WHO are we looking for?

A Wealth Performance Reporting Specialist is responsible for working in the Black Diamond® Wealth Platform to set up and monitor accounts in addition to managing reporting projects. The Specialist will partner with client service professionals, financial advisors, operations team members, in addition to external vendors and custodians to research, troubleshoot, and resolve any issues that may arise. This position is for our Raleigh, NC; San Antonio, TX; or Brentwood, TN office locations.

• Set up, monitor, and maintain accounts on daily data feed with various custodians within Black Diamond
• Use analytical skills to verify data, identify issues, and work to develop creative and scalable solutions to provide accurate and consistent data to our colleagues and clients
• Respond to incoming inquiries from colleagues related to troubleshooting and review of complex account and data discrepancies
• Update and maintain Alternative and Private Placement Investments within Black Diamond
• Review performance return discrepancies
• Work collaboratively with Black Diamond to maintain system integrity
• Assist with Performance Reporting projects

Minimum Qualifications:

• Completion of a four-year college degree – Business Administration, Finance, Accounting or Economics
• 6+ years of applicable experience

Desired Qualifications/Skills:

• Strong understanding of finance/investments, accounting concepts, and return calculations
• Detail oriented, analytical, and highly organized
• Proficient in Microsoft Office Suite especially Microsoft Excel and Power BI
• Familiar with Alternative Investment and Private Placement investments
• Black Diamond experience preferred
• Exceptional oral and written communication skills

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

OR 

700 N Saint Mary's St Ste 100 | San Antonio, TX 78205

OR

5314 Maryland Way Ste 300 | Brentwood, TN 37027

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.#mid-senior