Portfolio Associate II
Overview:
WHO are we looking for?
CAPTRUST is seeking a Portfolio Associate II who will work in conjunction with the Portfolio Risk & Advisory group to oversee and advise upon existing client & prospect assets. From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is a strong communicator and would be comfortable interacting with peers and managers alike to gain an in-depth understanding of our strategy and services. They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working normal business hours. Primary responsibilities may include the following, among others:
Responsibilities:
- Review prospect portfolios to develop actionable items for financial advisors looking to bring in new business
- Work with financial advisors to outline any red-flag risk items for their clients and assets
- Develop portfolio proposals for existing clients and new prospects
- Advise on transition plans to CAPTRUST discretionary strategies
- Subject matter expert regarding strategies used across the firm
- Collaborate and communicate with the Investment Group, Client Service, Advisor teams, Performance team, Portfolio Accounting, and Trading Teams regularly
- Assist or run point on ad hoc requests within the team or from other teams as needed
Qualifications:
Minimum Qualifications:
- Bachelor’s degree or equivalent years of work experience
- Basic understanding of financial markets.
- Fluency in Excel and data skills
- Strong communication and writing skills
- Passionate, strong work-ethic, and an eagerness to learn
Desired Qualifications/Skills:
- 1-5 years of related work experience in an investment, wealth management or RIA setting
- Understanding of basic portfolio management, portfolio construction & common risk management issues for an RIA firm
- Experience working with Morningstar
- Technology and Coding savvy - Python, SQL, and/or Power BI experience a plus
- Have or in pursuit of CFA/CFP/MBA
- FINRA Series 7, 66, and or 65 a plus
- Collaborative and team oriented
- Ability to think creatively and critically when problem solving
- Ability to be detail oriented in a fast-paced environment
- Good organization skills such as multi-tasking, adapting priorities and meeting deadlines
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
OR
Any CAPTRUST Office Location
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. #entry