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Portfolio Guideline Analysis Analyst

Learn more about Capital Group
Capital Group

Capital Group

Portfolio Guideline Analysis Analyst

Los Angeles, CA
Full Time
Paid
  • Responsibilities

    "I can succeed as a Portfolio Guideline Analysis Analyst at Capital Group."

    As a Portfolio Guideline Analysis Analyst based in Los Angeles, you will join a team responsible for overseeing Funds/client accounts investment guidelines and other relevant regulatory portfolio restrictions to ensure they are set up appropriately. You will work independently and partner with teammates to drive projects that improve processes, mitigate risk, and increase service levels. You will participate in new product launches, implementation of compliance rules, and analyzing the impacts of complex transactions. You will leverage technology and automation tools to scale operations to support business growth.

    "I am the person Capital Group is looking for."

    • You have a bachelor's degree in a relevant field of study.
    • You have 2+ years of experience in financial services and knowledge of the investment management industry.
    • You demonstrate strong nimble learning abilities and high attention to detail, work well with differing degrees of ambiguity, and are a driven, proactive problem solver.
    • You have experience analyzing, interpreting, and implementing client or regulatory compliance requirements.
    • You are a skilled communicator; able to synthesize information and present it in a distilled manner.
    • You take the time to create and maintain meaningful relationships. You are a generous collaborator.
    • You exercise good judgment and have a process for managing competing priorities and deadlines. You are comfortable when priorities shift, and you manage change with steadfast composure.
    • You have experience coding compliance rules in CRD or similar platform. Familiarity with Perform and/or Aladdin is a plus.

    Southern California Base Salary Range: $88,022-$140,835

    In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

    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.

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.