other retail products. The ideal candidate would have a strong operational background with onboarding accounts/funds.
You are proficient in Microsoft Excel which includes experience with VLOOKUP, INDEX-MATCH, and pivot tables. The ideal candidate would have familiarity with VBA (Virtual Basic for Applications)/Macros, Tableau, and Alteryx.
You are effective at communicating with internal and external stakeholders with varying levels of experience.
You are highly organized with the ability to manage multiple tasks simultaneously without compromising quality in a deadline driven environment.
You are a nimble learner with the ability to execute and drive results.
You are available and open to work overtime to complete account activities/transitions, as needed.
Orange County Base Salary Range: $71,425-$114,280
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, 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, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.