Full-Time

Senior Investment Operations Associate-Core Ops

Posted on 10/25/2024

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Compensation Overview

$60.2k - $114.3kAnnually

+ Annual Performance Bonus + Profitability Bonus

Senior

Irvine, CA, USA + 1 more

More locations: Hampton Roads, USA

Category
Supply Chain Management
Operations & Logistics
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • strong analytical and problem-solving capabilities
  • ability to investigate cash, foreign exchange, and position management issues of low to moderate complexity
  • strong business acumen to understand and anticipate business needs/requirements
  • knowledge of investment products
  • strong industry knowledge (investment operations, order flow, short-term cash management, foreign exchange, various book, or record systems, etc.)
  • experience with cash and position management for equity and fixed income products as well as derivative instruments
  • self-driven (e.g., independently manage workload and achieve target outcomes)
  • excellent organizational skills
  • written and verbal communication skills
  • strong collaboration skills – working within and across teams and stakeholder groups
  • ability to work in ambiguous situations, create clarity, and drive towards effective outcomes
  • strong computer skills (e.g., Word, Excel, PowerPoint)
Responsibilities
  • work independently on standardized/recurring assignments
  • work under the direct supervision of more senior staff on complex projects, analyses, and tasks
  • help support investment vehicles servicing the Institutional, Retail, and Private Client Services clients

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, backed by thorough research and analysis. This approach allows them to make informed investment decisions and hold themselves accountable for the results. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and personal accountability among its associates. The company's goal is to enhance the financial well-being of its clients through successful investing.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR to launch interval funds in 2025 shows innovation.
  • Recognition as Best Fixed Income Asset Manager boosts reputation in Australia.
  • Expansion in Greater China with Stella Xu's appointment strengthens market presence.

What critics are saying

  • Key personnel departures like Greggory Cowan pose talent retention challenges.
  • Regulatory hurdles may delay the launch of new investment products.
  • Employment scams using Capital Group's name could damage reputation.

What makes Capital Group unique

  • Capital Group has a 90-year history of successful long-term investing.
  • The firm manages over $2 trillion in equity and fixed income assets.
  • Capital Group is recognized for its high-conviction portfolios and rigorous research.

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