Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Core Ops Analyst (CSOT) role.
Rezi rewrites your resume against Capital Group's job description. Free.
Tailor your resume to this Core Ops Analyst (CSOT) role.
Rezi rewrites your resume against Capital Group's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Core Ops Analyst (CSOT) posting at Capital Group — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Core Ops Analyst (CSOT) posting at Capital Group — free, in seconds.
About the Role
The CSOT Analyst plays a key role in supporting effective investment decision-making and outcomes for clients, the investment group, and shareholders by monitoring, analyzing, and resolving operational, data, and system issues. The Capital System Operations Team supports Short-Term Cash Management, Cash Projections, Fixed Income Investment Cash, Foreign Currency & Position Oversight, and Manager book of record Oversight. Working across Investment Operations, the investment groups, Trading, Legal, technology teams, and other business partners, you will facilitate collaboration between investment operations and technology teams to diagnose issues, assess business impacts, recommend solutions, and support timely resolution.
Responsibilities
- Monitor and support recurring controls and operational activities across Short-Term Cash Management, Cash Projections, Fixed Income Investment Book of Record Cash, Foreign Currency & Position Oversight, and Manager Book of Record Oversight.
- Work independently on standardized and recurring responsibilities, seeking direction from a Lead Analyst or manager for complex or unfamiliar matters.
- Review and assist with other associates’ resolution of daily operational controls.
- Develop and apply working knowledge of investment products, transaction flows, books of record, and the systems, data, and controls that support CSOT’s capabilities.
- Monitor, analyze, and resolve operational, data, and system issues with stakeholders across multiple teams and departments.
- Investigate issues, identify root causes and business impacts, facilitate recommendations, and coordinate resolution across relevant teams.
- Evaluate upstream and downstream dependencies and assess potential impacts to cash, positions, investment decision-making, clients, and shareholders; recommend a course of action and escalate to a Lead Analyst or manager when appropriate.
- Coordinate and escalate inquiries from Trading, Legal, other Investment Operations teams, the investment group, and business partners.
- Communicate complex issues, risks, and recommendations clearly and professionally, both in writing and verbally.
- Build productive relationships with stakeholders across Investment Operations, the investment groups, and technology teams to understand business needs and support effective outcomes.
- Facilitate collaboration between investment operations and technology teams to diagnose issues and support timely resolution.
- Participate in training and knowledge sharing across the team.
- Provide constructive observations to the Lead Analyst or manager and contribute to a collaborative and inclusive team environment.
Requirements
- Strong industry knowledge of investment operations, investment products, transaction flows, and relevant controls, along with familiarity with fixed income products, derivative instruments, and investment management systems, including investment, accounting, and manager or results books of record.
- Intellectual curiosity, analytical thinking, and sound judgment when working through issues of moderate complexity, and the ability to consume, synthesize, and apply new information quickly and accurately.
- Business acumen and the ability to understand stakeholder needs, assess impacts, and connect operational activity to investment and client outcomes.
- Ability to organize and manage multiple priorities, work effectively through ambiguity, and drive toward practical outcomes.
- Clear, professional written and verbal communication skills.
- Proficiency with Microsoft Word, Excel, and PowerPoint and the ability to learn relevant business applications.
- Familiarity with AI-enabled tools and Microsoft Power Platform applications, such as Power BI and Power Automate, is preferred but not required.
Skills
- Investment Operations
- Investment Products
- Transaction Flows
- Fixed Income Products
- Derivative Instruments
- Investment Management Systems
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- AI-enabled tools
- Power BI
- Power Automate
Location
- United States
Work Type
- Flexible work options
Experience Level
- Limited supervision
- Work independently on recurring responsibilities and controls
- Seek guidance from a Lead Analyst or manager when appropriate
- May lead complex internal initiatives or projects
- Issues of moderate complexity
Education Level
- Accounting, Finance, or Economics related degree preferred
Salary/Compensations
- Competitive salary
- Bonuses
- Individual annual performance bonus
- Capital's annual profitability bonus
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 (15% of eligible earnings)
- Retirement plan
About the Company
- At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why 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. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
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. As equal opportunity employers, 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.