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Strategic Investment Analyst

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Captrust
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Strategic Investment Analyst (3(38))

CAPTRUST is seeking a 3(38) Investment Analyst to work with Financial Advisors, client services, and firm clients on investment projects and deliverables. You will manage projects, review materials for accuracy, and help identify efficiencies in processes affecting defined contribution plans.

The role requires a four-year degree and at least 6 years of relevant experience, with knowledge of ERISA and tools like Bloomberg, Morningstar Direct, and Investment Metrics.

This posting is for the Strategic Investment Analyst (3(38)) role at Captrust, based in Raleigh, NC, United States.

Join us at Captrust as our next Strategic Investment Analyst (3(38)) in Raleigh, NC, United States.

We are currently recruiting a Strategic Investment Analyst (3(38)) for our team in Raleigh, NC, United States.

This is a genuine opportunity to take on the Strategic Investment Analyst (3(38)) role at Captrust.

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