Short-Term Trader Associate / Short -Term Trader

CAPTRUST is seeking an Associate Trader for an early-career investment role designed for individuals seeking to build a career in trading, investment research, and portfolio management. The position supports the firm's trading and investment teams through portfolio analysis, account reviews, trade implementation, investment reporting, and research initiatives. Working alongside experienced Traders, Portfolio Managers, and Wealth Advisors, the successful candidate will gain broad exposure to the investment management process, including portfolio construction, asset allocation, rebalancing, trade execution, fixed income portfolio management, and equity research. This role provides a unique opportunity to develop real-world investment experience within a leading wealth management and investment advisory firm while building the analytical and technical skills necessary for long-term success in the investment industry.

Reporting & Investment Materials

Prepare and distribute daily, weekly, and monthly reports, including economic, market, and fundamental investment analysis, supporting the Trading Team and Wealth Advisors.

Assist in the preparation of client and prospective client portfolio reviews and investment analyses.

Maintain, update, and enhance presentations and investment materials utilized by the Wealth Management Team.

Trading & Portfolio Management Support

Review client accounts relative to target asset allocations and portfolio objectives.

Identify rebalancing opportunities and recommend trades based on target allocations, market conditions, tax considerations, capital gains constraints, and client-specific requirements.

Execute portfolio rebalancing and assist with the implementation of account-specific and firm-wide strategy trades.

Support the Equity Team with security analysis and company, industry, economic, and market research projects.

Gather and organize data used in investment recommendations, portfolio reviews, and market commentary.

Contribute to the development of investment presentations and supporting research materials.

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a related field.

0-3 years of experience in trading, investment management, wealth management, financial analysis, or a related field.

Experience with Python for data analysis, reporting automation, and investment research.

Familiarity with portfolio management systems, trading platforms, and performance reporting software.

Knowledge of asset allocation, portfolio construction, rebalancing methodologies, and capital markets.

Understanding of tax-aware portfolio management and investment implementation.

Currently pursuing or intending to pursue the Chartered Financial Analyst (CFA) designation.

Strong to advanced Microsoft Excel skills, including complex formulas, PivotTables, data analysis, lookup functions, and financial modeling, with the aptitude and desire to develop expert-level proficiency.

Team-oriented with the ability to collaborate effectively across investment, advisory, and operations teams.

Strong organizational skills with the ability to manage multiple projects and deadlines.

Demonstrated interest in financial markets, investing, and portfolio management.

At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

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.

Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. Inherent desire to give back to our communities and enrich the lives of those around us

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.