Portfolio Implementation Compliance Analyst

111 CRMC Capital Research & Mgmt; Los Angeles (CA); On-site; USD 99,000 - 159,000; Full time

Benefits offered by this job

Annual performance bonus

Profitability bonus

Retirement plan with 15% employer con­

Job summary

Capital Group in Southern California is seeking a Portfolio Implementation and Compliance Analyst to ensure timely and accurate handling of clients’ and shareholders’ assets while aligning portfolios with investment objectives and guidelines.

You will collaborate with Legal and guidelines specialists, work with portfolio specialists and tech teams to maximize efficiency, and contribute to process engineering initiatives across the department.

Responsibilities

• Ensure ongoing compliance for investment portfolios and client accounts.
• Work with Legal and client guidelines specialists to maintain investment guidelines.

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 Portfolio Implementation Compliance Analyst at Capital Group.” As a Portfolio Implementation and Compliance Analyst, you want to participate in the investment operations process to ensure Clients’ and Shareholders’ assets are invested timely and accurately and have a voice in designing the future of the team and department. You will be an expert on our funds and client accounts, understanding their investment objectives, guidelines and meeting cashflow needs while building mutually beneficial relationships with our client‑facing colleagues. You will partner with Legal and our client guidelines specialists to ensure ongoing compliance for investment portfolios, and work with portfolio specialists and technology professionals to maximize portfolio alignment, reduce risk and drive efficiencies. You will work independently on most assignments and under the direct supervision of senior staff on more complex scenarios, projects, analyses and tasks. You will participate or lead team and department‑level projects leveraging technology and automation tools to scale operations and support business growth including process engineering initiatives. Finally, you will bring energy and enthusiasm to the environment and work collaboratively to help our team meet its business goals.

“I am the person Capital Group is looking for.” I am a self‑driven, nimble learner who becomes proficient at complex processes rapidly. I can work autonomously or as a contributing member of a project team. I am curious about how things connect and the downstream impacts of my actions. I approach processes with a mindset of making them less risky and more efficient. I build networks and deploy them to get things done. I am analytical and excited about applying emerging technologies to drive productivity and reduce risk.

“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.

Southern California Base Salary Range: $99,484-$159,174

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.

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.