Portfolio Implementation Compliance Analyst

Capital Group•Los Angeles, CA

12h•Hybrid

About The Position

As a Portfolio Implementation and Compliance Analyst, you want to participate in the investment operations process to ensure Clients’ and Shareholders’ assets are invested timely and accurately and have a voice in designing the future of the team and department. You will be an expert on our funds and client accounts, understanding their investment objectives, guidelines and meeting cashflow needs while building mutually beneficial relationships with our client-facing colleagues. You will partner with Legal and our client guidelines specialists to ensure ongoing compliance for investment portfolios, and work with portfolio specialists and technology professionals to maximize portfolio alignment, reduce risk and drive efficiencies. You will work independently on most assignments and under the direct supervision of senior staff on more complex scenarios, projects, analyses and tasks. You will participate or lead team and department-level projects leveraging technology and automation tools to scale operations and support business growth including process engineering initiatives. Finally, you will bring energy and enthusiasm to the environment and work collaboratively to help our team meet its business goals.

Requirements

Self-driven, nimble learner who becomes proficient at complex processes rapidly.
Ability to work autonomously or as a contributing member of a project team.
Curious about how things connect and the downstream impacts of actions.
Approach processes with a mindset of making them less risky and more efficient.
Ability to build networks and deploy them to get things done.
Analytical and excited about applying emerging technologies to drive productivity and reduce risk.

Responsibilities

Participate in the investment operations process to ensure Clients’ and Shareholders’ assets are invested timely and accurately.
Have a voice in designing the future of the team and department.
Be an expert on funds and client accounts, understanding their investment objectives, guidelines and meeting cashflow needs.
Build mutually beneficial relationships with client-facing colleagues.
Partner with Legal and client guidelines specialists to ensure ongoing compliance for investment portfolios.
Work with portfolio specialists and technology professionals to maximize portfolio alignment, reduce risk and drive efficiencies.
Work independently on most assignments and under the direct supervision of senior staff on more complex scenarios, projects, analyses and tasks.
Participate or lead team and department-level projects leveraging technology and automation tools to scale operations and support business growth including process engineering initiatives.
Bring energy and enthusiasm to the environment and work collaboratively to help our team meet its business goals.