Institutional Portfolios Investment Associate

WHO are we looking for? CAPTRUST seeks an Institutional Portfolios Investment 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, including pension plans, cash balance plans, endowments, and foundations. The Associate will monitor OCIO (Outsourced Chief Investment Officer) institutional portfolios to ensure compliance with Investment Policy Statements and initiate trading flows needed due to rebalancing or allocation changes.Collect, compare, and evaluate client-specific portfolio characteristics for compliance with Investment Policy StatementsAnalyze and accurately initiate trade flow requests needed due to rebalancing, tactical allocation changes, or client-driven requestsConduct portfolio and manager level performance attribution and summarize resultsCollaborate with other departments to formulate and implement investment solutions based on client objectives and constraintsInteract with centralized trading team to ensure accurate and timely execution of portfolio actionsComplete client-specific deliverables, including asset allocation reviews, fund comparisons, and construction of Investment Policy Statements in a timely mannerManage and prioritize significant client needs in cyclical periods of peak demandIdentify opportunities to enhance or improve the effectiveness of client deliverables/operationsIdentify issues/challenges and work independently to develop relevant solutionsMay be asked to perform other duties as assignedMinimum Qualifications:Completion of a four-year college degree - Business Administration, Finance, Economics, or Mathematics preferred, or equivalent work experienceDemonstrated interest in capital markets or investments0-2 years of relevant industry experienceDesired Qualifications/Skills:Detail orientedStrong analytical, critical thinking, and problem-solving skillsGood organization and prioritization skills; ability to manage many time-sensitive tasks simultaneouslyStrong communication skills, both written and verbal, and the ability to collaborate well with othersAbility to leverage Artificial Intelligence in a professional (non-academic) settingTechnology savvy, proficient with Microsoft Excel and PowerPointStrong interpersonal skills, includes being courteous, professional, and patientIn pursuit of CFA or other industry credentialsWHAT 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 bonusHealth, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan termsCompany-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 27609Due to the nature of the role, this is not a remote or work from home position.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 theCAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO/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. #associateThis position will remain open until filled.

Created: 2026-01-30