About The Position

Product Strategy at Capital Group is a team that designs, evaluates, prioritizes, and launches new investment products and strategies. As a Summer Associate, you’ll support product roadmaps through quantitative and qualitative research, build market and competitor insights, contribute to product plans and launch materials.

Requirements

  • You are a current student pursuing a master's degree or undergraduate degree with an anticipated Spring 2027 graduation date and a GPA of 3.0 or higher.
  • You are a self-starter who proactively originates ideas and drives initiatives with limited oversight.
  • You are proficient in Word, PowerPoint and Excel (including advanced formulas, pivot tables, and complex charts), and are ideally familiar with data analytics tools such as Tableau or Power BI, as well as basic coding in SQL or Python.
  • You have strong written and verbal communication skills, with the ability to present complex ideas clearly and collaborate effectively across teams.
  • You are analytical, with the ability to synthesize complex information into actionable insights and recommendations.
  • You are team-oriented, with solid project management skills, able to prioritize and deliver multiple workstreams on time in a dynamic environment.
  • You are resourceful and exercise sound judgment—able to interpret requests accurately, ask thoughtful questions, seek guidance, and escalate when appropriate.
  • You are a self-starter who proactively originates ideas, drives initiatives, and embraces ambiguity and change.
  • You are exceptionally organized and detail-oriented, maintaining high quality standards in a fast-paced setting.
  • You are intellectually curious, eager to learn about emerging technologies (such as AI, machine learning, and digital platforms) and their impact on financial products.
  • You are committed to fostering an inclusive, collaborative team environment and value diverse perspectives.
  • You are customer-focused, with a passion for understanding investor needs and delivering innovative solutions.

Responsibilities

  • Conduct industry scans, competitor analysis, and asset/sales flow reviews to inform long-term product strategy and roadmaps.
  • Develop insights into markets, investor needs, and distribution channels to shape new product ideas and bespoke client solutions.
  • Assist Product Leads/Specialists with product plans, business cases, demand assessments, and internal analyses.
  • Contribute to launch plans and support initiatives across product lines (e.g., mutual funds, ETFs, SMAs)
  • Help form and oversee separate accounts to meet client objectives (in partnership with internal stakeholders).
  • Ensure all communications comply with industry regulations and firm standards.

Benefits

  • competitive salary
  • bonuses
  • benefits
  • company-funded retirement contribution
  • generous time-away
  • health benefits
  • flexible work options
  • 2-for-1 matching gifts for your charitable contributions
  • opportunity to secure annual grants for the organizations you love
  • on-demand professional development resources
  • individual annual performance bonus
  • Capital’s annual profitability bonus
  • retirement plan where Capital contributes 15% of your eligible earnings
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