Full-Time

Senior Core Ops Associate

Investment Operations

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Quantitative Finance
Financial Services

Compensation Overview

$71.4k - $114.3kAnnually

+ Annual Performance Bonus + Profitability Bonus

Senior

Irvine, CA, USA

Category
Supply Chain Management
Operations & Logistics
Required Skills
Tableau
Excel/Numbers/Sheets
Requirements
  • 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.
Responsibilities
  • 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.

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well based on thorough research. This approach is supported by a team of over 8,000 associates who work across various global offices. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment decisions. The main goal of Capital Group is to enhance the financial well-being of its clients by providing successful investment strategies.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

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Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

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