WHO are we looking for?

The Institutional Portfolios Investment Research Associate will work with our financial advisors, client services professionals, centralized trading, the investment group, and third parties to manage transitioning OCIO (Outsourced Chief Investment Officer) portfolios for institutional clients, including pension plans, cash balance plans, endowments, and foundations. The Associate will also construct best in class investment solutions given clients’ return objectives, risk tolerance, liquidity needs, and other constraints and objectives. 

• Support the management of OCIO portfolio tasks during onboarding and transition events, ensuring tasks are assigned to correct team members and completed in a timely manner
• Tactfully manage expectations and appropriately communicate proactive updates to financial advisors and investors
• Identify and ensure resolution of needs of investors such as new accounts and data feeds
• Complete client-specific deliverables, including asset allocation reviews, fund comparisons, and construction of Investment Policy Statements in a timely manner
• Collaborate with other departments to formulate investment solutions based on client objectives and constraints
• Analyze and accurately initiate/approve trade flow requests needed due to rebalancing, tactical allocation changes, or client-driven requests
• Manage and prioritize significant client needs in cyclical periods of peak demand
• Identify opportunities to enhance or improve the effectiveness of client deliverables/operations
• Identify issues/challenges and work independently to develop relevant solutions
• May be asked to perform other duties as assigned

Minimum Qualifications:

• Completion of a four-year college degree – Business Administration, Finance, Economics, or Mathematics preferred, or equivalent work experience
• 0-2 years of relevant industry experience
• Demonstrated interest in capital markets or investments

Desired Qualifications/Skills:

• In pursuit of CFA or other industry credentials
• Strong analytical, critical thinking, and problem-solving skills
• Good organization and prioritization skills; ability to manage many time-sensitive tasks simultaneously
• Detail oriented
• Strong communication skills, both written and verbal, and the ability to collaborate well with others
• Technology savvy, proficient with Microsoft Excel and PowerPoint
• Strong interpersonal skills, includes being courteous, professional, and patient

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 + Personify 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
• 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. #entry

*This job description has been revised as of July 23, 2025