Core Ops Business Optimization & Solutions Analyst

capgroup; Town of Charlotte (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Generous time-off and health benefits

2-for-1 matching gifts for charitable/

Access to on-demand professional dev

Job summary

Capital Group in New York seeks a Core Operations Business Optimization & Solutions Analyst to turn complex operational challenges into practical, scalable solutions. You will partner with associates and leaders to analyze processes, document requirements, and design data-driven improvements that boost capacity, risk management, and the associate experience.

You'll lead improvement initiatives, translate business needs into clear statements, and collaborate with technology partners to deliver

Qualifications

• Experience in business systems analysis, data enablement, visualization, analytics.
• Proficiency with SQL, Python, APIs, Copilot agents, and Copilot Cowork.
• Knowledge of mutual funds, the investment management industry and agile certifications or design thinking.

Responsibilities

• Lead improvement initiatives and analyze data insights to identify options.
• Develop and maintain business-owned solutions and agentic workflows.
• Coordinate with technology partners for enterprise engineering support and troubleshooting.
• Modernize legacy solutions and promote repeatable patterns across teams.

Skills

Power Platform

Power BI

SharePoint

Power Automate

Power Query

Copilot Studio

SQL

Python

APIs

GitHub Copilot

Tools

Copilot Studio

GitHub Copilot

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 Business Optimization & Solutions Analyst at Capital Group.\"

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.

Technical capabilities that will help you thrive

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.

Proficiency with one or more complementary technologies such as SQL, Python, APIs, CoPilot Agents, GitHub Copilot, and Copilot Cowork is beneficial.

Ability to learn business practices, systems, data, controls, and technology standards and apply that knowledge to solution design and support.

You have general knowledge of mutual funds, the investment management industry and/or certifications in agile, business process mapping, design thinking, or business analysis.

\"I am the person Capital Group is looking for.\"

You turn ambiguous business needs into clear problem statements, root‑cause analyses, requirements, prototypes, and recommendations that balance value, complexity, risk, scalability, and user needs.

You have hands‑on experience designing, building, testing, implementing, and maintaining solutions using Microsoft Copilot, Power… .

You connect…