Strategic 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

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.