Investment Research Strategist

Overview

CAPTRUST is seeking an Investment Strategist who will serve as a subject matter expert responsible for assisting our expanding national footprint of Financial Advisors with a range of investment topics in support of client service and prospect interactions, both in-person (if/when applicable), and over the phone/electronically. Primary responsibilities may include the following, among others:

Responsibilities

• Combine deep technical knowledge of institutional investment topics with effective and adaptive communication skills to present the firm’s capabilities and research on: capital markets, investment managers (traditional and alternative), and industry topics, as well its discretionary investment solutions (OCIO), in support of all types of client profiles but with a primary emphasis on Endowments & Foundations
• In addition to direct client and prospect interactions, assist Financial Advisors with meeting preparation and relay feedback from the marketplace
• Participate in the development of research content, training material and programming (written and audio/video), special projects, and assist in the development of Request for Proposal (RFP) responses
• Combine a passion for capital markets, asset allocation and portfolio construction, direct client-facing experience with a range of client types, attention to detail, and a strong sense of professional curiosity and self-learning, and thrives in a fast-paced, entrepreneurial environment
• Travel requirement: Up to 50% (if/when applicable)

Qualifications

Minimum Qualifications:

• Bachelor’s (Business, Economics, Finance, or related field preferred)
• 12 years investment experience with institutional (defined contribution, defined benefit, endowment & foundation) clients, including direct, high-level client and prospect interaction

Desired Qualifications/Skills:

• CFA strongly preferred (or significant progress toward)
• Strong knowledge base of alternative investments – Hedge Funds, Private Equity, Private Credit, Private Real Asset
• Highly organized, with ability to manage and prioritize a number of time-sensitive projects

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 Health 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. #mid-senior

This position will remain open until filled.