Full-Time

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

Quantitative Finance
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, backed by thorough research and individual accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has maintained its goal of improving people's lives through successful investing for over 90 years. Their aim is to deliver superior results while ensuring a strong commitment to ethical practices and investor education.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The collaboration with KKR to launch interval funds in 2025 could open new avenues for investors to access private markets, enhancing Capital Group's product offerings.
  • Recognition as the Best Fixed Income Asset Manager at the Australian Wealth Management Awards underscores Capital Group's expertise and reputation in the industry.
  • The partnership with Deutsche Bank to distribute the Multi-Sector Income Fund globally expands Capital Group's reach and client base.

What critics are saying

  • The emergence of employment scams using Capital Group's name could damage its reputation and deter potential talent.
  • The departure of long-time portfolio manager Donald O'Neal may lead to shifts in investment strategy and potential instability.

What makes Capital Group unique

  • Capital Group's long-standing history and focus on high-conviction portfolios set it apart from newer investment firms, emphasizing a commitment to long-term results.
  • Their strategic partnership with KKR to create hybrid public-private investment solutions showcases their innovative approach to expanding investment opportunities.
  • Capital Group's global presence and management of over $2 trillion in assets highlight its scale and influence in the investment industry.

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