Portfolio Implementation Compliance Analyst

Discover your potential. Build your legacy. Go the distance with Capital Group

At Capital Group, we go the distance — for our people, our clients, and each other. As a global, privately held firm with more than 95 years of history, we believe meaningful careers, like meaningful investing, are built over the long term. That’s why we invest in our associates with the same conviction we bring to our clients — through career growth, purpose-driven work, whole-person wellness, and rewards that recognize your contributions. Here, you’ll find the opportunity, global scale and support to unlock your potential and build a career that lasts.

The Role

As a Portfolio Implementation Compliance Analyst, you’ll help ensure client and shareholder assets are invested accurately and on time while supporting the long-term integrity of investment portfolios. You’ll develop deep knowledge of funds and client accounts, including investment objectives, guidelines, and cash flow needs. Working across legal, client guidelines, portfolio, client-facing, and technology partners, you’ll help keep portfolios aligned, compliant, efficient, and positioned to support clients over the long term.

The Team

You’ll join an investment operations team responsible for helping translate portfolio objectives and client guidelines into accurate implementation. The team partners broadly with Legal, client guidelines specialists, portfolio specialists, client-facing colleagues, and technology professionals to manage portfolio compliance, alignment, risk, and operational efficiency. You’ll work independently on most assignments, with senior staff providing direct support for more complex scenarios, analyses, projects, and tasks.

Your Impact

• Ensure client and shareholder assets are invested accurately and on time in line with portfolio objectives and guidelines.
• Monitor funds and client accounts to support investment objectives, guideline compliance, and cash flow needs.
• Partner with Legal and client guidelines specialists to support ongoing compliance across investment portfolios.
• Collaborate with portfolio specialists, client-facing colleagues, and technology professionals to strengthen portfolio alignment and reduce operational risk.
• Identify opportunities to make processes more efficient, scalable, and resilient as the business grows.
• Apply technology and automation tools to improve productivity, reduce risk, and support process-engineering initiatives.
• Participate in or lead team- and department-level projects that shape how the team operates in the future.

What You’ll Bring

• A self-driven learning style and the ability to become proficient in complex processes quickly.
• Ability to work autonomously while contributing effectively as part of a project team.
• Curiosity about how processes connect and the downstream impact of your decisions and actions.
• A risk-aware, continuous-improvement mindset focused on making processes safer and more efficient.
• Ability to build productive working relationships and use those networks to move work forward.
• Strong analytical skills and interest in applying emerging technologies to improve productivity and reduce risk.

What you’ll get

When you go the distance for our clients, we go the distance for you. You’ll grow through mentoring, leadership programs and tuition reimbursement, and do work that matters at a firm managing $3T+ in AUM for millions of investors worldwide. We invest in your whole life too – with comprehensive wellness and mental health support, family-first benefits, competitive pay with performance and profitability bonuses and a company-funded retirement plan. And as a privately held firm built for the long term, we offer the opportunity and support to build a career that lasts.

Charlotte Base Salary Range: $85,371-$136,594

Southern California Base Salary Range: $99,484-$159,174

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.

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