Investment Operations Summer Associate - Hampton Roads, VA (Summer 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)
• Role is based in Hampton Roads, Virginia

 
Base Hourly Rate: $24 / hour 

  NOTE: Applications will only be reviewed via the external link provided.

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