Client Operations Lead Analyst

Date: Jul 1, 2022

Location: London, GB

Company: Capital Group

Req ID: 50755 

Location: London

Other location(s):  


“I can be myself at work.”


You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.


We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.


“I can influence my income.”


You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).


“I can lead a full life.”


You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones


COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.


Role Summary

The Client Operations team has associates based in Geneva, London and Singapore and is responsible for supporting the operational aspects of pooled and separate account investors across Europe and Asia as well as overseeing the outsourced transfer agency function for our Australia, Luxembourg and UK fund ranges. While there is an expectation that the lead analyst understands the full scope of the work undertaken by the team, this role is for an experienced contributor who operates as a technical subject matter expert (SME) with a focus on independently co-ordinating and/or monitoring transitions across the full range of product structures (predominately separate accounts and Luxembourg funds) and investment products offered by Capital Group (CG) in Europe and Asia.  The lead analyst also works in close collaboration with the management team role modelling CG’s culture, directing work and providing support and guidance to the broader team while promoting a collaborative and positive work environment.


Primary responsibilities

  • Reviews, oversees and/or leads high impact separate account activities (onboarding, transition and termination) for the Europe and Asia client base, ensuring that all legal, operational, compliance and transitional requirements are comprehensively identified, tasked and completed and with a high level of client service
  • Communicates effectively both internally and externally on the progress of client work, holding regular working group meeting sessions with key stakeholders in order to monitor and manage progress
  • Builds a clear understanding of the function of all business areas, building and maintaining an effective network of strong working relationships with key stakeholders
  • Applies, designs and implements, business processes and procedures to support a risk-controlled environment within an effective governance framework. Continually identifying and implementing improvements to the control environment both within the team and working with broader stakeholders.
  • Participates actively as a subject matter expert or project manager representing the Client Operations team in exception resolution meetings and relevant governance forums
  • Contributes to internal projects focused on improving Capital’s value proposition as it relates to client operations
  • Acts as first point of escalation, provides guidance and serves as role model for the team
  • Reviews and coordinates the regular activities of the team, including measuring, monitoring and analyzing trends and issues to ensure appropriate focus on high risk items



  • The ideal candidate has 5-6 years experience of working within the transitions team of an asset management company with a global or ex-North America client base
  • A highly-organized, self-driven and committed team player with intellectual curiosity to learn and expand knowledge
  • Demonstrates ability to apply knowledge of industry regulations and best practices to work assignments, has experience of and exhibits a Continuous Improvement mindset
  • Ability to work effectively and efficiently on multiple projects simultaneously in a fast-paced, demanding and ever changing environment while maintaining the highest standard and attention to detail
  • Proven track record of excellent customer service
  • Experience of providing supervision and guidance to a team
  • Professional approach to escalation, prioritization and problem solving
  • Fluent in English, with strong verbal and written communication skills, and a track record of effective communication with colleagues, counterparties and clients





“I can apply in less than 4 minutes.”


You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.


“I can learn more about Capital Group.” 


At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.


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. 

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