WHO are we looking for?

CAPTRUST is seeking an Institutional Performance Reporting Senior Team Leader who will be responsible for supervising and directing the work of other investment professionals. The Senior Team Leader will assist employees with professional development efforts in addition to identifying areas for individual and team improvement. The Team Lead will partner with client service professionals, financial advisors operations team members in addition to external vendors and custodians to research, troubleshoot, and resolve any issues that may arise. Primary responsibilities may include the following, among others:

• Supervise, direct, and review the work of other performance reporting professionals, conduct performance appraisals, and take disciplinary action as needed and partner with human resources, management, and team leaders to fulfill these responsibilities
• Monitor and manage workflow to ensure team is meeting client obligations and deadlines
• Mentor and peer review associate level analysts on performance calculation and reporting issues
• Identify areas for individual and team improvement
• Identify and focus on opportunities to enhance or improve the efficiency of team deliverables/operations
• Use analytical skills to verify data, identify issues, and work to develop creative and scalable solutions to provide accurate and consistent data to our colleagues and clients
• Transition acquired firm data onto the CAPTRUST reporting platform
• Respond to incoming inquiries from colleagues related to troubleshooting and review of complex account and data discrepancies
• Assist with or lead Performance Reporting projects

Minimum Qualifications:

• Bachelor’s degree in related field or equivalent years of work experience
• 6+ years of relevant industry experience in Performance Reporting; 1-3 years of leadership experience 

Desired Qualifications/Skills:

• Portfolio Accounting experience including understanding of finance, investments and accounting concepts
• Experience utilizing the Investment Metrics Portfolio Analytics and Reporting platform
• Detail oriented, analytical, and highly organized
• Proficient in Microsoft Office Suite especially Microsoft Excel and Power BI
• Demonstrated ability to respond with sound judgment to situations with no clear precedent
• Prioritization skills: ability to manage many time-sensitive tasks simultaneously
• Extremely organized; ability to keep accurate and detailed records
• Strong project management skills 

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 (depending on location and experience): $95,000 - $110,000

WHERE will you be working?

Remote

 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