Fixed Income Investments Manager

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Job description

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization "one brick at a time. "

Please note that under our current policy only vaccinated colleagues are permitted in our offices during working hours.

Position Overview

CAPTRUST seeks an Investment Research (Fixed Income) Manager to source and underwrite fixed income managers as well as build and maintain a recommended list of fixed income strategies. This position is responsible for disseminating information on the industry and individual strategies to the Investment Group, Investment Committee, and our advisor force through written and verbal communication.

Job Responsibilities

• Source, analyze, recommend, and monitor the firm's public market fixed income investment managers
• Support the recommendations with a clear and concisely articulated investment thesis, documentation, and proactively communicating with internal stakeholders on an ongoing basis
• An ideal candidate has experience in both taxable and tax-exempt markets
• Communicate updates on the active manager landscape and fixed income markets to the Investment Committee in support of our discretionary models and portfolios
• Support ad hoc requests from financial advisors and clients
• Communicate updates on the active manager landscape and fixed income markets to the rest of the firm to support client communication
• Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role
  

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
• Has 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
• Possess a strong desire to give back to our communities and enrich the lives of those around us
• Emulates an other's centered mindset
• Applies integrity through maintaining objectivity
  

Minimum Qualifications

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

Desired Qualifications/Skills

• CFA or MBA preferred
• Strong analytical and problem-solving skills with attention to detail
• Strong computer skills; including Bloomberg and Microsoft Excel
• Excellent interpersonal skills; ability to work well in a team environment
• Ability to interact with clients
  

Perks And Other Benefits

Competitive salary

Shareholder program

5% 401(k) Match

Healthy lifestyle reimbursements

Comprehensive Health Coverage + Healthy Lifestyle Reimbursement

• Many more…
  

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.

CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.