WHO are we looking for?

CAPTRUST is seeking an Institutional Portfolio Management Specialist who will work closely with financial advisors, client services, centralized trading, investment colleagues, and third parties to manage OCIO (Outsourced Chief Investment Officer) portfolios for pension plans and other institutional clients. In this leadership position, the individual will manage OCIO defined benefit plans throughout the investor life cycle. This role requires a strategic thinker who can navigate complex situations to deliver superior results while actively leveraging investment managers, custodians, and internal subject matter experts.

• Manage OCIO defined benefit plan investment portfolios, including:
  • Allocating assets appropriately
  • Ensuring compliance with Investment Policy Statements, and
  • Supervising cash levels
• Drive world class investment outcomes for plan sponsors
• Serve as the subject matter expert evaluating complex situations and apply a high degree of judgement on behalf of plan sponsors by analyzing, initiating and/or approving portfolio transactions
• Collaborate with trading department to ensure timely execution of portfolio trades
• Support the development of plan sponsor strategy with Financial Advisors through in-depth understanding of CAPTRUST’s OCIO strategies and capital markets outlook
• Communicate proactive updates to Financial Advisors and investors
• Execute investment strategy by collaborating with custodians, investment managers and other external vendors
• Identify process issues/challenges and drive organizational change through the development of creative and scalable solutions
• Lead high-impact project initiatives for the team
• Provide day-to-day guidance to less experienced, supporting team members

Minimum Qualifications:

• Completion of a four-year college degree from an accredited institution: Business Administration, Finance, Economics, or Mathematics preferred, or equivalent work experience
• 5-8 years relevant industry experience
• Compulsory attention to detail to execute complex financial transactions
• In depth knowledge and passion for capital markets
• Experience in portfolio management or analysis
• Strong understanding of investment vehicles
• Willingness to communicate with others, and make decisions reflecting priorities of diverse stakeholders
• Effective project management skills

Desired Qualifications/Skills:

• Experience working with qualified pension plans
• Experience working in either a trading or custodial operational/back-office role
• Proficient with Microsoft Excel and PowerPoint
• Advent Suite or Power BI experience a plus
• 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, 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
• Detail oriented
• Integrity through maintaining objective

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