Defined Contribution Associate

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina.

We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation.

We are building a world class organization “one brick at a time.

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Position Overview:

The Defined Contribution Senior Associate will work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to fulfill investment-related projects and deliverables for prospective and existing clients.

The Defined Contribution Senior Associate will also assist with internal Defined Contribution projects and initiatives.

Additionally, the Defined Contribution Senior Associate will assist with identifying ways to create and document process efficiencies to improve client deliverables and client experience.

Job Responsibilities:
Work with our financial advisors, client services and occasionally directly with firm clients to:
Scope/fulfill investment-related projects and deliverables for defined contribution prospects and clients.
Manage projects and deadlines with the Defined Contribution team and review deliverables for completeness and accuracy before providing to client services/advisors.
Assist with defined contribution or firm-level strategic projects; collaborate intra
– and interdepartmentally.
Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations.
Assist with due diligence and coverage for defined contribution-related investments/programs.
Assist with asset class, industry, and economic research related to defined contribution.
May perform other duties as assigned.
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
Has 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
Possess a strong desire to give back to our communities and enrich the lives of those around us
Emulates an other’s centered mindset
Applies integrity through maintaining objectivity
Minimum Qualifications:
Completion of a four-year college degree – Business Administration, Finance, Economics, or Accounting preferred
0-2 years of relevant industry experience
Desired Qualifications/Skills:
Experience working with defined contribution plans, specifically 401(k) and 403(b) plans
Experience with investment products such as mutual funds, collective investment trusts, and separately managed accounts
Experience with Bloomberg, eVestment, and Morningstar Direct a plus
Industry-related certifications and designations are a plus (examples: FINRA Series 6, 65, 63, 7, CRPC, CRPS, AIF, etc.)
Strong communication skills, both written and verbal
Collaborative and team-oriented
Strong attention to detail
Ability to manage multiple assignments, set priorities, and adapt to changing assignments
Significant experience with Microsoft products, especially Excel/PowerPoint
Perks and Other Benefits:

Competitive salary

Shareholder program

5% 401(k) Match

Healthy lifestyle reimbursements

Comprehensive Health Coverage + Healthy Lifestyle Reimbursement

+ Many more…

EEO/Diversity Disclaimer:

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 provide 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.