CAPTRUST is seeking a dynamic Senior Associate Relationship Management who will deliver high-level customer service to clients of the firm. The position is located in Boston, MA. The successful candidate will join an established wealth management advisory team providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:

Job Responsibilities: 

• Assist with compilation and analysis of investment data and addressing client specific requests, including asset allocation studies, Monte Carlo simulations and forecasts of future asset values
• Experienced professional utilizing FactSet software in the construction of portfolios, trade execution, performance measurement/reporting and analysis to support our portfolio business cycle models.
• Analyze prospect and client investment strategies and asset allocation and make recommendations
• Equity research using quantitative methods and fundamental analysis
• Produce ad hoc client deliverables and support high level research efforts
• Trading on both equity and fixed income portfolios
• Portfolio analysis, performance, and attribution reporting
• Help with advanced client presentation preparation
• Mentor and peer review entry level associates
• Contribute/drive client relevant and innovative research
• Assist with ad hoc projects within required deadlines

Minimum Qualifications:

• Bachelor’s degree in related field required or equivalent experience
• 3-5 years of related work experience

Desired Qualifications/Skills:

• Series 65 and/or series 7
• CFA or path to pursue CFA
• Strong analytical abilities and significant knowledge of investment topics
• Strong communications skills (ability to read and write, follow written and verbal instructions, and communicate effectively)
• Good organizational skills (ability to manage multiple tasks, adapt to changing priorities, and meet deadlines)
• Good computer skills including Microsoft Excel, Word, and PowerPoint
• Expected to perform independently and exercise good judgment, with routine supervision, mentors entry level employees in day-to-day work responsibilities
• Experience in FactSet, Bloomberg, eMoney and other investment systems strongly desired

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team.  Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
  Comprehensive health coverage + Virgin Pulse wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

One Liberty Square 13th Floor | Boston, MA 02109

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick? 

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:  

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity 

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.