Capital Group Companies
Capital Group Companies
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My time at Capital Group was formative. My work here shaped how I approached the business world and operations moving forward. Specifically, I built my empathetic communication approach and consensus-driven decision making from my time here.
My time at Capital Group was formative. My work here shaped how I approached the business world and operations moving forward. Specifically, I built my empathetic communication approach and consensus-driven decision making from my time here.
During my time at Capital Group, I worked at the heart of the business. My team checked compliance on investments that fund managers wanted to make and, once approved, sent the trades onward to the traders. Our processes ensured that our investors received the expected results from our funds. It was here that I discovered my passion for process improvement.
During my time at Capital Group, I worked at the heart of the business. My team checked compliance on investments that fund managers wanted to make and, once approved, sent the trades onward to the traders. Our processes ensured that our investors received the expected results from our funds. It was here that I discovered my passion for process improvement.
Skills
Skills
Key Performance Indicators
Key Performance Indicators
Compliance Management
Compliance Management
Process Creation & Improvement
Process Creation & Improvement
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a
Budget Management
Budget Management
Robotic Process Automation
Robotic Process Automation
Cross-team collaboration
Cross-team collaboration
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a
Data Analysis
Data Analysis
Experience
Experience
Corporate Finance Basics
Corporate Finance Basics
Functional-view financial statements pulled from SAP
KPIs for Funds developed with the help of Fund Treasurers
Breakpoint analysis and benchmark comparison for 59 funds
Order Management
Order Management
Ensured buy or sell orders of up to $200M placed by Portfolio Managers were compliant
Liaised with traders and brokers to place timely indications for public offerings
Robotic Process Automation
Robotic Process Automation
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