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Responsibilities:
- Evaluate accounts and investment strategies to design and execute implementation plans.
- Respond to stakeholder inquiries and effectively articulate internal processes and strategic direction.
- Develop, document, and review implementation proposals.
Qualifications:
- 7-10+ years of professional experience in portfolio management or investment implementation.
- Strong understanding of asset allocation, investment strategies, and portfolio construction principles.
- Knowledgeable in rebalancing and trading platforms, including account setup, administrative changes, and data integrity oversight.
What You Can Expect:
- Fully stocked break room.
- Fun employee events.
- Quality team surrounding you with opportunities for personal growth.
CAPTRUST
CAPTRUST is a financial advisory firm that provides investment management and financial planning services. They aim to create a great place to work and grow, emphasizing teamwork, commitment to high standards, and opportunities for personal growth.