Order Management Analyst

Capital Group; San Francisco (CA); On-site; USD 129,000 - 208,000; Full time

Job summary

As an Order Management Analyst at a leading company, you will ensure the timely implementation of equity investment orders and manage operational risks. The role requires collaboration with multiple teams and favors candidates who excel in communication and problem-solving. Competitive salary and benefits included.

Benefits

Annual performance bonus

Retirement plan with 15% company contribution

Qualifications

• Experience in the investment management industry for a few years.
• High learning agility and quick adaptation to new technology.
• Exceptional understanding of risk management and control environment.

Responsibilities

• Implement equity investment orders accurately and on time.
• Manage operational risk through compliance and eligibility checks.
• Collaborate with investment group, trading, and legal teams.

Skills

Attention to detail

Communication skills

Problem-solving

Analytical skills

Multitasking

Judgment

Risk management understanding

Learning agility

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 primarily be responsible for the accurate and timely implementation of equity investment orders across a variety of vehicles (e.g. mutual funds, institutional accounts, private client accounts etc.) You will manage operational risk by performing and enhancing key controls such as checking compliance, portfolio eligibility, ratings, 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.

“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 judgment in managing competing priorities.
• You make sound and timely decisions that keep the organization moving forward.
• 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 with order management systems like Charles River (CRD) is a plus. Tableau and Alteryx are 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

San Francisco Base Salary Range: $129,588-$207,341

Los Angeles Base Salary Range: $115,254-$184,406

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 Canada and 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.