CAMPUS: Investment Operations Summer Associate - Los Angeles (2025)

Posted 15 Hours Ago
Be an Early Applicant
Los Angeles, CA
1-3 Years Experience
Fintech • Financial Services
The Role
As an Investment Operations Summer Associate at Capital Group in Los Angeles, you will support investment professionals through trade processing, ensure trading activity aligns with guidelines, maintain financial data integrity, and analyze business processes. This role requires a bachelor's degree, Excel proficiency, attention to detail, and a focus on customer experience.
Summary Generated by Built In

Investment Operations Summer Associate - Los Angeles (2025)

 

“Who is Investment Operations” 

 

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: $28.50 / 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.

Top Skills

Excel
The Company
HQ: Los Angeles,, CA
8,820 Employees
On-site Workplace
Year Founded: 1931

What We Do

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors.

Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

*** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity. ***

For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html

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