Capital Group · 1 week ago
Business Operations Specialist, Senior
Capital Group is a leading investment management company committed to fostering a strong sense of belonging in the workplace. The Senior Business Operations Specialist will work closely with senior business leaders to facilitate the annual business planning process and support the execution of initiatives, focusing on optimizing business processes and operations within the Private Client Services Client Group.
Financial Services
Responsibilities
Draft and facilitate key components of the annual business planning process while supporting execution and delivery of initiatives
Work closely with business partners to define, draft, and manage business updates and reporting packages to highlight progress to priorities, sales results, and other KPIs
Lead business communication and associate engagement across NACG, including coordinating and executing town halls
Support resource management (such as budget management) in a consistent and scalable way across NACG business units
Provide project management and business support for initiatives across NACG to optimize business processes, operations, and make progress against NACG’s priorities
Qualification
Required
You have a bachelor's degree, with 5+ years of experience
You have the proven ability to work collaboratively across senior leadership and cross functional teams towards the achievement of a common goal
Excellent communication, presentation, persuasion, and interpersonal skills
You have an analytical mindset with the ability to use data to inform decisions and measure success
Proven ability to work in a fast-paced, dynamic environment and adapt to changing priorities
You have experience drafting and managing business updates for different audiences and levels of management
You have experience identifying key performance indicators (KPI) and using them to measure progress of initiatives and the overall business
You have demonstrated the ability to write clearly, succinctly, and to synthesize large amounts of information into insightful/actionable takeaways
You have the ability to problem solve and develop clear and comprehensive recommendations on matters of strategy and execution, clearly articulating them in a convincing way
Preferred
Experience in Financial Services/Asset Management industry preferred
Benefits
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
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Funding
Current Stage
Late StageRecent News
2024-05-06
2024-04-17
2024-02-27
Company data provided by crunchbase