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Core Ops Analyst - Account Enablement

External
capgroup logoCapgroup · Irvine
Full-timeOn-site1w ago
ExcelPower BI
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Benefits

Health insuranceFlexible schedulePerformance bonus

Additional Information

"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Core Operations Analyst at Capital Group." As a Core Operations Analyst on the Account Enablement team, you will support the setup and ongoing maintenance of Capital Group's Retail products, Institutional/Separate accounts, SMA products, and PCS client accounts. You will develop into a broad subject matter expert across key platforms within the team's remit, including (but not limited to) BlackRock Aladdin, DTCC ALERT, FX Connect, FXall, Tradeweb, and Market Axess. In this role, you will serve as a primary reviewer for the Account Enablement space , acting as a critical quality and risk control by applying a meticulous, highly detail‑oriented lens to ensure accuracy, completeness, and adherence to established standards across all work. You bring strong problem‑solving capabilities and an exceptionally sharp eye for detail , along with the curiosity, sound judgment, and action‑oriented mindset required to navigate complex or ambiguous-often first‑time-situations. You will quickly develop proficiency in leveraging our systems to research, thoroughly diagnose, and resolve operational issues with precision and consistency. You will help lead centralized operational issue triage and resolution, working closely with custodian banks and other third‑party providers, client‑facing partners, and internal Capital Group teams. "I Am the Person Capital Group Is Looking For" Core Qualifications Bachelor's degree in finance, accounting, economics, business, or a related field Working knowledge of the financial services industry; experience supporting Retail and Institutional Separate accounts is a plus Comfortable learning primarily on the job through collaboration with peers, managers, and stakeholders Demonstrated ability to think innovatively and leverage relationships to navigate complex and ambiguous situations across multiple CG teams Strong ability to balance business needs and client expectations, delivering efficient, scalable solutions while maintaining a customized client experience Exceptionally well organized, with experience managing fast‑paced work involving broad internal and external stakeholders Passion for continuous improvement, including enhancing, creating, and documenting processes to support knowledge transfer and business continuity Willingness and flexibility to work overtime as business needs require Preferred / Ideal Candidate Skillset Technical & Systems Expertise Experience working with trading and post‑trade platforms such as: Aladdin FX Connect / FXall Tradeweb MarketAxess DTCC ALERT (or similar financial market infrastructure platforms) Strong technical aptitude with the ability to quickly learn and navigate complex systems, operating models, and workflows Data, Analytics & Reporting Advanced proficiency in Microsoft Excel, including: Building and analyzing pivot tables Using Power Query for data transformation Applying VLOOKUP, XLOOKUP, INDEX‑MATCH, and related formulas Working accurately with large datasets (50,000+ rows) Experience developing reporting or dashboards in Power BI (or similar BI tools) to support analysis, risk monitoring, and decision‑making Risk, Process & Execution Mindset Exceptional attention to detail with a strong risk‑aware mindset, proactively identifying potential issues, gaps, or con


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