At a Glance
- Tasks: Support investment decisions by analysing and resolving operational issues.
- Company: Join a diverse and inclusive team at Capital Group.
- Benefits: Enjoy competitive salary, bonuses, generous time-off, and health benefits.
- Other info: Flexible work options and professional development resources available.
- Why this job: Make an impact in investment operations while being your authentic self.
- Qualifications: Strong analytical skills and knowledge of investment operations preferred.
The predicted salary is between 45000 - 55000 £ per year.
“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“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 factor in salary and variable 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.
“I can succeed as a CSOT Analyst (LDO) at Capital Group.” The CSOT Analyst plays a key role in supporting effective investment decision-making and outcomes for clients, the investment group, and shareholders by monitoring, analyzing, and resolving operational, data, and system issues. The Capital System Operations Team supports Short-Term Cash Management, Cash Projections, Fixed Income Investment Cash, Foreign Currency & Position Oversight, and Manager book of record Oversight. Working across Investment Operations, the investment groups, Trading, Legal, technology teams, and other business partners, you will facilitate collaboration between investment operations and technology teams to diagnose issues, assess business impacts, recommend solutions, and support timely resolution. Operating under limited supervision, you will work independently on recurring responsibilities and controls, seek guidance from a Lead Analyst or manager when appropriate, and may lead complex internal initiatives or projects. You will continuously look for ways to enhance processes, procedures, controls, and documentation. Successful CSOT Analysts are intellectually curious, take ownership, build productive stakeholder relationships, and work effectively through ambiguity to drive toward practical outcomes.
Key Responsibilities
- Operational Oversight & Controls: Monitor and support recurring controls and operational activities across Short-Term Cash Management, Cash Projections, Fixed Income Investment Book of Record Cash, Foreign Currency & Position Oversight, and Manager Book of Record Oversight. Work independently on standardized and recurring responsibilities, seeking direction from a Lead Analyst or manager for complex or unfamiliar matters. Review and assist with other associates’ resolution of daily operational controls. Develop and apply working knowledge of investment products, transaction flows, books of record, and the systems, data, and controls that support CSOT’s capabilities.
- Issue Resolution & Business Impact: Monitor, analyze, and resolve operational, data, and system issues with stakeholders across multiple teams and departments. Investigate issues, identify root causes and business impacts, facilitate recommendations, and coordinate resolution across relevant teams. Evaluate upstream and downstream dependencies and assess potential impacts to cash, positions, investment decision-making, clients, and shareholders; recommend a course of action and escalate to a Lead Analyst or manager when appropriate. Coordinate and escalate inquiries from Trading, Legal, other Investment Operations teams, the investment group, and business partners. Communicate complex issues, risks, and recommendations clearly and professionally, both in writing and verbally.
- Relationship Management & Collaboration: Build productive relationships with stakeholders across Investment Operations, the investment groups, and technology teams to understand business needs and support effective outcomes. Facilitate collaboration between investment operations and technology teams to diagnose issues and support timely resolution. Participate in training and knowledge sharing across the team. Provide constructive observations to the Lead Analyst or manager and contribute to a collaborative and inclusive team environment.
“I am the person Capital Group is looking for.” Strong industry knowledge of investment operations, investment products, transaction flows, and relevant controls, along with familiarity with fixed income products, derivative instruments, and investment management systems, including investment, accounting, and manager or results books of record. Intellectual curiosity, analytical thinking, and sound judgment when working through issues of moderate complexity, and the ability to consume, synthesize, and apply new information quickly and accurately. Business acumen and the ability to understand stakeholder needs, assess impacts, and connect operational activity to investment and client outcomes. Ability to organize and manage multiple priorities, work effectively through ambiguity, and drive toward practical outcomes. Clear, professional written and verbal communication skills. Proficiency with Microsoft Word, Excel, and PowerPoint and the ability to learn relevant business applications; familiarity with AI-enabled tools and Microsoft Power Platform applications, such as Power BI and Power Automate, is preferred but not required. Accounting, Finance, or Economics related degree preferred.
“I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
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.
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.
Summary Location: London Type: Full time
Core Ops Analyst (CSOT) employer: Capital Group
At Capital Group, we pride ourselves on creating a workplace that champions diversity and fosters a strong sense of belonging. Our commitment to employee growth is evident through our generous benefits, including competitive salaries, flexible work options, and extensive professional development resources. Located in London, you'll be part of a dynamic team that values integrity and collaboration, empowering you to thrive in your career while making a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Core Ops Analyst (CSOT)
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Capital Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Capital Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Capital Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Core Ops Analyst (CSOT)
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Capital Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Capital Group how you can be a team player!
How to prepare for a job interview at Capital Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Capital Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Capital Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
