Investment Communications Associate

CAPTRUST

  • Raleigh, NC
  • Permanent
  • Full-time
  • 7 days ago
Responsibilities
  • Gain insights into the financial markets using third-party research and internal resources
  • Assist in preparing timely, market-related commentary to the firm’s financial advisors on an ad hoc basis
  • Assist in the preparation for weekly, monthly, and quarterly client investment materials
  • Maintain an internal database of all investment group materials
  • Prepare weekly portfolio performance reports
  • Assist with ad-hoc requests from the firm’s financial advisors as well as other members of the research team
  • May perform other duties as assigned
QualificationsMinimum Qualifications:
  • Completion of a four-year college degree in the following areas: Business Administration, Statistics, Finance, or Economics
Desired Qualifications/Skills:
  • Proficient with Microsoft PowerPoint
  • Proficiency in Power BI, FactSet and/or Morningstar, Seismic are a plus.
  • Ability to gather information, identify linkages and trends, and convert to client-friendly communication
  • Process and procedure minded, with a desire for continuous improvement of efficiency and service levels
  • Proactive in assignment follow-up, stays ahead of deadlines, and excellent time-management skills
  • Well organized with strong attention to detail; maintains detailed records
  • Thrives working in an environment that requires both individual and team contributions
  • A high level of professionalism and ethics
  • Patient and confident with a positive attitude
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 + Personify 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 27609or700 North Saint Mary's #100 | San Antonio, TX 78205Due to the nature of the role, this is not a remote or work from home position. #LI-OnsiteHOW 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. #associateThis position will remain open until filled.

CAPTRUST