Order Management Analyst

Capital Group; Los Angeles (CA); On-site; USD 115,000 - 185,000; Full time

Job summary

A leading company is seeking an Order Management Analyst to oversee equity investment orders in Los Angeles. This role involves managing operational risks, improving processes, and collaborating with various teams. Candidates should have excellent communication and analytical skills as well as a Bachelor's degree in a relevant field.

Benefits

Annual performance bonuses

Profitability bonus

Retirement plan with 15% employer contribution

Qualifications

• Experience in investment management required.
• Quick to learn new technologies.
• Innovative approach towards operational scalability.

Responsibilities

• Manage operational risk and compliance checks.
• Collaborate with various teams to resolve issues.
• Identify process improvement opportunities.

Skills

Attention to detail

Problem-solving

Analytical skills

Communication skills

Multitasking

Risk management

Process improvement

Education

Bachelor’s degree

Tools

Charles River (CRD)

Tableau

Alteryx

Job description

I can succeed as an Order Management Analyst

As an Order Management Analyst, you will be responsible for the accurate and timely implementation of equity investment orders across various vehicles (e.g., mutual funds, institutional accounts, private client accounts). You will manage operational risk by performing and enhancing controls such as compliance checks, portfolio eligibility, ratings, and ownership to ensure adherence to guidelines. You will resolve operational and compliance issues in a fast-paced environment, collaborating with investment groups, trading, legal, and operational teams. You will support the investment process by working with portfolio managers and research analysts, facilitating transitions, and responding to queries. Additionally, you will identify process improvement opportunities and partner with teammates to automate workflows, increasing operational efficiency. Participation in strategic initiatives may also be required.

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

• You have exceptional attention to detail and consistent accuracy.
• You possess excellent written and verbal communication skills to engage effectively with diverse teams and leaders.
• You are action-oriented with strong problem-solving and analytical skills for complex issues.
• You are skilled at multitasking and managing priorities with good judgment.
• You make timely and sound decisions to keep operations moving smoothly.
• You have a thorough understanding of risk management and controls.
• You are quick to learn new technologies; experience with order management systems like Charles River (CRD), Tableau, or Alteryx is a plus.
• You are innovative with a passion for process improvement and leveraging technology for operational scale.
• You hold a Bachelor’s degree and have relevant experience in investment management.

Salary ranges are as follows:

• San Francisco: $129,588 - $207,341
• Los Angeles: $115,254 - $184,406

In addition to base salary, you are eligible for annual performance bonuses, a profitability bonus, and a retirement plan with a 15% employer contribution, subject to plan guidelines and vesting requirements.

Learn more about our compensation and benefits.

* Temporary positions in Canada and the US are excluded from these plans.

We are an equal opportunity employer, complying with all laws that prohibit discrimination based on race, religion, gender, age, disability, and other protected characteristics.