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Investment Operations Associate (2025 IO Rotational Program - Hampton Roads)

AT Capital Group
Capital Group

Investment Operations Associate (2025 IO Rotational Program - Hampton Roads)

Norfolk, VA

"I can succeed as an Investment Operations - Early Career Associate at Capital Group"

Join our dynamic Investment Operations (IO) team of over 1,000 professionals in 19 Capital Group offices. IO supports the investment process and distribution efforts and consists of departments such as Global Investment Control, Core Operations, Global Results, and Global Client Services.

The Investment Operations Rotational Program is designed to build a strong foundation for your career in IO. Over two years, you will complete three rotations across local IO teams and gain exposure to various functional areas that support the investment process. You will contribute to day-to-day production processes, engage in projects, and learn about our business workflows. You will be part of an engaging cohort experience that focuses on learning and development along with making connections through social events and networking. At the end of the program, you will have the opportunity to move into a permanent role within IO, based on suitability and business needs.

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"I can do meaningful work"

  • Support investment professionals with compliance, order management, trade processing and settlement
  • Maintain the funds' books and records and ensure calculation of the prices and distributions, financial, regulatory, or client reporting
  • Analyze and improve end-to-end business processes that touch all parts of investment operations
  • Develop knowledge of portfolio structures, instruments, markets, and benchmarks
  • Collaborate and engage multiple internal and external stakeholders such as Investment, Product, Distribution, Trading, Custodians, etc.
  • Maximize learning and networking through each rotational experience to build a strong foundation of operational skills, business analysis and industry knowledge

"I am the person Capital Group is looking for"

  • You are currently pursuing an undergraduate degree in Accounting, Finance, Economics, or equivalent with an anticipated graduation date of Spring 2025
  • You have a cumulative GPA of 3.0 or above
  • Demonstrate intellectual curiosity, critical thinking, and analytical skills in areas of high complexity and ambiguity
  • Strong sense of attention to detail
  • Foundational knowledge of Excel and are comfortable in large number sets
  • Focus on customer experience and collaborate with team members to produce superior results
  • Demonstrate leadership skills and the ability to build meaningful relationships and trust

Hampton Roads Base Salary Range: $54,758-$87,613

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.

Client-provided location(s): Hampton Roads, USA
Job ID: Capital_Group-JR4160
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Fitness Subsidies
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • On-site/Nearby Childcare
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • Pension
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)
    • Founder led