Core Ops Analyst (CSOT)

“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 CSOT Analyst (LDO) at Capital Group.”

The CSOT Analyst plays a key role in supporting effective investment decision-making and outcomes for clients, the investment group, and shareholders by monitoring, analyzing, and resolving operational, data, and system issues. 

The Capital System Operations Team supports Short-Term Cash Management, Cash Projections, Fixed Income Investment Cash, Foreign Currency & Position Oversight, and Manager book of record Oversight. Working across Investment Operations, the investment groups, Trading, Legal, technology teams, and other business partners, you will facilitate collaboration between investment operations and technology teams to diagnose issues, assess business impacts, recommend solutions, and support timely resolution.

Operating under limited supervision, you will work independently on recurring responsibilities and controls, seek guidance from a Lead Analyst or manager when appropriate, and may lead complex internal initiatives or projects. You will continuously look for ways to enhance processes, procedures, controls, and documentation. Successful CSOT Analysts are intellectually curious, take ownership, build productive stakeholder relationships, and work effectively through ambiguity to drive toward practical outcomes.

Key Responsibilities

Operational Oversight & Controls

• Monitor and support recurring controls and operational activities across Short-Term Cash Management, Cash Projections, Fixed Income Investment Book of Record Cash, Foreign Currency & Position Oversight, and Manager Book of Record Oversight.

• Work independently on standardized and recurring responsibilities, seeking direction from a Lead Analyst or manager for complex or unfamiliar matters.
• Review and assist with other associates’ resolution of daily operational controls.

• Develop and apply working knowledge of investment products, transaction flows, books of record, and the systems, data, and controls that support CSOT’s capabilities.

Issue Resolution & Business Impact

• Monitor, analyze, and resolve operational, data, and system issues with stakeholders across multiple teams and departments.

• Investigate issues, identify root causes and business impacts, facilitate recommendations, and coordinate resolution across relevant teams.

• Evaluate upstream and downstream dependencies and assess potential impacts to cash, positions, investment decision-making, clients, and shareholders; recommend a course of action and escalate to a Lead Analyst or manager when appropriate.

• Coordinate and escalate inquiries from Trading, Legal, other Investment Operations teams, the investment group, and business partners.

• Communicate complex issues, risks, and recommendations clearly and professionally, both in writing and verbally.

Relationship Management & Collaboration

• Build productive relationships with stakeholders across Investment Operations, the investment groups, and technology teams to understand business needs and support effective outcomes.

• Facilitate collaboration between investment operations and technology teams to diagnose issues and support timely resolution.

• Participate in training and knowledge sharing across the team.

• Provide constructive observations to the Lead Analyst or manager and contribute to a collaborative and inclusive team environment.

“I am the person Capital Group is looking for.”

• Strong industry knowledge of investment operations, investment products, transaction flows, and relevant controls, along with familiarity with fixed income products, derivative instruments, and investment management systems, including investment, accounting, and manager or results books of record.

• Intellectual curiosity, analytical thinking, and sound judgment when working through issues of moderate complexity, and the ability to consume, synthesize, and apply new information quickly and accurately.

• Business acumen and the ability to understand stakeholder needs, assess impacts, and connect operational activity to investment and client outcomes.

• Ability to organize and manage multiple priorities, work effectively through ambiguity, and drive toward practical outcomes.

• Clear, professional written and verbal communication skills.

• Proficiency with Microsoft Word, Excel, and PowerPoint and the ability to learn relevant business applications; familiarity with AI-enabled tools and Microsoft Power Platform applications, such as Power BI and Power Automate, is preferred but not required.

• Accounting, Finance, or Economics related degree preferred.

“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.‎ 

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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.