Investment Operations (IO) is a team of over 1,000 people in 19 Capital Group offices. They play a crucial role by supporting investment and distribution teams. Please note, the Investment Operation Group is independent from the Investment Management Group.
IO has three main areas: Investment Process, Client Experience, and End-to-End Optimization. Teams across IO manage orders, ensure portfolio compliance, and review client guidelines. They perform tasks like confirming trades, valuing securities, and calculating investment results. Additionally, IO manages important data, oversees market data providers, and supports Capital accounts outside North America.
“I can succeed as an Investment Operations Summer Associate at Capital Group.”
As an Investment Operations Summer Associate, you will work on meaningful projects and daily work that directly supports the investment operations process, while giving you exposure to multiple areas of the Investment Operations Group. Our Summer Associate Program aims to provide an experience that mirrors the life of a full-time associate with respect to workload, responsibilities, and expectations.
As an Investment Operations Summer Associate, you will perform one or more of the following tasks:
Support investment professionals through trade processing and settlement
Monitor that all trading activity and investment decisions are in line with client, internal and regulatory guidelines
Execute necessary checks and controls to ensure the integrity of financial data for our products
Maintain the funds’ books and records and ensure calculation of the funds’ prices and distributions; financial reporting and income distributions for daily priced funds
Analyze and improve end-to-end business processes that touch all parts of investment operations
“I am the person Capital Group is looking for.”
You are currently pursuing a bachelor's degree, graduating in Spring 2026
You have foundational knowledge of Excel and are comfortable in large number sets
You display a strong sense of attention to detail
You have a focus on customer experience and collaborate with team members to produce superior results
You are a continuous learner with a hunger for knowledge (and numbers)
Base Hourly Rate: $24 / hour
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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.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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.