Core Ops Analyst

111 CRMC Capital Research & Mgmt; Town of Charlotte (NY); Hybrid; USD 88,000 - 140,000; Full time

Job summary

Capital Group in Charlotte, NC is seeking a Core Operations Analyst to support setup and ongoing maintenance of Retail, Institutional, SMA, and PCS client accounts. You will become a subject matter expert across key platforms and act as a primary reviewer to ensure accuracy and risk controls.

You will leverage systems to research and resolve operational issues, lead centralized issue triage with custodians and internal teams, and contribute to scalable processes while maintaining client focus.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or related field.
• Strong Excel skills and familiarity with Power BI.
• Ability to navigate complex processes with accuracy and strong attention to detail.

Responsibilities

• Support setup and ongoing maintenance of Retail, Institutional/Separate accounts, SMA products, and PCS client accounts.
• Develop into a broad SME across key platforms within the team’s remit and act as a primary reviewer for quality and risk control.
• Research, diagnose, and resolve operational issues with precision and consistency using Capital’s systems.
• Lead centralized operational issue triage and resolution with custodian banks and internal teams.
• Contribute to documenting processes to support knowledge transfer and business continuity.

Skills

Finance knowledge

Attention to detail

Problem solving

Fast learner

Communication

Overtime flexibility

Education

Bachelor’s degree in finance, accounting, economics, business, or related field

Tools

Aladdin FX Connect

FXall

Tradeweb

MarketAxess

DTCC ALERT

Job description

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"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 factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options. Receive 2‑for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love. Access on‑demand professional development resources that allow you to hone existing skills and learn new ones.

"I can succeed as a Core Operations Analyst at Capital Group."

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.

"I Am the Person Capital Group Is Looking For"

Core Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or a related field
• Working knowledge of the financial services industry; experience supporting Retail and Institutional Separate accounts is a plus
• 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, including enhancing, creating, and documenting processes to support knowledge transfer and business continuity
• Willingness and flexibility to work overtime as business needs require.

Preferred / Ideal Candidate Skillset

Technical & Systems Expertise

• 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

Data, Analytics & Reporting

• Advanced proficiency in Microsoft Excel, including:
• Building and analyzing pivot tables
• Using Power Query for data transformation
• Applying VLOOKUP, XLOOKUP, INDEX‑MATCH, and related formulasWorking accurately with large datasets (50,000+ rows)
• Experience developing reporting or dashboards in Power BI (or similar BI tools) to support analysis, risk monitoring, and decision‑making

Risk, Process & Execution Mindset

• 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, with experience improving, standardizing, and documenting processes to reduce operational risk and improve scalability
• 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

Charlotte Base Salary Range: $87,776-$140,442

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, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long‑term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

"I can learn more about Capital Group."

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