Core Ops Business Optimization & Solutions Analyst

111 CRMC Capital Research & Mgmt; Town of Charlotte (NY); Hybrid; USD 108,000 - 173,000; Full time

Benefits offered by this job

Performance bonus

Profitability bonus

Retirement plan (Capital contributes

Job summary

Capital Group is seeking a Core Operations Business Optimization & Solutions Analyst to turn complex operational challenges into practical, scalable solutions. You’ll partner with associates and leaders to analyze processes, document requirements, and design improvements that enhance capacity, risk management, and the associate experience.

You will lead small-to-medium initiatives, coordinate with technology partners, and help modernize legacy solutions while promoting reusable patterns across

Qualifications

• Experience turning complex operational challenges into practical solutions.
• Ability to analyze data, document requirements, and design scalable solutions.
• Experience with Microsoft 365 tools including Power Platform, Power BI, SharePoint.

Responsibilities

• Lead improvement initiatives across Core Operations.
• Collaborate with technology partners to deliver enterprise solutions.
• Troubleshoot production issues and promote reusable patterns across teams.

Skills

Data analysis

Requirements gathering

Problem solving

Cross-functional collaboration

Communication

Tools

Power Platform

Power BI

SharePoint

Copilot Studio

SQL

Python

APIs

GitHub Copilot

Copilot Cowork

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 Query, Power Automate, Power BI, SharePoint, Teams, Excel, and related Microsoft 365 capabilities. You connect data, process, and technology to enable reliable access and analysis, evaluating data quality, dependencies, integrations, controls, and downstream impacts. You lead small to medium initiatives, managing scope, milestones, risks, dependencies, testing, implementation, adoption, and multiple concurrent efforts with clarity and momentum. You troubleshoot production and technology issues, coordinate fixes with business and technology partners, and communicate status through resolution. You build governed, sustainable solutions with appropriate documentation, testing, change management, continuity, support ownership, and lifecycle planning, while identifying reusable patterns that can scale across teams. You collaborate effectively with subject matter experts, peer developers, technology partners, and leaders; explain technical tradeoffs in clear business terms; and demonstrate curiosity, sound judgment, attention to detail, accountability, and a continuous improvement mindset.

“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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Charlotte Base Salary Range: $108,048-$172,877

Southern California Base Salary Range: $125,909-$201,454

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.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience