Institutional Investment Research Senior Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

0.0

Posted On

19 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Research, Manager Due Diligence, Asset Management, Defined Contribution, Multi-asset Strategies, Qualitative Evaluation, Quantitative Evaluation, Research Reports, Recommendation Memos, Market Trends, Regulatory Changes, Database Maintenance, Communication, Attention To Detail, Microsoft Excel, Microsoft PowerPoint

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking an Institutional Investment Research Senior 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. Primary responsibilities may include the following, among others: Responsibilities 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 and operations Assist with due diligence and coverage for defined contribution-related investments and programs Assist with asset class, industry, and economic research related to defined contribution May perform other duties as assigned Qualifications Minimum Qualifications: Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred 2-3 years of experience in investment research, manager due diligence, asset management, consulting, or a related role Desired Qualifications/Skills: 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/PowerPoint 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: 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) WHERE will you be working? 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, however there is flexibility. 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 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 EEO/Diversity Statement: 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.

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Responsibilities

The Senior Associate will assist in sourcing, underwriting, and maintaining approved multi-asset investment strategies for the Defined Contribution team. Key duties include performing qualitative and quantitative evaluations of investment managers and preparing detailed research reports for internal committees and clients.