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About the Role

The Equity Trade Operations Analyst works as part of a global team performing and reviewing exception handling across all accounts and products. They independently analyze exceptions, identify appropriate actions, determine necessary involvement, and implement solutions. For complex issues, they collaborate with the Lead Analyst. The role involves continuous improvement efforts and may lead small to moderately sized projects.

Responsibilities

Performs and/or provides oversight of daily production and delivery of work to identify, assess, and resolve exceptions for a specific area of focus.
Operates as a technical subject matter expert for their area.
Applies knowledge, experience, sound judgement, and business acumen, to analyze, assess, recommend, and implement solutions in a timely manner and in response to identified exceptions with oversight from the Lead, as necessary.
Collaborates with other Equity Operations facing departments (e.g., legal & compliance, trading, core operations, and vendors) to diagnose and resolve issues and/or move the business forward.
Performs and/or monitors more complex operational duties for investment vehicles servicing the Institutional, Retail, and High-Net Worth distribution channels.
Performs trade confirmation, processing, settlement and claims for global equity markets.
Identifies, recommends, and participates in continuous improvement activities.

Requirements

Strong analytical and problem-solving capabilities.
Ability to assess issues, identify potential solutions, and implement changes/improvements to achieve the right outcomes and that have tangible and impactful implications for the business.
For complex/ambiguous issues, will collaborate with Lead Analyst on best course of action.
Proactively identify opportunities and drive implementation with oversight as needed.
Ability to lead and effectively manage process and procedural changes.
Ability to apply a global mindset when working through issues or developing solutions.
Existing knowledge of, or ability to quickly assimilate to, Capital Group-specific institutional practices and knowledge.
Self-driven (e.g., independently manage workload and achieve target outcomes).
Strong business acumen to understand and anticipate business needs/requirements and use business language in verbal and written communications.
Work effectively across internal and external stakeholder groups with the appropriate level of urgency to solve issues and deliver outcomes in a timely manner.
Strong collaboration skills, working within and across teams and stakeholder groups to proactively develop strong working relationships.
Excellent written and verbal communications skills including with senior stakeholders/leadership with a focus on being able to communicate ‘the why’ behind issues.
Strong appetite and capability to shape and deliver continuous improvement activity.
Demonstrates a deep understanding of the technology applications that are needed to support the business.
Ability to work in ambiguous situations, create clarity, and drive towards effective outcomes.
Demonstrates Capital Group’s Core Values and embraces an environment of inclusion and diversity of thought.

Skills

Analytical skills
Problem-solving skills
Leadership skills
Process management
Global mindset
Business acumen
Collaboration skills
Written communication skills
Verbal communication skills
Continuous improvement
Technology application understanding

Location

Global

Work Type

Flexible work options

Experience Level

Mid-level

Salary/Compensations

Competitive salary
Bonuses
15% retirement contribution

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

Capital Group fosters a culture of belonging, celebrating differences and valuing diverse perspectives, experiences, and backgrounds.
Core values include: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
Capital Group has a nine-decade history of improving lives through successful investing.
Over 9,000 associates in 30+ offices worldwide contribute to client and associate growth.

Equal Opportunity

We are an equal opportunity employer, complying with all federal, state, and local laws that prohibit discrimination.
Policies prohibit unlawful discrimination based on 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.