Institutional Reporting Operations Senior Associate

Institutional Reporting Operations Senior Associate

CAPTRUST is seeking an Institutional Reporting Operations Senior Associate who will work with client service professionals, investment consultants, reporting focused teams, and our retirement plan providers to oversee and execute on the firm’s institutional client processes.

The Institutional Reporting Operations Team falls under the greater Institutional Client Services and Operations umbrella. Our team specializes in the centralized process of preparing, cleansing, and importing data in bulk to our CRM to create accurate and scalable client deliverables. We act as a liaison between our data providing vendors, business analyst teams, investment research teams, and client service professionals by facilitating the logistical aspects that are required to ensure the timely delivery and accuracy of client facing reports.

• Work with teammates to execute the quarterly market value and investment reporting processes within Institutional Operations.
• Import quarterly market value data into our Dynamics 365-based CRM.
• Process workflows to reflect investment changes in our CRM.
• Work closely with client service, consulting teams, and retirement plan provider partners.
• Drive process improvements by identifying operational inefficiencies and documenting/promoting best practices.
• Strengthen Data Integrity/Data Health.

• Bachelor’s degree or equivalent experience in an associated field of study, or equivalent combination of training and experience.
• Minimum of 3 years’ experience working in operations, back office, or client service within the financial services industry.
• Retirement plan experience preferred.
• High level of experience with Microsoft Office products, specifically Excel.
• Knowledge/experience with Power Query is highly desirable.
• Experience with Dynamics 365 CRM.
• Strong organizational skills and a self‑starter who can prioritize with little supervision.
• Good communication skills, especially over the phone and via email.
• Detail oriented and able to form strong relationships across the organization and with vendor partners.
• Works well in a team environment.

• 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.
• Paid time off (PTO) or Paid Sick Leave (PSL).

4208 Six Forks Rd #1700, Raleigh, NC 27609
or
4201 Congress St #160, Charlotte, NC 28209
Due to the nature of the role, this is not a remote or work‑from‑home position.

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. We maintain a work environment that is free of harassment, discrimination, or retaliation because of sex, gender, race, religion, color, national origin, ancestry, disability, genetic information, age, sexual orientation, gender identity, status, veteran status, or any other status protected by law.

This position will remain open until filled.