Core Ops Equity Trade Associate Senior
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-10
Listing for:
Capital-Group-1
Full Time
position Listed on 2026-10-10
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Compliance, Banking Operations, Risk Manager/Analyst
Job Description & How to Apply Below
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 r 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 Associate Senior at Capital Group.”As a Core Operations Associate Senior on the Trade Operations team, you'll support Capital Group's global equity trading activity across markets, investment vehicles, and client accounts.
You will help ensure accurate and timely trade processing and settlement, investigate exceptions, use data to monitor risk and performance, and contribute to process improvements that strengthen controls and improve the effectiveness and scalability of our global operating model.
What you will do
· Perform and support daily global equity trade operations, including trade capture and enrichment, confirmation, settlement, reconciliation, exception management, and resolution of trade, cash, and position discrepancies.
· Investigate trade breaks and operational exceptions, assess downstream impacts, communicate findings clearly, and drive assigned issues through timely resolution.
· Partner with Trading, Investment Operations, brokers, custodians, counter parties, and service providers to exchange information and support accurate transaction processing.
· Use operational data to identify trends, recurring exceptions, control risks, and opportunities for process improvement.
· Prepare and maintain operational reporting, dashboards, key performance indicators, and risk metrics using advanced Excel, Power BI, or comparable analytical tools.
· Contribute to process improvement and automation efforts that reduce manual work, strengthen controls, standardize procedures, and improve scalability.
· Document procedures and process changes and participate in testing, implementation, and operational readiness activities for system or business enhancements.
· Demonstrate ownership for assigned work, manage competing priorities, communicate status and risks, and escalate issues appropriately.
I am the person Capital Group is looking for.
Basic Qualifications
· Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
· Experience in financial services, investment operations, trade operations,…
Position Requirements
10+ Years
work experience
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