Investment Fund Operations Specialist

2 days ago


London, Greater London, United Kingdom Capital Group Full time

About the Role

Capital Group is seeking an Investment Fund Operations Specialist to join their team. As an essential member of our Asset Management operations, you will provide top-notch service and support to investors in our Funds.

Key Responsibilities

  • Monitor the quality of service delivery by external service providers, ensuring compliance with key regulatory and operational requirements for UK OEICs and Luxembourg SICAVs.
  • Lead the onboarding of new investors, including coordinating the drafting, negotiation, and signature of legal agreements, completing AML requirements, and supporting account opening.
  • Contribute as a subject matter expert or project manager on global initiatives or assigned projects.
  • Demonstrate attention to detail and a commitment to high service quality orientation.

Requirements

  • 3-5 years of experience in asset management, preferably within a transfer agency oversight and/or investor support function.
  • A strong understanding of UK domiciled fund offerings and ability to work in a fast-paced environment.

What We Offer

  • A highly competitive base salary: $90,000 - $120,000 per year.
  • An individual annual performance bonus.
  • A retirement plan with 15% company contributions.

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