“I can succeed as a PCS OAS Summer Associate at Capital Group”
Outsourced Advisory Solutions (OAS) is a new initiative at Capital Group to distribute portfolio construction and wealth planning advice to the marketplace. Our current focus is across three pillars: solicitation, turnkey asset management platforms, and direct-to-broker
Private Client Services (PCS) was formed in 1974 to provide financial advice and investment services for the firm’s associates. We later expanded to include clients outside of Capital Group. PCS has historically provided advice and investment services direct to the end client.
As a PCS OAS Summer Associate, you will
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Review our client service (and onboarding) requirements tied to portfolio construction to provide a recommendation for what the Portfolio Consultant should manage
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•Execute the proposed role and iteratively provide feedback on the scope of the position
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•Collaborate with OAS leadership on which portfolio construction responsibilities best fit across OAS roles
“I am the person Capital Group is looking for”
- You are pursuing an MBA with an anticipated Spring 2026 graduation date with a current GPA of 3.0 or higher
- You possess a strong interest in a financial services career
- You are familiar with how investment securities operate
- You demonstrate strong relationship building, collaboration, organizational and communication skills
- You exhibit leadership qualities and are proactive in your work
- You exhibit a passion for continuous learning
Hourly Rate: $40/hour
#LI-DNI
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.
Capital Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.
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Retirement Support — Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
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Strong & Reliable Incentives — Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
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Inclusive Benefits Coverage — Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.
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What We Do
Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.
Why Work With Us
Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.
