Investment Associate

Overview WHO are we looking for? CAPTRUST is seeking an Investment Associate to support Financial Advisors and client service professionals in delivering investment analysis, research, and client materials for defined contribution plan clients, primarily 401(k) and 403(b) plans. This entry-level role will assist with the preparation of meeting materials, investment-related projects, and responses to client requests, and will occasionally participate in client meetings. The Investment Associatewill work closely with the advisory team to help ensure deliverables are accurate, timely, and responsive to client needs. Responsibilities Work with our Financial Advisors, client services professionals, and occasionally directly with firm clients to: Support investment-related projects and deliverables for defined contribution prospects and clients, with an emphasis on 401(k) and 403(b) plans Assist in preparing client meeting materials, including investment reviews, manager research, fund analyses, presentations, and other client-facing deliverables Conduct quantitative and qualitative investment research across asset classes, investment managers, financial markets, and economic topics Analyze investment performance, risk, fees, portfolio characteristics, and other relevant data to support advisor and client requests Participate in internal preparation meetings and, as appropriate, client meetings; document follow-up items and help coordinate their completion Respond to day-to-day investment requests from Financial Advisors and help prioritize projects and deadlines across multiple client relationships Review data, calculations, presentations, and written materials for completeness, consistency, and accuracy before delivery Use Microsoft Excel and PowerPoint to organize analyses and create clear, professional materials for client and internal use Collaborate with colleagues across investment research, client service, and other departments to support broader client and firm initiatives Identify opportunities to improve templates, workflows, documentation, and the overall efficiency and quality of client deliverables May perform other duties as assigned Qualifications Minimum Qualifications: Completion of a four-year college degree; Finance, Economics, Business Administration, Accounting, or a related field preferred or equivalent work experience Ability to obtain the FINRA Series 65 license within 90 days of hire date Strong foundational understanding of financial markets, investment concepts, and portfolio construction Proficiency with Microsoft Excel and PowerPoint, including the ability to analyze data and prepare clear, professional presentations Desired Qualifications/Skills: Excellent attention to detail and a demonstrated commitment to accuracy Strong written and verbal communication, organization, time management, and problem-solving skills Ability to manage multiple assignments and deadlines while working collaboratively in a team environment Familiarity with defined contribution plans, particularly 401(k) and 403(b) plans Strong public speaking skills Demonstrated qualitative and quantitative analytical skills Excellent communication skills, capable of creating engaging collateral and effectively presenting complex investment concepts to a diverse audience. Interest in pursuing the Chartered Financial Analyst (CFA) designation Interest in developing skills in investment manager research, performance analysis, asset allocation, and client consulting Comfortability with traveling for onsite manager or client meetings Comfortability with current AI platforms, ability to leverage agentic solutions, and prompt engineering. Experience with Bloomberg, eVestment, Investment Metrics and Morningstar Direct a plus Intellectual curiosity, initiative, sound judgment, and a client-service mindset 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: Company discretionary bonus. Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) Compensation range $85,000.00-$100,000.00 WHERE will you be working? 40 Wall Street, 56th Floor. New York, NY 10005 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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#associate This position will remain open until filled. #J-18808-Ljbffr