Overview:
WHO are we looking for?
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.
The internal title for this role is intended to be Associate | Portfolio Management.
Responsibilities:
Reporting & Investment Materials
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Prepare and distribute daily, weekly, and monthly reports, including economic, market, and fundamental investment analysis, supporting the Trading Team and Wealth Advisors.
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Assist in the preparation of client and prospective client portfolio reviews and investment analyses.
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Maintain, update, and enhance presentations and investment materials utilized by the Wealth Management Team.
Trading & Portfolio Management Support
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Review client accounts relative to target asset allocations and portfolio objectives.
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Identify rebalancing opportunities and recommend trades based on target allocations, market conditions, tax considerations, capital gains constraints, and client-specific requirements.
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Execute portfolio rebalancing and assist with the implementation of account-specific and firm-wide strategy trades.
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Assist Fixed Income Traders with bond trade allocations and portfolio management activities.
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Coordinate with Wealth Advisors and Traders to implement client-directed trades and investment requests.
Investment Research
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Support the Equity Team with security analysis and company, industry, economic, and market research projects.
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Gather and organize data used in investment recommendations, portfolio reviews, and market commentary.
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Contribute to the development of investment presentations and supporting research materials.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, Statistics, Business, or a related field.
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0-3 years of experience in trading, investment management, wealth management, financial analysis, or a related field.
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Series 65 or must obtain within 90 days of start date.
Desired Qualifications/Skills:
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Experience with Bloomberg Terminal and Bloomberg analytics tools.
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Experience with Python for data analysis, reporting automation, and investment research.
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Familiarity with portfolio management systems, trading platforms, and performance reporting software.
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Knowledge of asset allocation, portfolio construction, rebalancing methodologies, and capital markets.
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Understanding of tax-aware portfolio management and investment implementation.
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Currently pursuing or intending to pursue the Chartered Financial Analyst (CFA) designation.
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Exceptional attention to detail and commitment to accuracy.
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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.
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Strong analytical, quantitative, and problem-solving abilities.
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Excellent written and verbal communication skills.
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Team-oriented with the ability to collaborate effectively across investment, advisory, and operations teams.
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Ability to perform under pressure and manage competing priorities in a fast-paced, time-sensitive environment.
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Strong organizational skills with the ability to manage multiple projects and deadlines.
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Demonstrated interest in financial markets, investing, and portfolio management.
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:
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Company discretionary bonus.
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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.
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Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
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Paid time off (PTO) or Paid Sick Leave (PSL)
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Compensation range (depending on location and experience): $85,000-$95,000
WHERE will you be working?
1124 Bristol Street | Costa Mesa, CA 92626
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:
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Ability to build successful, collaborative, and trusting relationships
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Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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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
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Inherent desire to give back to our communities and enrich the lives of those around us
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An other-centered mindset
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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.
This position will remain open until filled. #associate #entry
