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 who will source and underwrite equity and/or fixed income managers as well as build and maintain a recommended list of equity and/or fixed income strategies. This position is responsible for disseminating information on the industry and individual strategies to the Investment Group, Investment Committee, and our advisor force through written and verbal communication. Primary responsibilities may include the following, among others:
Responsibilities
- Source, analyze, recommend, and monitor the firm’s public market equity and/or fixed income investment managers
- Support the recommendations with a clear and concisely articulated investment thesis, documentation, and proactively communicating with internal stakeholders on an ongoing basis
- An ideal candidate has experience in both taxable and tax-exempt markets
- Communicate updates on the active manager landscape and public markets to the Investment Committee in support of our discretionary models and portfolios
- Support ad hoc requests from financial advisors and clients
- Communicate updates on the active manager landscape and public markets to the rest of the firm to support client communication
Qualifications
Minimum Qualifications/Skills:
- Completion of a four-year college degree or combination of relevant work experience
- 5 years’ experience in financial services investment management
Desired Qualifications/Skills:
- CFA or MBA preferred
- Strong analytical and problem-solving skills with attention to detail
- Strong computer skills; including Bloomberg and Microsoft Excel
- Excellent interpersonal skills; ability to work well in a team environment
- Ability to interact with clients
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
400 North Tampa St #1800 | Tampa, FL 33602
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
