Jobs · Analyst · California

Core Operations Analyst - Account Enablement

Capital Group · Irvine, CA · 1 mo ago
HybridAnalystFull-time

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 control risks, Proven ability to operate effectively in high-risk, high-expectation environments, where accuracy, timeliness, and clear communication are critical, Strong process- and results-driven orientation, with experience improving, standardizing, and documenting processes to reduce operational risk and improve scalability, Comfortable working in ambiguous or evolving environments, independently assessing issues and driving solutions across stakeholders, Demonstrated ownership mentality—accountable for outcomes, follows work through to completion, and escalates risks appropriately

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