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The role involves managing account setup, onboarding, and maintenance while overseeing trade operations such as settlement, confirmation, and fail management. The analyst will also drive process improvements by leveraging technology, data, and AI to enhance operational efficiency and risk controls.
Requirements
Candidates should have 4 to 10 years of experience in investment or trade operations with a strong understanding of financial markets and institutional account structures. Proficiency in Microsoft Excel and experience with market infrastructure platforms are highly preferred, alongside strong analytical and problem-solving capabilities.
Full job description
“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 Lead"
The Account Enablement – Trade Operations role is a hybrid role that brings together two critical areas of Investment Operations: Account Enablement and Trade Operations. The role supports the setup, onboarding, maintenance, and restructuring of Capital Group accounts, while also managing key trade operations activities across global markets, including post-trade confirmation, settlement, fail management, foreign exchange funding, claims, restriction removals, and related operational workflows.
This role is ideal for someone who enjoys variety, is comfortable operating in a fast-moving and sometimes ambiguous environment and is motivated by solving problems across teams. The successful candidate will work closely with internal partners, external service providers, custodians, brokers, Trading teams, Legal, Technology, and other Investment Operations teams to ensure account and trade-related activities are managed accurately, efficiently, and with strong risk discipline.
We are looking for someone who brings a strong can-do attitude, is willing to learn on the job, and can adapt as the needs of the business evolve. Just as importantly, this individual should be open to new ways of working, including the use of technology, automation, data, and AI to improve processes, strengthen controls, and create capacity for higher-value work.
Key Responsibilities:
Account Enablement and Trade Operations Delivery
Support the setup, onboarding, maintenance, restructuring, and termination of Capital Group accounts across global markets.
Help manage unique country, market, client, and account-specific requirements by partnering with a wide range of internal and external stakeholders.
Perform and/or oversee day-to-day trade operations activities, including trade confirmation, settlement, failed trade management, foreign exchange funding, claims, private placements, restriction removals, and account or fund changes.
Ensure transactions and account changes are handled accurately and in line with global trading, client, regulatory, and external market requirements.
Apply a strong quality and control mindset to ensure market openings, account maintenance, and trade-related activities are completed accurately, completely, and within expected timelines.
Risk, Issue and Exception Management
Analyze reports, system exceptions, and breaks between internal and external systems, including broker and custodian platforms.
Identify, assess, and resolve operational risks such as missed deadlines, trade or confirmation discrepancies, incomplete account setup, control gaps, financial exposure, or client-impacting issues.
Partner with Trading, Legal, Technology, Investment Operations, and external parties to resolve issues in a timely and practical manner.
Escalate risks appropriately based on urgency, impact, complexity, and potential client or business exposure.
Support strong operational governance by ensuring issues are clearly communicated, documented, tracked, and resolved with sustainable outcomes.
Process Improvement, Technology and AI Mindset
Proactively identify opportunities to improve, simplify, standardize, and scale operational processes.
Support continuous improvement initiatives that increase straight-through processing, reduce manual touchpoints, improve controls, and create capacity for the team.
Explore how technology, automation, data, and AI tools can be used responsibly to improve decision-making, enhance risk monitoring, and support more efficient workflows.
Partner with Technology and other teams to support system enhancements, testing, procedure updates, training, and readiness for new products, capabilities, regulatory changes, or process improvements.
Be curious and open-minded about new tools and ways of working, while maintaining strong judgment around risk, governance, and appropriate use.
Collaboration and Knowledge Sharing
Work as part of a global team and build strong relationships across internal teams and external partners.
Collaborate effectively with peers, managers, stakeholders, and business partners to diagnose issues, solve problems, and move work forward.
Share knowledge and contribute to team learning, business continuity, and cross training across Account Enablement and Trade Operations.
Communicate clearly and professionally with stakeholders, including explaining the “why” behind issues, risks, decisions, and recommended actions.
Contribute positively to a team culture built on trust, inclusion, adaptability, ownership, and continuous learning.
"I am the person Capital Group is looking for."
Core Skills
Strong analytical and problem-solving skills, with the ability to assess issues, identify root causes, and recommend practical solutions.
Strong attention to detail and a risk-aware mindset, especially when working with high-risk, time-sensitive, or client-impacting activities.
Ability to operate in ambiguous situations, create clarity, and drive work toward effective outcomes.
Strong organizational skills, with the ability to manage multiple priorities in a fast paced and deadline-driven environment.
Good business judgment and the ability to balance client needs, business requirements, operational risk, and scalable solutions.
Clear written and verbal communication skills, including the ability to communicate effectively with senior stakeholders and explain complex matters in a simple and practical way.
Comfortable learning through hands-on experience, collaboration, feedback, and exposure to new situations.
Mindset and Behaviors
Adaptable and flexible, with the ability to respond positively to changing business needs, priorities, systems, and processes.
Strong team player who is willing to collaborate across functions, support peers, and contribute to shared outcomes.
Curious and willing to learn, especially in areas such as new markets, account structures, trade workflows, systems, automation, data, and AI.
Positive can-do attitude, with a willingness to take ownership, follow through, and help the team move forward.
Continuous improvement mindset, with a passion for making processes simpler, stronger, and more scalable.
Demonstrates sound judgment, accountability, and professionalism when managing risk, issues, and stakeholder expectations.
Embraces Capital Group’s core values and contributes to an inclusive environment where diverse perspectives are welcomed.
Preferred Experience and Technical Knowledge
Approximately 4 to 10 years of relevant experience in investment operations, trade operations, account implementation, account onboarding, fund operations, or a related financial services function.
Working knowledge of financial markets, investment operations, institutional account structures, or post-trade processes.
Experience with trading, settlement, confirmation.
Good to have experience of market infrastructure platforms such as Aladdin, FX Connect, FX all, Tradeweb, MarketAxess, DTCC ALERT, or similar systems would be helpful.
Strong technical aptitude and willingness to quickly learn internal and external systems, workflows, and operating models.
Experience using Microsoft Power Platform tools, reporting tools, workflow tools, or data analytics to support process improvement, risk monitoring, or decision-making would be advantageous.
Advanced proficiency with Microsoft Excel is highly preferred
Interest in using AI and automation responsibly to improve operational workflows, generate insights, reduce manual effort, and support better business outcomes.
Experience improving, documenting, or standardizing processes to support knowledge transfer, scalability, and business continuity.
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
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. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
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.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
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.
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. For over 90 years we've provided carefully researched investment solutions and services to financial professionals.
*** We've been made aware of an employment scam fraudulently using Capital Group's name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job on boarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity.***
Capital Client Group, Inc.
For important legal information please click the company details website link.
Offices: 333 South Hope Street, Los Angeles, CA 90071, US
Investment ManagementWealth ManagementFinanceAdviceFinancial ServicesVenture Capital
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