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Job title: Institutional Investment Research Associate - Raleigh, NC Company: CAPTRUST Job description: WHO are we looking for? CAPTRUST is seeking an Institutional Investment Research Associate who will work with our Financial Advisors, Client Services professionals, Marketing colleagues, and occasionally directly with clients to scope/fulfill projects and deliverables for prospective and existing institutional clients (e.g., pension plans, endowments, foundations). The Associate will also monitor discretionary institutional portfolios to ensure compliance with Investment Policy Statements and initiate trading flows needed due to rebalancing or allocation changes. 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. Primary responsibilities may include the following, among others: Job Responsibilities: • Complete timely client-specific deliverables, including asset allocation reviews, fund comparisons, and construction of Investment Policy Statements • Analyze and accurately initiate trade flows needed due to rebalancing, tactical allocation changes, or client-driven requests • Collect, compare, and evaluate client-specific portfolio characteristics for compliance with Investment Policy Statements • Conduct portfolio and manager level performance attribution and summarize results • Collaborate with other departments to consolidate firm recommendations based on client objectives • Summarize key messaging/recommendations and prepare meeting materials for existing and prospective institutional clients • Manage and prioritize significant client needs in cyclical periods of peak demand • Identify opportunities to enhance or improve the efficiency of client deliverables/operations • Identify issues/challenges and work independently to develop creative and scalable solutions • May be asked to perform other duties as assigned • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role Minimum Qualifications: • Completion of a four-year college degree – Business Administration, Finance, Economics, or Mathematics preferred, or equivalent work experience • 0-2 years of relevant industry experience Desired Qualifications/Skills: • In pursuit of CFA or other industry credentials • Strong analytical, critical thinking, and problem-solving skills • Good organization and prioritization skills; ability to manage many time-sensitive tasks simultaneously • Detail oriented • Strong communication skills, both written and verbal, and the ability to collaborate well with others • Technology savvy, proficient with Microsoft Excel and PowerPoint • Strong interpersonal skills, includes being polished, courteous, professional, and patient 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: • Employee ownership opportunities • Brick Bonus success sharing program • Comprehensive health coverage + Virgin Pulse wellness platform • 401(k) program with a 5% employer match + financial planning for colleagues WHERE will you be working? 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. CAPTRUST is committed to providing 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. Expected salary: Location: Raleigh, NC Apply for the job now! [ad_2]