Order Management Associate

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Date: Jun 10, 2019

Location: San Francisco, CA, US, 94105

Company: Capital Group

Req ID:  30010
Experience Level: Entry-Level 
Other Location(s): N/A  
Relocation offered: Yes
Travel required: e. No Selection

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.


Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.


The Global Investment Control department directly supports Capital Group's investment professionals, implements investment decisions and facilitates the investment process. Operating from locations in North America, Europe, and Asia, core functions include order management, portfolio construction and compliance, trade support, corporate action communication and coordination, and proxy services, among others. These services support the management of equity and fixed income portfolios for retail, institutional and private clients.


As an Order Management Associate based in San Francisco, you will play a critical role on the Order Management team, focusing on processing equity trade authorizations along with verifying trades comply with established rules and guidelines. The associate also acts as a liaison between investment professionals, traders, and other business groups regarding fund portfolios and investment transactions.



  • Process equity trade authorization requests from investment professionals and resolves issues
  • Answer inquiries from equity investment professionals, trading, and other business areas with regards to portfolios and transactions
  • Partner with colleagues in trading, legal and compliance, and fund accounting, to ensure complex transactions are processed timely and accurately
  • Handle ad hoc compliance, market cap, and yield reports for investment professionals
  • Participate in projects and team/department initiatives


  • Bachelor’s degree required; knowledge of investment management industry is a plus
  • 0-2 years of financial services experience preferred
  • Technologically savvy with advanced Microsoft Excel and/or Tableau skills preferred
  • Ability to use sound judgment in identifying and resolving complex issues with the ability to assess/anticipate impacts and challenges within the department


Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 


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. 

Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland

Job Segment: Research, Entry Level