Senior Operations Specialist

Capital Group; Irvine (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking company as a Senior Operations Specialist, where you'll play a crucial role in ensuring compliance and enhancing operational efficiency. This position requires a blend of strong analytical skills and operational management experience. You will collaborate with cross-functional teams and vendors to uphold regulatory standards while participating in exciting projects like new fund launches. With a competitive salary and performance bonuses, this role offers a unique opportunity to contribute to impactful initiatives in a dynamic work environment. If you thrive in a fast-paced setting and are passionate about operational excellence, this is the perfect opportunity for you.

Benefits

Annual Performance Bonus

Profitability Bonus

Retirement Plan with 15% Contribution

Accommodations for Disabilities

Qualifications

• 5-7 years of Operations Management experience required.
• Experience in investment operations and fund administration is essential.

Responsibilities

• Establish oversight framework for regulatory compliance.
• Participate in projects related to new fund launches and compliance initiatives.

Skills

Operations Management

Investment Operations

Reporting and Analytics

Communication Skills

Organizational Skills

Process Improvement

Analytical Mindset

Vendor Management

Education

Bachelor's Degree

Tools

MS Excel

Salesforce (SFDC)

SQL

Job description

"I can succeed as a Senior Operations Specialist at Capital Group."

Capital Group has been providing investment solutions to Canadian investors since 2000, with portfolios offered by Capital International Asset Management (Canada), a Capital Group affiliate.

The Senior Operations Specialist plays a key role in the day-to-day operations. You will establish and enhance the oversight framework to ensure adherence to regulatory requirements and investment guidelines. You have experience building a consistent approach in monitoring outsourced services (internal and external) and working closely with vendors and cross-functional teams to ensure compliance with regulations. This role will also involve participating in projects such as the launch of new funds, series, and programs, as well as compliance-related initiatives.

Qualifications and Experience

1. You have a Bachelor's degree with 5 to 7 years of Operations Management experience.
2. You have investment operations and fund administration experience.
3. You have experience with reporting and analytics to support cross-functional teams.
4. You are capable of handling multiple responsibilities simultaneously.
5. You can develop and manage internal and external relationships.
6. You possess strong oral and written communication skills.
7. You have superior organizational skills and attention to detail.
8. You have participated in or led projects related to process improvement initiatives.
9. You have an analytical mindset with the ability to work with data and numbers.
10. You have intermediate experience in MS Excel (pivot tables, lookups, formulas).
11. Previous experience with operational governance and Canadian regulatory compliance is an asset.
12. Experience with Salesforce (SFDC) and SQL query language is a plus.

CIAM welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates participating in all aspects of the selection process.

In addition to a competitive base salary, eligible employees may receive an individual annual performance bonus, Capital's annual profitability bonus, and participate in a retirement plan with Capital contributing 15% of eligible earnings.

Learn more about our compensation and benefits.

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

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