WHO are we looking for?

The Institutional Portfolios Investment Associate will work with our Financial Advisors, Client Services professionals, Marketing colleagues, and occasionally directly with clients to scope/fulfill projects and deliverables for prospective and existing institutional clients, including pension plans, cash balance plans, endowments, and foundations. The Associate will collaborate with other departments to construct best in class investment solutions given clients’ return objectives, risk tolerance, liquidity needs, and other constraints and objectives.

• Complete client-specific deliverables, including asset allocation reviews, fund comparisons, and construction of Investment Policy Statements in a timely manner
• Summarize key messaging/recommendations and prepare meeting materials for current and prospective institutional clients
• Collaborate with other departments to formulate investment solutions based on client objectives and constraints
• Construct client commitment budgets for alternative investments by forecasting private capital cash flows
• Analyze and approve trade flow requests needed due to rebalancing, glidepath movements, or client-driven requests
• Conduct portfolio holdings and attribution analysis
• Assist actuarial services team with calculations and analysis
• 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

Desired Qualifications/Skills:

• Demonstrated interest in capital markets or investments
• 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:

• 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)

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.

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.