Order Management Analyst

Capital Group•Los Angeles, CA

2d•Hybrid

About The Position

As an Order Management Analyst, you will primarily be responsible for the accurate and timely implementation of equity investment orders across a variety of vehicles (e.g. mutual funds, institutional accounts). You will manage operational risk by performing and enhancing key controls such as checking compliance, portfolio eligibility, ownership, and other measures to ensure investment orders adhere to established guidelines. You will be responsible for resolving operational and compliance related issues in a market-driven, fast paced environment, working regularly with key partners such as the investment group, trading, legal and other operational teams. You will work with portfolio managers and research analysts to enable the investment process including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries. You will identify opportunities and partner with teammates to re-engineer and automate processes to increase operational efficiency. You may participate in department wide or strategic initiatives.

Requirements

Outstanding attention to detail and consistent and dependable accuracy.
Excellent written and verbal communication skills and ability to effectively communicate with a diverse group of associates, investment group, and business leaders.
Action oriented with excellent problem solving and analytical skills to tackle complex business problems.
Highly skilled in multitasking and ability to exercise good judgement for managing competing priorities.
Exceptional understanding of risk management and overall control environment.
High learning agility and ability to adapt to new technology quickly.
Experience working in operational, transactional, risk, compliance, or control-oriented environments where accuracy and risk mitigation are critical.
Progressive thinker with a passion for process improvement and ability to leverage technology to achieve operational scale.
Bachelor’s degree.
Worked within the investment management industry for a few years.

Nice To Haves

Experience with order management systems like Charles River (CRD), Tableau and Alteryx a plus.
Ideal candidates may come from investment operations, trade operations, portfolio implementation, compliance, securities control, ownership & securities control, transaction processing, or other regulated operational environments where attention to detail, risk management, and control execution are critical.

Responsibilities

Accurate and timely implementation of equity investment orders across a variety of vehicles (e.g. mutual funds, institutional accounts).
Manage operational risk by performing and enhancing key controls such as checking compliance, portfolio eligibility, ownership, and other measures to ensure investment orders adhere to established guidelines.
Resolve operational and compliance related issues in a market-driven, fast paced environment, working regularly with key partners such as the investment group, trading, legal and other operational teams.
Work with portfolio managers and research analysts to enable the investment process including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries.
Identify opportunities and partner with teammates to re-engineer and automate processes to increase operational efficiency.
Participate in department wide or strategic initiatives.