Skip to main content

Type of Role: InvestmentsResearch

Experience Level: VP/Principal/Director

Location: Raleigh, North Carolina

Salary: $190K - $247K

Captrust is an American investment advisory company based in Raleigh, North Carolina. As of July 2022, it had roughly $100 billion of assets under management and $750 billion of assets under advisement. As of July 2023, it employed around 1,300 people and had acquired 69 companies since 2006. In 2020, private equity firm GTCR purchased 25% of the company at a price implying a total value of $1.25 billion

CAPTRUST is seeking an Investment Research Manager who will help source, underwrite, and maintain a recommended list of equity managers, as well as play an intracule role with the team’s quarterly due diligence process. This position is responsible for disseminating information on the industry and individual strategies to the Investment Group, Investment Committee, and our advisor force through written and verbal communication. Primary responsibilities may include the following, among others:

Responsibilities

  • Source, analyze, recommend, and monitor the firm’s public market equity investment managers
  • Support the recommendations with a clear and concisely articulated investment thesis, documentation, and proactively communicating with internal stakeholders on an ongoing basis
  • An ideal candidate has experience in both domestic and international equity markets
  • Communicate updates on the active manager landscape and equity markets to the Investment Committee in support of our discretionary models and portfolios
  • Support ad hoc requests from financial advisors and clients
  • Lead the teams quarterly due diligence effort to properly document and maintain the firms list of recommended strategies

Qualifications

Minimum Qualifications:

  • Completion of a four-year college degree or combination of relevant work experience
  • 8+ years experience in financial services investment management

Desired Qualifications/Skills:

  • CFA or MBA preferred
  • Strong analytical and problem-solving skills with attention to detail
  • Strong computer skills; including Advance Microsoft Excel, Morning Star Direct, and eVestment
  • Excellent interpersonal skills; ability to work well in a team environment
  • Ability to interact with clients and advisors on an going basis

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:

  • Employee ownership opportunities
  • Brick Bonus success sharing program
  • Comprehensive health coverage + Virgin Pulse wellness platform
  • 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

4208 Six Forks Rd #1700 | Raleigh, NC 27609

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.

 

CAPTRUST is committed to providing 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. #mid-senior