WHO are we looking for?

CAPTRUST is seeking a Senior Portfolio Transition Specialist who will work closely with financial advisors, client services, centralized trading, investment group, and third parties to manage transitioning OCIO (Outsourced Chief Investment Officer) portfolios for endowments, foundations, pension plans, and other institutional clients. In this leadership position, the individual will manage OCIO portfolios during onboardings and transitions by actively communicating with investment managers, custodians, and internal groups:

• Architect strategies for onboarding and transitioning new and existing OCIO clients
• Lead the management of OCIO portfolios during transition events, ensuring compliance with Investment Policy Statements and managing cash levels across portfolios
• Serve as the subject matter expert evaluating complex situations and apply a high degree of judgement on behalf of investors by analyzing, initiating and/or approving portfolio transactions
• Collaborate with financial advisors to developing investor strategy through in-depth understanding of CAPTRUST’s OCIO strategies and capital markets outlook
• Tactfully manage expectations and appropriately communicate proactive updates to financial advisors and investors
• Actively collaborate with custodians, investment managers and other external vendors
• Negotiate with external parties on behalf of investors
• Identify and ensure resolution of operational needs of investors such as new accounts and data feeds
• Identify process issues/challenges and drive organizational change through the development of creative and scalable solutions
• Lead high-impact project initiatives for the team

Minimum Qualifications:

• Completion of a four-year college degree: Business Administration, Finance, Economics, or Mathematics preferred, or equivalent work experience
• 5-10 years relevant industry experience; experience in portfolio analysis/management

Desired Qualifications/Skills:

• Excellent project management, organization and prioritization skills; ability to manage many time-sensitive tasks simultaneously
• In depth knowledge and passion for capital markets
• Experience working in either a trading or custodial operational/back-office role
• Proficient with Microsoft Excel and PowerPoint
• RedBlack, Advent Suite, or Power BI experience a plus
• Experience working with endowments, foundations, and defined benefit plans
• Possession or pursuit of CFA charter or other industry credentials, optional

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?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

Due to the nature of the role, a remote position will be considered only for highly qualified internal candidates.

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
• Detail oriented
• 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.#mid-senior