Investment Research Junior Associate

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. "

Position Overview:

The Investment Research Associate supports CAPTRUST's Manager Research team with a variety of research activities and related tasks. The Associate will primarily be responsible for the quarterly investment manager processes, management of our research notes, and special projects across equities, fixed income, and alternatives as needed.

Job Responsibilities:

• Lead and enhance the quarterly research process
• Assist with the input, editing, and entry of research notes and investment strategy commentaries into our CRM
• Create performance reports and presentations for the firm's recommended investment strategies
• Attend investment manager meetings across all asset classes and write up recaps for the firm's internal blog
• Address ad hoc advisor and client solutions team requests for investment manager research insights

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
• 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:

• Bachelor's Degree in finance, economics, or accounting and 0-2 years of relevant work experience
• Proficiency in the MS Office suite (Word, Excel, Outlook, Power Point)
• Excellent ability to consistently produce accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information

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.