Private Client Services GIC Analyst

Date: Jun 23, 2022

Location: Norfolk, VA, US, 23513

Company: Capital Group

Req ID: 49733 

Location: Norfolk, VA 

Other location(s): Hampton Roads (VA) 

Relocation benefits offered: No 

Travel required: a. Up to 25% 


“I can be myself at work.”


You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.


We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.


“I can influence my income.”


You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).


“I can lead a full life.”


You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones


NOTE: Our recruiting process is 100% virtual, which should help with the logistics of your candidate journey. We have transitioned to a hybrid work model, which means our associates are working from home the majority of the week, but coming into the office with the rest of our team on Thursdays. 




“I can succeed as a Private Client Services Analyst”


  • As a Private Client Services (PCS) Analyst, you will primarily be responsible for investing and divesting cash flow activities on behalf of PCS clients, in alignment with  investment models and client asset allocations.  You will process seasonal client activities like Rebalancing, Tax Harvesting, and Gifting to enhance the PCS client experience.  You will apply daily controls during Operational Risk activities to identify and mitigate risk.  You will troubleshoot and resolve client issues by partnering with the Client Relationship Team, Core Operations, IT, Pershing (custodian) and Client Account Team.   You will partner with teammates to drive projects that improve processes and increase service levels.  You will leverage technology and automation tools to scale operations in order to support business growth.  


 “I am the person Capital Group is looking for.”


  • Your detail orientation and accuracy are consistent and dependable.
  • You enjoy working in a fast-paced environment where critical thinking and proactive teamwork is essential for success.
  • You are highly skilled in multitasking while providing personalized service. You exercise good judgement and have a process for managing competing priorities.
  • You’re a skilled communicator; able to synthesize information and present it in a distilled manner. You’ve fine-tuned your communication style to influence a variety of personalities.
  • You’re well-versed in Microsoft Excel and have experience with technologies like CRD, Tableau and Alteryx.
  • You are a progressive thinker with a passion for streamlining processes and leveraging relationships to navigate changes.
  •  You have a Bachelor’s degree and have worked within the investment management industry for a few years.


“I can apply in less than 4 minutes.”


You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.


“I can learn more about Capital Group.” 


At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram. #LI-Hybrid


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: Hampton Roads

Job Segment: Social Media, Marketing, Research