Demo

Investment Portfolio Specialist

Capital Group
Cerritos, CA Full Time
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/5/2025

**Job Summary**

We are seeking an experienced Investment Portfolio Specialist to join our team. In this role, you will be responsible for implementing equity investment orders accurately and efficiently, while managing operational risk and ensuring compliance with established guidelines.

Key responsibilities will include:

  • Performing key controls, such as compliance checks, portfolio eligibility assessments, ratings evaluations, and ownership verification
  • Managing operational risk and resolving operational and compliance-related issues
  • Collaborating with key partners, such as the investment group, trading, legal, and other operational teams

The ideal candidate will have an exceptional understanding of risk management and the overall control environment, with experience working with order management systems like Charles River (CRD). Proficiency in tools like Tableau and Alteryx is also desirable.

This is an exciting opportunity to join a dynamic team and contribute to the success of our organization.

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Investment Portfolio Specialist?

Sign up to receive alerts about other jobs on the Investment Portfolio Specialist career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$116,865 - $160,036
Income Estimation: 
$142,019 - $220,718
Income Estimation: 
$171,476 - $268,321
Income Estimation: 
$186,654 - $298,212
Income Estimation: 
$65,044 - $88,745
Income Estimation: 
$81,115 - $111,302
Income Estimation: 
$168,173 - $306,433
Income Estimation: 
$81,115 - $111,302
Income Estimation: 
$102,977 - $139,811
Income Estimation: 
$341,017 - $487,702
Income Estimation: 
$102,977 - $139,811
Income Estimation: 
$133,653 - $195,399
Income Estimation: 
$525,322 - $679,598
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Capital Group

Capital Group
Hired Organization Address Los Angeles, CA Full Time
“I can succeed as a Fixed Income Portfolio Analysis Associate at Capital Group.” As a Fixed Income Portfolio Analysis As...
Capital Group
Hired Organization Address Irvine, CA Full Time
“I can succeed as the Global Technology Business Management Director at Capital Group.” The Global Technology Business M...
Capital Group
Hired Organization Address Cerritos, CA Full Time
**Order Management System Expertise** We are looking for an experienced Equity Investment Order Analyst to join our team...
Capital Group
Hired Organization Address Los Angeles, CA Full Time
" I can succeed as a Fixed Income Investment Analyst - US IG Corporate Credit at Capital Group" Overview: Capital Group ...

Not the job you're looking for? Here are some other Investment Portfolio Specialist jobs in the Cerritos, CA area that may be a better fit.

Lease Portfolio Specialist

Mohr Talent, Anaheim, CA

Portfolio Officer

East West Bank, City of Industry, CA

AI Assistant is available now!

Feel free to start your new journey!