Senior Operations Specialist

Capital Group; Los Angeles (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Join a forward-thinking company as a Senior Operations Specialist, where you will play a vital role in enhancing operational frameworks and ensuring compliance with regulatory standards. This position involves collaborating with cross-functional teams and managing vendor relationships while participating in exciting projects like launching new funds and compliance initiatives. With a focus on diversity and inclusion, this innovative firm offers a competitive salary, performance bonuses, and a robust retirement plan, making it an ideal place for professionals looking to make a significant impact in the investment sector.

Benefits

Performance Bonuses

Retirement Plan with 15% Employer Contribution

Diversity and Inclusion Initiatives

Qualifications

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

Responsibilities

• Establish and enhance oversight frameworks for compliance.
• Monitor outsourced services and collaborate with vendors.

Skills

Operations Management

Investment Operations

Fund Administration

Reporting and Analytics

Relationship Development

Communication Skills

Organizational Skills

Process Improvement

Analytical Mindset

Data and Numerical Skills

Education

Bachelor's Degree

Tools

Salesforce (SFDC)

SQL Query Language

MS Excel

Job description

Job Opportunity: Senior Operations Specialist at Capital Group

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

The Senior Operations Specialist plays a key role in daily operations, establishing and enhancing oversight frameworks to ensure compliance with regulatory requirements and investment guidelines. The role involves monitoring outsourced services, working closely with vendors and cross-functional teams, and participating in projects such as launching new funds, series, and programs, as well as compliance initiatives.

Ideal Candidate:

• Bachelor's degree with 5 to 7 years of Operations Management experience
• Experience in investment operations and fund administration
• Proficiency in reporting and analytics to support cross-functional teams
• Ability to handle multiple responsibilities simultaneously
• Strong relationship development skills, both internal and external
• Excellent oral and written communication skills
• Superior organizational skills and attention to detail
• Experience leading process improvement projects
• Analytical mindset with data and numerical skills
• Intermediate MS Excel skills (pivot tables, lookups, formulas)
• Experience with operational governance and Canadian regulatory compliance (asset)
• Experience with Salesforce (SFDC) and SQL query language (plus)

Capital Group values diversity and encourages applications from people with disabilities. Accommodations are available upon request during the selection process.

Compensation includes a competitive base salary, performance bonuses, and a retirement plan with 15% employer contribution. Specific salary ranges and additional benefits are detailed on our website.

We are committed to equal employment opportunity and prohibit discrimination based on various protected characteristics, complying with all relevant laws.