Portfolio Guideline Analysis Analyst

Date: Jun 8, 2022

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID: 49604 

Location: Los Angeles, CA 

Other location(s): Los Angeles (CA) 

Relocation benefits offered: No 

Travel required: a. Up to 25% 

 

“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

 

    • NOTE: Our recruiting process is 100% virtual, which should help with the logistics of your candidate journey. We have transitioned to a hybrid work model, which means our associates are working from home the majority of the week, but coming into the office with the rest of our team on Tuesdays.

 

“I can succeed as a Portfolio Guideline Analysis Analyst at Capital Group”

 

As a Portfolio Guideline Analysis Analyst, you will oversee funds and client accounts to ensure guidelines are interpreted and compliance rules are coded appropriately. You will work independently on most assignments and under the direction of more senior staff on only the most complex projects, analyses, and tasks. You will collaborate with management and other business groups to complete projects, implement and refine business processes.  You’ll also leverage new technologies and partner with our technology teams to help grow and scale the business.

 

“I am the person Capital Group is looking for.”

 

  • You have a bachelor’s degree and have worked as part of a similar function or a compliance monitoring team for several years.
  • You are self-driven, able to prioritize assigned work and complete in a timely manner. Your detail orientation and accuracy are consistent and dependable.
  • You take initiative by identifying issues and recommending solutions. You embrace both new opportunities and challenges with a sense of urgency, high energy, and enthusiasm.
  • You have examples of times when you’ve used technology to make business processes more efficient. You are a progressive thinker with a passion for streamlining.
  • You can manoeuvre comfortably through complex policy and process. You’re skilled at leveraging relationships to navigate changes.
  • You have a solid understanding of and experience with one or more compliance coding systems (Charles River, Aladdin etc), properly applying established rule coding conventions.

 

“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. #LI-Hybrid

 

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: Social Media, Marketing, Research