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About the Role

As a Core Operations Reference Data Senior Associate, you will play a key role in ensuring the quality, accuracy, and reliability of data supporting investment and operational processes. You will manage critical reference data, solve complex data challenges, collaborate with stakeholders, and contribute to initiatives that enhance efficiency, scalability, and client outcomes.

Responsibilities

• Manage critical reference data across domains such as securities, issuers, credit ratings, industry classifications and investment analytics data.
• Solve complex data challenges.
• Collaborate with stakeholders across the organization.
• Contribute to initiatives that enhance efficiency, scalability and client outcomes.
• Work overtime as needed.

Requirements

• Bachelor's degree in finance, accounting, economics, business, or a relevant field of study.
• Strong knowledge and a minimum of 2 years' experience in securities, mutual funds, financial markets, and investment products.
• Proficient in Microsoft Office with advanced Excel skills.
• Experience with Power BI or other data visualization tools is a plus.
• Experience with Aladdin Security Master, Bloomberg, and/or other leading Enterprise Data Management platforms is preferred.
• Ability to work effectively in ambiguous situations, create clarity, and drive towards effective outcomes.
• Proactively identify opportunities to improve processes, reduce risk and enhance operational efficiency.
• Effective communication with stakeholders and ability to build strong working relationships across teams.
• Thrive in team settings, ask thoughtful questions, share ideas and perspectives, and contribute positively to collective outcomes.
• Highly detail-oriented with demonstrated accuracy in a fast-paced, deadline-driven environment.

Skills

• Microsoft Office
• Advanced Excel
• Power BI
• Data visualization tools
• Aladdin Security Master
• Bloomberg
• Enterprise Data Management platforms

Work Type

• Flexible work options

Experience Level

• Minimum of 2 years' experience

Education Level

• Bachelor's degree in finance, accounting, economics, business, or a relevant field of study

Salary/Compensations

• Competitive salary
• Bonuses
• Individual annual performance bonus
• Capital's annual profitability bonus
• Retirement plan where Capital contributes 15% of eligible earnings

Benefits

• Generous time-away
• Health benefits from day one
• 2-for-1 matching gifts for charitable contributions
• Opportunity to secure annual grants for organizations
• On-demand professional development resources
• Company-funded retirement contribution

About the Company

• At Capital Group, the success of the people who invest with us depends on the people in whom we invest.
• 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.
• More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
• We live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

Equal Opportunity

• 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.
• 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.