Order Management Analyst

Posted 3 Days Ago
Be an Early Applicant
Los Angeles, CA, USA
In-Office
117K-188K Annually
Mid level
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role
Manage accurate and timely implementation of equity investment orders across mutual funds and institutional accounts. Perform compliance, portfolio eligibility, ownership, and risk controls; resolve operational issues; support investment teams and portfolio manager transitions; and respond to queries. Identify process improvement and automation opportunities while collaborating with investment, trading, legal, and operations partners. The role requires strong analytical, communication, judgment, risk management, and control-execution skills in an investment management environment.
Summary Generated by Built In

“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 an Order Management Analyst”


As an Order Management Analyst, you will primarily be responsible for the accurate and timely implementation of equity investment orders across a variety of vehicles (e.g. mutual funds, institutional accounts). You will manage operational risk by performing and enhancing key controls such as checking compliance, portfolio eligibility, ownership, and other measures to ensure investment orders adhere to established guidelines. You will be responsible for resolving operational and compliance related issues in a market-driven, fast paced environment, working regularly with key partners such as the investment group, trading, legal and other operational teams. You will work with portfolio managers and research analysts to enable the investment process including supporting investment calls, facilitating portfolio manager/analyst transitions, and responding to general queries. You will identify opportunities and partner with teammates to re-engineer and automate processes to increase operational efficiency. You may participate in department wide or strategic initiatives. 

 

Please note, this role does require you to work in office from Monday-Thursday with the flexibility to work from home on Friday.


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


  • You have outstanding attention to detail and your accuracy is consistent and dependable.
  • You have excellent written and verbal communication skills and can effectively communicate with a diverse group of associates, investment group, and business leaders.
  • You are action oriented with excellent problem solving and analytical skills to tackle complex business problems.
  • You are highly skilled in multitasking and can exercise good judgement for managing competing priorities.
  • You have an exceptional understanding of risk management and overall control environment.
  • You have high learning agility and can adapt to new technology quickly.
  • Experience working in operational, transactional, risk, compliance, or control-oriented environments where accuracy and risk mitigation are critical.
  • You have Experience with order management systems like Charles River (CRD), Tableau and Alteryx a plus.
  • You are a progressive thinker with a passion for process improvement and can leverage technology to achieve operational scale.
  • You have a Bachelor’s degree and have worked within the investment management industry for a few years.

Ideal candidates may come from investment operations, trade operations, portfolio implementation, compliance, securities control, ownership & securities control, transaction processing, or other regulated operational environments where attention to detail, risk management, and control execution are critical.

“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.‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

Los Angeles Base Salary Range: $117,271-$187,634

‎ 

‎ 

‎ 

‎ 

‎ 

 ‎ 

 ‎

 ‎

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.

Skills Required

  • Bachelor's degree
  • A few years of experience in the investment management industry
  • Experience in operational, transactional, risk, compliance, or control-oriented environments where accuracy and risk mitigation are critical
  • Outstanding attention to detail and consistent accuracy
  • Excellent written and verbal communication skills
  • Strong problem-solving and analytical skills
  • Ability to multitask and manage competing priorities using sound judgment
  • Strong understanding of risk management and the overall control environment
  • High learning agility and ability to adapt to new technology
  • Experience with order management systems such as Charles River (CRD), Tableau, or Alteryx
  • Passion for process improvement and ability to leverage technology for operational scale

Capital Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.

  • Retirement Support — Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
  • Strong & Reliable Incentives — Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
  • Inclusive Benefits Coverage — Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.

Capital Group Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Los Angeles, CA
8,820 Employees
Year Founded: 1931

What We Do

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Why Work With Us

Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.

Similar Jobs

Axon Logo Axon

Order Management Analyst

Artificial Intelligence • Cloud • Social Impact • Software • Wearables
In-Office
San Francisco, CA, USA
2700 Employees
57K-91K Annually
In-Office
Carlsbad, CA, USA
1587 Employees
120K-140K Annually

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Assistant Store Manager I

eCommerce • Fashion • Retail • Sales • Wearables • Design
Hybrid
Brea, CA, USA
16000 Employees
19-38 Hourly

Zeta Global Logo Zeta Global

Director of Paid Search, EDU

AdTech • Artificial Intelligence • Marketing Tech • Software • Analytics
Easy Apply
Remote or Hybrid
United States
2429 Employees
120K-140K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account