Core Ops Analyst - Account Enablement

Capital Group•Irvine, CA

22h

About The Position

As a Core Operations Analyst on the Account Enablement team, you will support the setup and ongoing maintenance of Capital Group’s Retail products, Institutional/Separate accounts, SMA products, and PCS client accounts. You will develop into a broad subject matter expert across key platforms within the team’s remit, including (but not limited to) BlackRock Aladdin, DTCC ALERT, FX Connect, FXall, Tradeweb, and Market Axess. In this role, you will serve as a primary reviewer for the Account Enablement space, acting as a critical quality and risk control by applying a meticulous, highly detail‑oriented lens to ensure accuracy, completeness, and adherence to established standards across all work. You bring strong problem‑solving capabilities and an exceptionally sharp eye for detail, along with the curiosity, sound judgment, and action‑oriented mindset required to navigate complex or ambiguous—often first‑time—situations. You will quickly develop proficiency in leveraging our systems to research, thoroughly diagnose, and resolve operational issues with precision and consistency. You will help lead centralized operational issue triage and resolution, working closely with custodian banks and other third‑party providers, client‑facing partners, and internal Capital Group teams.

Requirements

Bachelor’s degree in finance, accounting, economics, business, or a related field
Working knowledge of the financial services industry
Comfortable learning primarily on the job through collaboration with peers, managers, and stakeholders
Demonstrated ability to think innovatively and leverage relationships to navigate complex and ambiguous situations across multiple CG teams
Strong ability to balance business needs and client expectations, delivering efficient, scalable solutions while maintaining a customized client experience
Exceptionally well organized, with experience managing fast‑paced work involving broad internal and external stakeholders
Passion for continuous improvement
Willingness and flexibility to work overtime as business needs require
Experience working with trading and post‑trade platforms such as: Aladdin, FX Connect / FXall, Tradeweb, MarketAxess, DTCC ALERT (or similar financial market infrastructure platforms)
Strong technical aptitude with the ability to quickly learn and navigate complex systems, operating models, and workflows
Advanced proficiency in Microsoft Excel, including: Building and analyzing pivot tables, Using Power Query for data transformation, Applying VLOOKUP, XLOOKUP, INDEX‑MATCH, and related formulas, Working accurately with large datasets (50,000+ rows)
Exceptional attention to detail with a strong risk‑aware mindset, proactively identifying potential issues, gaps, or control risks
Proven ability to operate effectively in high‑risk, high‑expectation environments, where accuracy, timeliness, and clear communication are critical
Strong process‑ and results‑driven orientation
Comfortable working in ambiguous or evolving environments, independently assessing issues and driving solutions across stakeholders
Demonstrated ownership mentality—accountable for outcomes, follows work through to completion, and escalates risks appropriately

Nice To Haves

Experience supporting Retail and Institutional Separate accounts is a plus
Experience developing reporting or dashboards in Power BI (or similar BI tools) to support analysis, risk monitoring, and decision‑making

Responsibilities

Support the setup and ongoing maintenance of Capital Group’s Retail products, Institutional/Separate accounts, SMA products, and PCS client accounts.
Develop into a broad subject matter expert across key platforms within the team’s remit, including (but not limited to) BlackRock Aladdin, DTCC ALERT, FX Connect, FXall, Tradeweb, and Market Axess.
Serve as a primary reviewer for the Account Enablement space, acting as a critical quality and risk control by applying a meticulous, highly detail‑oriented lens to ensure accuracy, completeness, and adherence to established standards across all work.
Quickly develop proficiency in leveraging our systems to research, thoroughly diagnose, and resolve operational issues with precision and consistency.
Help lead centralized operational issue triage and resolution, working closely with custodian banks and other third‑party providers, client‑facing partners, and internal Capital Group teams.
Enhance, create, and document processes to support knowledge transfer and business continuity.
Work overtime as business needs require.