Investment Operations Summer Associate

7 days ago


Norfolk, Virginia, United States Capital Group Full time
Investment Operations Summer Associate

Join Capital Group as an Investment Operations Summer Associate and be part of a dynamic team that supports investment and distribution teams. 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.

Key Responsibilities:
  • Support investment professionals through trade processing and settlement
  • Monitor trading activity and investment decisions to ensure compliance with client, internal, and regulatory guidelines
  • Execute necessary checks and controls to ensure the integrity of financial data for our products
  • Maintain funds' books and records and ensure calculation of 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
Requirements:
  • Pursuing a bachelor's degree, graduating in Spring 2026
  • Foundational knowledge of Excel and comfortable working with large number sets
  • Strong attention to detail and focus on customer experience
  • Collaborative mindset and ability to produce superior results
  • Continuous learner with a hunger for knowledge and numbers
What We Offer:

Competitive base salary, individual annual performance bonus, Capital's annual profitability bonus, and a retirement plan with 15% company contribution. Temporary positions in Canada and the United States are excluded from these compensation and benefit plans.

Capital Group is an equal opportunity employer, committed to diversity and inclusion. We prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex, 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.



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