Investment Analyst

Overview

WHO are we looking for?

The Investment Analyst will play a critical role in a hybrid research capacity, with a shared focus on private market investment solutions within the retirement and defined contribution space and on traditional fixed income strategies. The candidate will be responsible for researching, sourcing, analyzing, recommending, and monitoring investment solutions across both areas, with a strong understanding of industry trends in private equity, private credit, and fixed income markets.

Key responsibilities include, but are not limited to:

Job Responsibilities:

• Source, analyze, recommend, and monitor private market investment solutions for use within retirement and defined contribution plans, with an emphasis on private equity, private credit, and other alternative strategies, while also supporting the evaluation of traditional fixed income managers and strategies.
• Prepare clear and comprehensive investment due diligence reports across both private markets and fixed income, incorporating qualitative assessments, quantitative analysis, and retirement-plan suitability considerations.
• Identify and implement process improvements related to investment research, manager due diligence, and ongoing monitoring across both alternative and fixed income strategies.
• Build and maintain a professional network that is beneficial to clients, ensuring unique access and distinctive value-add.
• Aid in the creation and distribution of client-facing materials related to approved fund options and developments within the retirement ecosystem.
• Encourage and assist advisors in the ongoing application of investment strategies and research for the betterment of their clients and their portfolios.
• Support the firm’s business development efforts by providing investment subject matter expertise and contributing to prospective client conversations and pitches.

Minimum Qualifications:

• Completion of a four-year college degree or combination of relevant work experience
• 6+ years’ experience in financial services investment management

Desired Qualifications/

Skills:

• Demonstrated qualitative and quantitative analytical skills.
• Excellent communication skills, capable of creating engaging collateral and effectively presenting complex investment concepts to a diverse audience.
• A proactive approach to participant engagement, with the ability to manage relationships both within the firm and with external partners.

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:

• Employee ownership opportunities
• Comprehensive health coverage + wellness platform access
• 401(k) program with a 5% employer match + financial planning for colleagues
• Compensation range (Depending on location and experience): $100,000 - $122,000

WHERE will you be working?

500 Linden Oaks, Suite #210 | Rochester, NY 14625

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…