Valuation Analytics Lead, Core Operations

Capital-Group-1; Charlotte (NC); On-site; USD 88,000 - 140,000; Full time

Job summary

Capital Group is seeking a Core Operations Valuation Analyst in Charlotte to support the daily valuation process. You will review and prepare valuation tasks, analyze securities including equities, fixed income and derivatives, and present findings to senior leadership and committees.

You will monitor liquidity classifications, conduct stress testing, and validate vendor prices while collaborating with investment teams and external partners to ensure accuracy and regulatory compliance.

Qualifications

• Strong knowledge of securities, financial markets and valuation techniques (e.g. discounted cash flow, comparable company analysis, spread pricing).
• Experience pricing exchange traded securities, OTC instruments including fixed income and derivatives.

Responsibilities

• Prepare and review daily and periodic valuation tasks respecting regulatory and internal policies.
• Analyze and present valuation data to senior leaders, committees and internal oversight.
• Monitor liquidity classifications and perform stress testing in line with global requirements.
• Validate third-party vendor prices and assess vendor performance on an ongoing basis.

Skills

Valuation techniques

Financial markets

Analytical skills

Vendor management

Communication

Attention to detail

Mentoring

Problem solving

Job description

Capital Group is seeking a Core Operations Valuation Analyst in Charlotte to support the daily valuation process. You will review and prepare valuation tasks, analyze securities including equities, fixed income and derivatives, and present findings to senior leadership and committees.

You will monitor liquidity classifications, conduct stress testing, and validate vendor prices while collaborating with investment teams and external partners to ensure accuracy and regulatory compliance.