Full-Time

CAMPUS: Private Client Services Outsourced Advisory Solutions Summer Associate

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Compensation Overview

$40Hourly

+ Annual Performance Bonus + Profitability Bonus

Entry

Los Angeles, CA, USA

Category
Customer Experience
Customer Success
Customer Success & Support
Requirements
  • 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
Responsibilities
  • Review our client service (and onboarding) requirements tied to portfolio construction to provide a recommendation for what the Portfolio Consultant should manage
  • Execute the proposed role and iteratively provide feedback on the scope of the position
  • Collaborate with OAS leadership on which portfolio construction responsibilities best fit across OAS roles

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well based on thorough research. This approach is supported by a team of over 8,000 associates who work across various global offices. Unlike many competitors, Capital Group emphasizes individual accountability among its investment professionals, ensuring that each team member is responsible for their investment decisions. The main goal of Capital Group is to enhance the financial well-being of its clients by providing successful investment strategies.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic partnership with KKR offers new diversification opportunities for investors.
  • Appointment of Stella Xu strengthens Capital Group's position in Greater China.
  • Interval funds' popularity presents a lucrative expansion opportunity for Capital Group.

What critics are saying

  • Employee turnover may disrupt client relationships and business continuity.
  • New leadership in APAC could lead to strategic shifts affecting operations.
  • Regulatory hurdles may delay the launch of new investment solutions with KKR.

What makes Capital Group unique

  • Capital Group's partnership with KKR introduces innovative public-private investment solutions.
  • Winning Best Fixed Income Asset Manager award boosts Capital Group's industry reputation.
  • Capital Group's global presence enhances its ability to serve diverse markets.

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