Core Ops Business Optimization & Solutions Analyst

Capital Group•Charlotte, NC

2d•Hybrid

About The Position

As a Core Operations Business Optimization & Solutions (BOS) Analyst, you will help scale the business by turning complex operational challenges into practical, sustainable solutions. You will partner with associates and leaders across Core Operations to understand business problems, analyze processes with data, document requirements, and design solutions that improve capacity, risk management, and the associate experience. Your responsibilities will include leading improvement initiatives, enabling and analyzing data insights to identify and assess solution options, and developing business-owned solutions, including agentic workflows. You will coordinate with technology partners when solutions require enterprise engineering or specialized support. You will also help troubleshoot technology issues, modernize legacy solutions, and promote repeatable patterns and knowledge that can be applied across teams.

Requirements

Advanced proficiency with Microsoft Power Platform and Microsoft 365, with the ability to build solutions across SharePoint, Power Automate, Power Query, Power BI, and Copilot Studio
Experience with business systems analysis, data enablement, visualization, analytics, access management, workflow automation, solution testing, and documentation
Ability to learn business practices, systems, data, controls, and technology standards and apply that knowledge to solution design and support
Hands-on experience designing, building, testing, implementing, and maintaining solutions using Microsoft Copilot, Power Query, Power Automate, Power BI, SharePoint, Teams, Excel, and related Microsoft 365 capabilities
Demonstrate curiosity, sound judgment, attention to detail, accountability, and a continuous improvement mindset

Nice To Haves

Proficiency with one or more complementary technologies such as SQL, Python, APIs, CoPilot Agents, GitHub Copilot, and Copilot Cowork is beneficial
General knowledge of mutual funds, the investment management industry and/or certifications in agile, business process mapping, design thinking, or business analysis

Responsibilities

Leading improvement initiatives
Enabling and analyzing data insights to identify and assess solution options
Developing business-owned solutions, including agentic workflows
Coordinating with technology partners when solutions require enterprise engineering or specialized support
Troubleshooting technology issues
Modernizing legacy solutions
Promoting repeatable patterns and knowledge that can be applied across teams
Turning ambiguous business needs into clear problem statements, root-cause analyses, requirements, prototypes, and recommendations that balance value, complexity, risk, scalability, and user needs
Connecting data, process, and technology to enable reliable access and analysis, evaluating data quality, dependencies, integrations, controls, and downstream impacts
Leading small to medium initiatives, managing scope, milestones, risks, dependencies, testing, implementation, adoption, and multiple concurrent efforts with clarity and momentum
Troubleshooting production and technology issues, coordinating fixes with business and technology partners, and communicating status through resolution
Building governed, sustainable solutions with appropriate documentation, testing, change management, continuity, support ownership, and lifecycle planning, while identifying reusable patterns that can scale across teams
Collaborating effectively with subject matter experts, peer developers, technology partners, and leaders
Explaining technical tradeoffs in clear business terms