CAMPUS: Private Client Services Outsourced Advisory Solutions Summer Associate (2025)

“I can succeed as a PCS OAS Summer Associate at Capital Group”

Outsourced Advisory Solutions ( OAS) is a new initiative at Capital Group to distribute portfolio construction and wealth planning advice to the marketplace. Our current focus is across three pillars: solicitation, turnkey asset management platforms, and direct-to-broker

Private Client Services (PCS) was formed in 1974 to provide financial advice and investment services for the firm’s associates. We later expanded to include clients outside of Capital Group. PCS has historically provided advice and investment services direct to the end client.

As a PCS OAS Summer Associate, you will

• 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

“I am the person Capital Group is looking for”

• You are pursuing an MBA with an anticipated Spring 2026 graduation date witha 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

Hourly Rate: $40/hour

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.

*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.