Institutional Portfolios Investment Associate

Overview

CAPTRUST seeks an Institutional Portfolios Investment Associate who will work with our Financial Advisors, Client Services professionals, Marketing colleagues, and occasionally directly with clients to scope and fulfill projects and deliverables for prospective and existing institutional clients, including pension plans, cash balance plans, endowments, and foundations. The Associate will monitor OCIO (Outsourced Chief Investment Officer) institutional portfolios to ensure compliance with Investment Policy Statements and initiate trading flows needed due to rebalancing or allocation changes.

The Associate will also contribute to investment strategy communications and updates.

• Collect, compare, and evaluate client-specific portfolio characteristics for compliance with Investment Policy Statements
• Analyze and accurately initiate trade flow requests needed due to rebalancing, tactical allocation changes, or client-driven requests
• Conduct portfolio and manager level performance attribution and summarize results
• Collaborate with other departments to formulate and implement investment solutions based on client objectives and constraints
• Interact with centralized trading team to ensure accurate and timely execution of portfolio actions
• Communicate investment strategy updates to Financial Advisors and other stakeholders
• Complete client-specific deliverables, including asset allocation reviews, fund comparisons, and construction of Investment Policy Statements in a timely manner
• 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
• Demonstrated interest in capital markets or investments
• 0-2 years of relevant industry experience

• Detail oriented
• Strong analytical, critical thinking, and problem-solving skills
• Good organization and prioritization skills; ability to manage many time-sensitive tasks simultaneously
• Strong communication skills, both written and verbal, and the ability to collaborate well with others
• Ability to leverage Artificial Intelligence in a professional (non-academic) setting
• Technology savvy, proficient with Microsoft Excel and Power Point
• Strong interpersonal skills, includes being courteous, professional, and patient
• In pursuit of CFA or other industry credentials

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’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)

4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609

Due to the nature of the role, this is not a remote or work from home position.

We hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. 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…