Institutional Investment Research Associate

Overview

CAPTRUST is seeking a Institutional Investment Research Associate to work within our Defined Contribution team and who will help source, underwrite, and maintain a list of approved multi-asset investment strategies. This position will assist with disseminating information on the industry and individual strategies to our internal partners including financial advisors, client service professionals, the Investment Group, Investment Committee, and occasionally directly with firm clients through written and verbal communication.

This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. in our Raleigh, North Carolina, office location.

• Assist in the qualitative and quantitative evaluation of investment managers within the multi-asset universe
• Prepare detailed research reports, meeting notes, and recommendation memos for internal committees and clients
• Participate in calls and meetings with fund managers to understand their investment philosophy, process, and team dynamics
• Stay current on market trends, regulatory changes, and emerging investment strategies
• Compile quarterly updates from each investment firm and maintain an internal database
• Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations
• Assist with due diligence and coverage for defined contribution-related investments/programs
• Assist with asset class, industry, and economic research related to defined contribution
• May perform other duties as assigned

• Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred

• Strong communication skills, both written and verbal
• Collaborative and team-oriented
• Strong attention to detail
• Ability to manage multiple assignments, set priorities, and adapt to changing assignments
• Significant experience with Microsoft products, especially Excel/Power Point

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:

• 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)

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

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 results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

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.

#associate

This position will remain open until filled.