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Capital Group

Core Ops Analyst

Posted 23 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
88K-140K Annually
Junior
In-Office
Charlotte, NC, USA
88K-140K Annually
Junior
Support setup and maintenance of retail, institutional, SMA, and PCS client accounts; become SME on post-trade platforms; review account enablement work for accuracy and risk; research and resolve operational issues with custodians and third parties; lead issue triage, improve processes, and produce reporting/analytics.
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“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 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

“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.‎ 

Charlotte Base Salary Range: $87,776-$140,442

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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.

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