WHO are we looking for?

CAPTRUST is seeking an Investment Administration Senior Associate who will support its Investment Administration team with a variety of activities related to supporting alternative investment data management, reporting, and proxy voting execution.  This individual will also contribute to various ad hoc projects involving operational and data aspects of alternative investments, separately managed accounts, and other areas of focus. The position reports to the Manager of the Wealth Alternatives Administration team.

• Work primarily within the Alternatives Administration team to maintain private fund transaction and valuation data for wealth client and internal reporting
• Assist wealth client service teams with alternative investment subscriptions, redemptions, capital calls and other related actions
• Assist with maintaining technology platform and CAPTRUST system data quality
• Support the Investment Administration team’s proxy voting Specialist with monitoring alerts and responding to various exception issues pertaining to client ballots during proxy voting season
• Contribute to various ad-hoc projects (short and long term) with team members, as needed

Minimum Qualifications:

• Bachelor’s Degree
• 3-5 years of relevant work experience in a related role

Desired Qualifications/Skills:

• Demonstrated ownership and accountability in delivering high-quality work
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint
• Strong attention to detail with the ability to maintain focus on complex or repetitive tasks
• A proactive mindset with intellectual curiosity and a commitment to continuous learning
• Natural aptitude for problem-solving and analytical thinking

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 a 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:

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)
• Compensation range: $65,000 - $104,000; (Depending on location and experience)

WHERE will you be working?

Any CAPTRUST office location

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. 

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate

This position will remain open until filled.