Core Ops Associate Sr - Invest Ops

“I can influence my income.” 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses). 

COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic, and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.  

“I can succeed as a Core Operations Account Implementation & Support Senior Associate at Capital Group.” 

As a Core Operations Account Implementation & Support Senior Associate, you will be responsible for coordinating with internal and external parties to ensure operational readiness mutual funds, Exchange Traded Funds (ETF), Collective Investment Trusts (CIT) fund launches, and transfers of assets between asset classes. You'll service key partners and clients by addressing inquiries and audit requests. You will monitor and initiate outgoing residual proceeds to clients upon the closing of Capital Group funds. You'll work independently on standardized/recurring assignments while under the direct supervision of more senior associates for complex projects, and ad hoc requests.

Deadline to apply: February 16th, 2024.

“I am the person Capital Group is looking for.” 

• You have a bachelor’s degree in finance, accounting, economics, business, or a relevant field of study.  
• You have industry experience working with mutual funds, Exchange Traded Funds (ETF), Collective Investment Trusts (CIT), and other retail products. The ideal candidate would have a strong operational background with onboarding accounts/funds.
• You are proficient in Microsoft Excel which includes experience with VLOOKUP, INDEX-MATCH, and pivot tables. The ideal candidate would have familiarity with VBA (Virtual Basic for Applications)/Macros, Tableau, and Alteryx.
• You are effective at communicating with internal and external stakeholders with varying levels of experience.  
• You are highly organized with the ability to manage multiple tasks simultaneously without compromising quality in a deadline driven environment.  
• You are a nimble learner with the ability to execute and drive results.
• You are available and open to work overtime to complete account activities/transitions, as needed.

“I can apply in less than 4 minutes.” 

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. 

“I can learn more about Capital Group.” 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 29 offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram. 

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Orange County Base Salary Range: $71,425-$114,280

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, mi