Investment Committee Operations Management Analyst

Date: Aug 11, 2019

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  29929
Experience Level: Professional 
Other Location(s): San Francisco (CA)  
Relocation offered: No
Travel required: e. No Selection

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

The Global Investment Control department directly supports Capital Group’s investment professionals, implements investment decisions and facilitates the investment process. Operating from locations in North America, Europe, and Asia, core functions include order management, portfolio construction and compliance, corporate action communication and coordination, and proxy services, among others.  These services support the management of equity and fixed income portfolios for retail, institutional and private clients.

Based in Los Angeles/San Francisco, the Investment Committees Ops Analyst works independently on standardized recurring assignments and under the direction of more senior staff on complex analyses, projects and tasks.  Ensures investment committees operate in a streamlined, coordinated manner.  Utilizes expertise and skills to advance process improvement and automation efforts. The Analyst will also participate in projects that impact the investment process and decision making at the senior business level. 

Responsibilities:
•   Serves as the central point of contact for equity Portfolio Manager (PM) changes and disclosures, ensuring that changes are made in all areas within the appropriate timeframe.
•   Coordinate the Fund review process across equity investment units.
•   Support Portfolio Coordinating Groups (PCG), policy, corporate Board and other investment committees.
•   Identify and make recommendations on design and implement process improvements (e.g., tasks that cannot be automated, avoiding duplication, automating tasks where possible).
•   Participate in, and potentially lead, ICOM and team initiatives.
•   Establish and strengthen relationships and trust with the investment group, Legal, IO and other business groups by performing quality work, anticipating needs and offering solutions.

Qualifications:
•    Demonstrates intellectual curiosity, analytical skills and sound judgment.
•    Ability to develop an understanding of investment and operations process.
•    Displays high level of accuracy and attention to detail.
•    Excellent communication and interpersonal skills to collaborate with associates across all levels of the organization.
•    Strong technical skills (especially in Excel, Word, PowerPoint, Visio, Tableau, etc.)

 

Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 

 

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. 


Nearest Major Market: Los Angeles

Job Segment: Research