Job Description

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. “

Position Overview and Responsibilities:

As a key member of the CAPTRUST Investment Group’s client-facing team, the Investment Strategist 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.

The Investment Strategist must 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, and industry topics, as well its discretionary investment solutions, in support of all types of client profiles. In addition to direct client and prospect interactions, the Investment Strategist will assist Financial Advisors with meeting preparation and relay feedback from the marketplace.

The Investment Strategist will also 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.

The ideal candidate will 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); candidate may reside anywhere in the US.

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:

Bachelor’s (Business, Economics, Finance, or related field preferred)
7+ years investment experience with institutional (defined contribution, defined benefit, endowment & foundation) clients, including direct, high-level client and prospect interaction; experience with high-net-worth client engagements is a plus
Significant experience with client and prospect interactions

Desired Qualifications/Skills:

CFA strongly preferred (or significant progress toward)
Experience with analytical tools and systems such as Microsoft Excel (intermediate or advanced), Morningstar Direct, and Bloomberg
Highly organized, with ability to manage and prioritize a number of time-sensitive projects

Valid through: 3/16/2021