You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world ̶ everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.
We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.
Role summary: Works independently on most assignments and under the direction of more senior staff only on the most complex projects, analyses and tasks. Responsible for implementing and managing investment orders, and assists with the facilitation of The Capital System investment process. Directly engages the Investment Group, works with Trading, and other GIC teams or business groups.
Primary responsibilities/essential functions:
Responsible for implementing investment convictions by authorizing standard and complex investment orders from portfolio managers and research analysts within Funds or client segregated accounts in a timely manner.
Strengthen relationships and trust with the Investment Group and Trading by anticipating needs and offering solutions.
Utilizes experience to answer difficult inquiries from the Equity Investment Group and Trading.
Work with Principal Investment Officer (PIO) and Portfolio Implementation & Compliance (PIC) to implement mandate objectives, and eligibility processes.
May serve as a point of contact for research portfolio coordinators to provide information, highlight discrepancies, support analyst coverage changes or to startup a Research Portfolio.
May implement and coordinate portfolio manager responsibility changes.
Attends investment calls and/or investment group retreats in order to facilitate action list changes and raise appropriate issues
Prepares and reviews responses and analyses to ad hoc requests for various parties (e.g. Legal, Compliance and Operational Risk (COR), senior leaders).
Participates in the training of other associates. May serve as technical resource to team and other departments to resolve issues and to knowledge share.
Actively shares ideas when participating in the development and enhancement of policies, procedures and controls to mitigate risk and improve efficiency.
Participates in projects and team or department initiatives. o Collaborates with management to establish project plan.
Identifies and assesses impacts, and communicates updates to managers and stakeholders.
Performs additional responsibilities as assigned.
Business & technical skills:
Demonstrates ability to be self-driven to understand how and why things work, the financial industry and/or the connections between processes and technology.
Demonstrates a working knowledge of Order Management functions, and interconnections with other GIC teams policies, procedures and systems and ability to apply them to work assignments.
Demonstrates a working knowledge of the functionalities and operational intersections of Global Investment Control and Capital Group.
Demonstrates a working knowledge of the securities and investment business and Capital’s investment process and ability to apply to work assignments.
Demonstrates effective written and oral communication skills with a diverse group of associates, senior business leaders and the Investment Group.