"I can succeed as a Separately Managed Accounts (SMA) Analyst"
As a Separately Managed Account Analyst you are responsible for the accurate implementation of investment orders in SMA models and ensuring the delivery of model changes to sponsor firms in a timely and accurate fashion. You will work independently on most assignments or under the direct supervision of more senior staff on more complex scenarios, projects, analyses, and tasks. You will act as a liaison between our investment group, trading, product, legal, client services and various IO operational teams to deliver business priorities and resolve issues. You will leverage technology and automation tools to scale operations to support business growth. You will participate in or lead team and department-level projects as well as process engineering initiatives.
Want more jobs like this?
Get jobs in Los Angeles, CA delivered to your inbox every week.
"I am the person Capital Group is looking for."
- You have a Bachelor's degree in Business, Finance, or related field
- You have experience in the asset management industry. Experience in SMA is a plus.
- You have operational knowledge of securities, trading, portfolio management, trade settlement, reconciliation, corporate actions, and reporting
- You communicate in a clear and concise manner, with the ability to adapt to different audiences
- You are highly composed while navigating obstacles and/or change
- You are well-organized with acute attention to detail
- You demonstrate aptitude for technology and have experience with CRD, Tableau or Alteryx
- You demonstrate ability to effectively prioritize and methodically follow-through
Southern California Base Salary Range: $92,423-$147,877
Hampton Roads Base Salary Range: $77,983-$124,773
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 Canada and 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.