Equity Trade Operations Analyst

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. 

“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 factor in salary and variable 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 

About Equity Trade Operations Analysts:

The Equity Trade Operations Analyst works as part of a global team performing and reviewing exception handling across all accounts and products and for all levels of complexity. They independently apply experience and judgement to analyzing exceptions, identifying the appropriate course of action, determining who should be involved in resolving the issue or exception, and implementing solutions. For particularly complex/ambiguous issues, they work with the Lead Analyst to determine the appropriate course of action. They possess a growth

mindset and proactively identify, recommend, and implement continuous improvement efforts with oversight from the Lead as needed. The role may lead small to moderately sized internal or external projects and priorities.

Role Summary:

• Demonstrates in-depth knowledge in their assigned areas and obtains guidance from the Lead, as needed.

• Performs and/or provides oversight of daily production and delivery of work to identify, assess, and resolve exceptions for a specific area of focus. Operates as a technical subject matter expert for their area.

• Applies knowledge, experience, sound judgement, and business acumen, to analyze, assess, recommend, and implement solutions in a timely manner and in response to identified exceptions with oversight from the Lead, as necessary.

• Collaborates with other Equity Operations facing departments (e.g., legal & compliance, trading, core operations, and vendors) to diagnose and resolve issues and/or move the business forward.

• Performs and/or monitors more complex operational duties for investment vehicles servicing the Institutional, Retail, and High-Net Worth distribution channels. Performs trade confirmation, processing, settlement and claims for global equity markets.

• Identifies, recommends, and participates in continuous improvement activities.

Required Skills/Abilities:

• Strong analytical and problem-solving capabilities. Able to assess issues, identify potential solutions, and implement changes/improvements to achieve the right outcomes and that have tangible and impactful implications for the business. For complex/ambiguous issues, will collaborate with Lead Analyst on best course of action

• Proactively identify opportunities and drive implementation with oversight as needed

• Ability to lead and effectively manage process and procedural changes

• Ability to apply a global mindset when working through issues or developing solutions

• Existing knowledge of, or ability to quickly assimilate to, Capital Group-specific institutional practices and knowledge (e.g., knowledge of the investment management industry as it relates to Capital Group’s various lines of business (e.g., Retail, Institutional, High Net Worth), investment mandates, investment vehicle structures, investment operations, competitive landscape, and reporting and regulatory environment.  Exhibits and shares knowledge in policies, practices, trends, technology, and information affecting the department/business area)

• Self-driven (e.g., independently manage workload and achieve target outcomes)

• Strong business acumen to understand and anticipate business needs/requirements and use business language in verbal and written communications

• Work effectively across internal and external stakeholder groups with the appropriate level of urgency to solve issues and deliver outcomes in a timely manner

• Strong collaboration skills, working within and across teams and stakeholder groups to proactively develop strong working relationships

• Excellent written and verbal communications skills including with senior stakeholders/leadership with a focus on being able to communicate ‘the why’ behind issues

• Strong appetite and capability to shape and deliver continuous improvement activity

• Demonstrates a deep understanding of the technology applications that are needed to support the business

• Ability to work in ambiguous situations, create clarity, and drive towards effective outcomes

• Demonstrates Capital Group’s Core Values and embraces an environment of inclusion and diversity of thought

“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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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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 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.