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About the Role

We are seeking individuals who value authenticity and belonging, and who are motivated by the opportunity to influence their income through performance-based compensation. We support associates in leading full lives by providing resources for career growth and personal interests.

Responsibilities

Prepares complex activities requiring manual intervention and consideration of upstream/downstream impacts on trading, valuation, NAV, and financial reporting.
Analyzes the impact of corporate action events with guidance and reaches out to impacted parties.
Monitors assigned standard events to ensure instructions are provided to appropriate parties before deadlines.
Communicates with the Investment Group to provide investment options and request recommendations.
Executes investment decisions, sends instructions on corporate actions, and verifies compliance with guidelines, regulatory rules, tax consequences, and other restrictions with assistance.
Works with necessary teams on processing corporate action events requiring order entry, eligibility criteria, and Action List rating activity.
Answers standard inquiries from business partners including the Investment Group and Trading with guidance.
Performs self-review of work and peer review of some periodic/production work.
Identifies and assesses business risk, determines impacts within the company and to clients, recommends solutions, and collaborates on implementation.
Demonstrates initiative by identifying and communicating issues to reviewers, managers, or others.
Models skills and technical knowledge and provides training to new associates.
Performs small group training to build the team’s foundation of knowledge.
May act as a resource and provide guidance to newer associates.
Provides operational and technical guidance on internal controls to other departments.
Identifies process improvements.
Leverages resources to gather facts, identify and escalate issues, and identify possible solutions, discussing recommendations with management for implementation.
Serves as a liaison between internal and external clients and outsourcing providers to ensure questions and issues are addressed with appropriate confidentiality.
Demonstrates Capital Group’s Core Values and embraces an environment of inclusion and diversity of thought.
Develops credibility and strong working relationships by partnering and collaborating with others to develop recommendations for cross-functional solutions and enable the launch of new products and services.
Participates in small to moderately sized projects.
Participates in and drives continuous improvement initiatives within the team to achieve straight-through processing and improve efficiency and effectiveness.
Escalates operational issues and technical questions timely.

Requirements

Demonstrates working knowledge of securities and investment operations, including characteristics of various investment instruments and market practices.
Demonstrates working knowledge of Excel, Microsoft, and other business applications.
Demonstrates working knowledge of functional team policies, practices, and controls.
Demonstrates working knowledge of accounting, including business operations, financial reporting, and generally accepted accounting principles.
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
Demonstrates effective written and oral communication skills with external teams, such as the Investment Group, which may require judgment regarding the level of detail required.
Builds partnerships and works collaboratively with others to meet shared objectives.
Makes good and timely decisions that keep the organization moving forward.
Consistently achieves results, even under tough circumstances.
Plans and prioritizes work to meet commitments aligned with organizational goals.
Uses a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.
Actively learns through experimentation when tackling new problems, using both successes and failures as learning fodder.

Skills

Excel
Microsoft business applications
Securities and investment operations
Accounting
Financial reporting
Generally accepted accounting principles
Effective written and oral communication
Collaboration
Decision making
Results-driven
Planning and prioritization
Self-awareness
Nimble learning

Location

United States

Work Type

Flexible work options

Experience Level

Experienced (implied by responsibilities and training duties)

Salary/Compensations

Competitive salary
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 charitable organizations
Access on-demand professional development resources
Company-funded retirement contribution (15% of eligible earnings)

About the Company

Capital Group is committed to fostering a strong sense of belonging in a respectful workplace, intentionally seeking diverse perspectives, experiences, and backgrounds.
We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.
Our core values are Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
We invest in our associates, offering a culture, compensation, and opportunities that empower them to build successful and prosperous careers.
Through nine decades, our goal has been to improve people’s lives through successful investing.
We have over 9,000 associates in 30+ offices around the world.
Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Equal Opportunity

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