What are the responsibilities and job description for the Investment Research Analyst position at CAPTRUST?
Overview
WHO are we looking for?
CAPTRUST is seeking an Investment Research Analyst to conduct fundamental and quantitative research on publicly traded companies for potential inclusion in the firm’s diversified portfolio. This position is responsible for disseminating information on the industry and contributes to the performance of the firm’s individual equity strategies through research findings and actionable recommendations.
Responsibilities
Research and analyze company fundamentals and industry data
Prepare written company and industry research reports
Support recommendations with a clear and concisely articulated investment thesis and support materials
Monitor news flow related to existing holdings and report pertinent information on a timely basis
Proactively communicate with internal stakeholders on an ongoing basis
Support ad hoc requests from financial advisors and clients
Qualifications
Minimum Qualifications:
- Completion of a four-year college degree
- 3 to 7 years' experience working in Investment Research
Desired Qualifications/Skills:
- Strong preference for CFA certification (or significant progress toward obtaining certification)
- Data Science background and/or experience with AI highly desired
- Familiarity with research systems such as Bloomberg, FactSet, and Microsoft Office Suite
- Strong analytical and critical thinking skills with attention to detail
- Insatiable curiosity for knowledge in the industry
- Strong verbal and written communication skills
- Understanding of a diverse and comprehensive research process
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
- Salary Range: $82,000 - $135,000
WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
700 N. Saint Mary’s Suite 100 | San Antonio, TX 78205
One Liberty Square 13th Floor | Boston, MA 02109
333 S 7th St #2900 | Minneapolis, MN 55402
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. #mid-senior
Salary : $82,000 - $135,000