Order Management Analyst

Capital Group; Los Angeles (CA); On-site; USD 117,000 - 188,000; Full time

Job summary

Capital Group is hiring an Order Management Analyst in Los Angeles to ensure accurate and timely processing of equity orders across mutual funds and institutional accounts. You will work with the investment group, trading, and legal teams to enforce controls and resolve issues in a fast-paced environment.

The role requires a Bachelor’s degree and experience in investment operations or related fields; hands-on with CRD, Tableau, and Alteryx is a plus.

Qualifications

• Outstanding attention to detail and accuracy in a fast-paced environment.
• Strong written and verbal communication with diverse stakeholders.
• Experience in operational, transactional, risk, or control-focused roles is preferred.
• Familiarity with order management systems (CRD), and data tooling like Tableau/Alteryx is a plus.

Responsibilities

• Accurate and timely execution of equity investment orders across multiple vehicle types.
• Manage controls: compliance, portfolio eligibility, ownership, and other risk checks.
• Collaborate with investment groups, trading, legal, and operations to resolve issues.

Skills

Attention to detail

Communication skills

Analytical skills

Multitasking

Risk management

Learning agility

Education

Bachelor's degree

Tools

Charles River CRD

Tableau

Alteryx

Job description

## Order Management AnalystApply: Los Angeles: Full time: Posted Yesterday: JR7273**“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 an Order Management Analyst”**As an Order Management Analyst, you will primarily be responsible for the accurate and timely implementation of equity investment orders across a variety of vehicles (e.g. mutual funds, institutional accounts). You will manage operational risk by performing and enhancing key controls such as checking compliance, portfolio eligibility, ownership, and other measures to ensure investment orders adhere to established guidelines. You will be responsible for resolving operational and compliance related issues in a market-driven, fast paced environment, working regularly with key partners such as the investment group, trading, legal and other operational teams. You will work with portfolio managers and research analysts to enable the investment process including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries. You will identify opportunities and partner with teammates to re-engineer and automate processes to increase operational efficiency. You may participate in department wide or strategic initiatives.**Please note, this role does require you to work in office from Monday-Thursday with the flexibility to work from home on Friday.** **“I am the person Capital Group is looking for.”** * You have outstanding attention to detail and your accuracy is consistent and dependable.* You have excellent written and verbal communication skills and can effectively communicate with a diverse group of associates, investment group, and business leaders.* You are action oriented with excellent problem solving and analytical skills to tackle complex business problems.* You are highly skilled in multitasking and can exercise good judgement for managing competing priorities.* You have an exceptional understanding of risk management and overall control environment.* You have high learning agility and can adapt to new technology quickly.* Experience working in operational, transactional, risk, compliance, or control-oriented environments where accuracy and risk mitigation are critical.* You have Experience with order management systems like Charles River (CRD), Tableau and Alteryx a plus.* You are a progressive thinker with a passion for process improvement and can leverage technology to achieve operational scale.* You have a Bachelor’s degree and have worked within the investment management industry for a few years. Ideal candidates may come from investment operations, trade operations, portfolio implementation, compliance, securities control, ownership & securities control, transaction processing, or other regulated operational environments where attention to detail, risk management, and control execution are critical.**“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 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.Los Angeles Base Salary Range: $117,271-$187,634 *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**.**\\* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.*