Performance Reporting Associate at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

0.0

Posted On

14 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Detail Oriented, Organized, Microsoft Office Suite, Microsoft Excel, Finance Concepts, Investment Concepts, Accounting Concepts

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking a Performance Reporting Associate who will be responsible for working in various performance reporting software systems to set up and monitor institutional/endowment/foundation investor accounts in addition to managing reporting projects. The Associate will partner with multiple in-house departments along with client actuaries and custodians to research, troubleshoot, and resolve any issues that may arise. Associates must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, amongst others: Responsibilities Set up, monitor, and maintain accounts with various custodians/money managers within software systems Use analytical skills to verify data, identify issues, and work to develop creative and scalable solutions to provide accurate and consistent data to our colleagues and clients Respond to incoming inquiries from colleagues related to troubleshooting and review of complex account and data discrepancies Assist on CAPTRUST projects Qualifications Minimum Qualifications: Completion of a four-year college degree – Business Administration, Finance, Accounting, or Economics 0-2 years of applicable experience Desired Qualifications/Skills: Previous experience in the investment industry Detail oriented, analytical, and highly organized Proficient in Microsoft Office Suite especially Microsoft Excel Understanding of finance/investments and accounting concepts 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)s WHERE will you be working? 400 North Tampa St #1800 | Tampa, FL 33602 Or 4208 Six Forks Rd #1700 | Raleigh, NC 27609 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 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. #entry This position will remain open until filled.

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Responsibilities

The Performance Reporting Associate will set up, monitor, and maintain accounts with various custodians and money managers within software systems. They will also respond to inquiries related to troubleshooting and review of complex account and data discrepancies.