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 and specializes in the centralized process of preparing, cleansing, and importing data in bulk to our CRM to create accurate and scalable client deliverables.

• 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 associated field of study or equivalent combination of training and experience required
• 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
• Self-starter that can prioritize and re-prioritize with little supervision
• Good communication skills, especially over the phone and via email
• Detail oriented
• Ability to form strong relationships across the organization and with contacts at 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, subject to applicable waiting periods
• Paid time off (PTO) or Paid Sick Leave (PSL)

Primary office locations: 4208 Six Forks Rd #1700, Raleigh, NC 27609 & 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. 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.

This position will remain open until filled.