Private Client Service Associate - Outsourced Advisory Solutions
Core
Execute portfolio construction recommendations and manage the scope of outsourced advisory roles within Capital Group's new Outsourced Advisory Solutions initiative.
Role type
Associate, outsourced advisory operations
Builds
Portfolio construction services and turnkey asset management platforms for external clients
Domain
Financial services / Wealth management / Investment operations
Deliverable
product features
Required skills
Portfolio management knowledge, investment operations, securities, process improvement, data analysis, project management tools (Confluence, Jira, PowerPoint), automation interest
Preferred skills
None stated
Technologies
Confluence, Jira, PowerPoint
Responsibilities
Review client service and onboarding requirements for portfolio construction, execute proposed roles, provide iterative feedback on role scope, collaborate with leadership on responsibility allocation
Seniority
Individual Contributor, Associate level