Institutional Reporting Operations Associate

Overview

WHO are we looking for?

CAPTRUST is seeking an Institutional Reporting Operations Associate who will work with client service professionals, investment consultants, reporting focused teams, and our retirement plan providers to oversee and execute on the firm’s institutional client processes.

The Institutional Reporting Operations Team falls under the greater Institutional Client Services and Operations umbrella. Our team specializes in the centralized process of preparing, cleansing, and importing data in bulk to our CRM to create accurate and scalable client deliverables. We act as a liaison between our data providing vendors, business analyst teams, investment research teams, and client service professionals by facilitating the logistical aspects that are required to ensure the timely delivery and accuracy of client facing reports.

The Associate will be responsible for quarterly institutional reporting and the troubleshooting of reporting errors. This individual will evaluate current processes, recommend improvements, document procedures, and educate other CAPTRUST team members on both existing and new procedures. Success in this position requires the ability to thrive in a fast-paced environment, maintain exceptional attention to detail, and demonstrate strong organizational and interpersonal skills. Primary responsibilities may include the following, among others:

Responsibilities

• Work with teammates to execute the quarterly market value and investment reporting processes within Institutional Operations
• Import quarterly market value data into our Microsoft Dynamics 365-based CRM
• Process workflows to reflect investment changes in our CRM
• Work closely with client service, consulting teams, and retirement plan provider partners
• Drive process improvements by identifying operational inefficiencies and documenting/promoting best practices
• Strengthen data integrity and data health

Qualifications

Minimum Qualifications:

• Bachelors degree or equivalent experience in associated field of study or equivalent combination of training and experience required
• Minimum of 0-2 years experience working in operations, back office, or client service within the financial services industry
• Retirement plan experience preferred

Desired Qualifications/Skills:

• High level of experience with Microsoft Office products, specifically Excel
• Knowledge/experience with Power Query is desired, but not required
• Experience with Dynamics 365 CRM is desired, but not required
• Highly trainable or motivated to learn/gain technical skills
• Strong organizational skills
• Self-starter that can prioritize and re-prioritize with little supervision
• Good communication skills, especially over the phone and via email
• Detail oriented
• Ability to form strong relationships across the organization and with contacts at vendor partners
• Works well in a team environment

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)s

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, however there is flexibility.

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.

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. #entry

This position will remain open until filled.