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Works independently on standard assignments in the Core Ops Trade ops department, supporting investment processes and providing operational services. Responsibilities include trade processing, client reporting, and risk identification. Prepares responses to ad hoc requests, participates in projects, and interacts with internal and external parties.
Responsible for coordinating with internal and external setup for local market openings and system setup to ensure operational readiness for various financial products. Servicing key partners and clients by addressing inquiries and working on standardized assignments under supervision of senior associates.
Client Relations Manager focusing on team and account management, delivering superior client service, building effective teams, and retaining/growing institutional client relationships in the Asia ex Japan region for Capital Group.
Serve as a compliance subject matter expert, providing direction and leadership to the team. Support internal departments and external entities, complete regulatory filings, train, inform, and provide recommendations on policies and procedures. Consult with management to develop supervisory controls and anticipate risks. Synthesize complex information, embrace change, ask great questions, and maintain meaningful relationships. Fine-tune communication style to influence various personalities in an inclusive environment.
Engage with business partners to deliver timely and accurate results measurement and analysis for mutual funds and institutional accounts. Analyze portfolio results, attribution, and analytics for external clients and internal stakeholders. Lead enterprise-wide initiatives and drive evolution of analytical systems.
Lead a team in overseeing daily investment activities, ensure orders are processed accurately and timely, partner with other managers to grow processes, and manage team performance. Foster relationships with various operational teams to support business priorities.
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