Core Ops Analyst (CSOT)

As a CSOT Analyst, you support investment decision-making by monitoring and resolving operational and data issues across cash management, projections, and position oversight. You work with investment operations, teams, and technology partners to diagnose problems and implement practical solutions. You will operate with limited supervision on recurring duties, while potentially leading internal initiatives. Your work helps protect client outcomes and maintain robust controls in a fast-moving investment environment. This role offers cross-functional impact in a values-driven, inclusive culture at Capital Group.

• generous time-away and health benefits from day one
• flexible work options
• 2-for-1 matching gifts
• annual grants for charitable organizations
• on-demand professional development resources
• retirement contribution of 15%

• Oversee recurring controls and operations across Short-Term Cash Management, Cash Projections, Fixed Income Investment Book of Record Cash, Foreign Currency & Position Oversight, and Manager Book of Record Oversight.
• Independently handle standardized tasks; escalate for complex matters to Lead Analyst or manager.
• Review and assist in resolving colleagues' operational control issues.
• Develop working knowledge of investment products, transaction flows, books of record, and supporting systems and data.
• Monitor, analyze, and resolve operational, data, and system issues with cross-team stakeholders.
• Identify root causes, assess business impact, and coordinate resolutions with relevant teams.
• Evaluate dependencies and potential impacts on cash, positions, investment decisions, clients, and shareholders; escalate when needed.
• Coordinate inquiries from Trading, Legal, Investment Operations, and business partners.
• Communicate issues, risks, and recommendations clearly in writing and verbally.
• Build relationships with stakeholders to understand needs and support outcomes; participate in team training and knowledge sharing.

• Strong industry knowledge of investment operations, products, flows, and controls; familiarity with fixed income, derivatives, and related systems.
• Intellectual curiosity, analytical thinking, sound judgment for moderate complexity issues; ability to synthesize information quickly.
• Business acumen to connect operational activity to investment and client outcomes.
• Ability to manage multiple priorities, navigate ambiguity, and drive practical results.
• Clear, professional written and verbal communication.
• Proficiency with Microsoft Word, Excel, PowerPoint; ability to learn business applications; familiarity with AI-enabled tools and Power Platform (Power BI, Power Automate) preferred but not required.
• Accounting, Finance, or Economics related degree preferred.

• Intellectual curiosity
• Strong judgment
• Stakeholder relationship management
• Investment operations
• Fixed income products
• Derivative instruments