Bankers LifeRaleigh
Planning Analysis
• Asset & Income Protection
• Investment & Advisory Services
• Trust Services
• Wealth Management
• Retirement PlanningAs a Bankers Life Financial Services Professional Expect To:- Develop a client base by growing relationships with your...
Duke HealthDurham
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community.No matter where your talents lie, join us and discover how we can advance health together.About Duke University Hospital.Pursue your passion for caring w...
Kestra FinancialRaleigh
The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills
• Supports Financial Advisor/Senior Client Service Associate...
Edward JonesRaleigh
or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in...
First Citizens BankRaleigh
Overview:
This position provides operational and trading support to Financial Advisors and their clients. Facilitates high service standards by ensuring efficient daily operations. Answers client calls for operational inquiries or account requests...
Get new jobs by email!
Get email updates for the latest Financial Advisor jobs in Raleigh
It's free, and you can cancel email updates at any time
Portfolio Implementation Associate
Raleigh | careers-captrust.icims.com |
Overview:
WHO are we looking for?
CAPTRUST is seeking a Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.
From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities:
• Review accounts to ensure they are invested properly according to the stated strategy guidelines and any client restrictions
• Work with Financial Advisors to review new accounts and ensure a smooth transition to the chosen strategy
• Review accounts as contributions, distributions, asset allocation changes or other changes are made to ensure accounts are in line with the strategy after such events take place
• Prepare and review audit and drift reports to ensure all accounts are in line with stated strategy guidelines, asset allocation targets and restrictions
• Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
• Manage data integrity in the CAPTRUST rebalancing and trading platform
• Collaborate and communicate with the Investment Group, Client Service, Advisor teams, Performance team, Portfolio Accounting, and Trading Teams regularly
• Assist or run point on ad hoc requests within the team or from other teams as needed
Qualifications:
Minimum Qualifications/Skills:
• Bachelor's degree or equivalent years of work experience
• Basic understanding of financial markets
• Intermediate level Excel knowledge (VLOOKUP, pivot tables, macros, etc.)
Desired Qualifications/Skills:
• 1-3 years of work experience related to finance and portfolio management responsibilities
• Understanding of market knowledge, operational aspects of asset/money movement, rebalancing accounts, and trading attributes of different investment types
• Experience working with a Trading Order Management System or Rebalancer system
• Technology savvy, Power BI experience a plus
• Collaborative and team oriented
• Ability to be detail oriented in a fast-paced environment
• Good organization skills such as multi-tasking, adapting priorities and meeting deadlines
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, however there is flexibility. #LI-Hybrid
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. #associate
WHO are we looking for?
CAPTRUST is seeking a Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.
From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:
Responsibilities:
• Review accounts to ensure they are invested properly according to the stated strategy guidelines and any client restrictions
• Work with Financial Advisors to review new accounts and ensure a smooth transition to the chosen strategy
• Review accounts as contributions, distributions, asset allocation changes or other changes are made to ensure accounts are in line with the strategy after such events take place
• Prepare and review audit and drift reports to ensure all accounts are in line with stated strategy guidelines, asset allocation targets and restrictions
• Manage administrative changes for accounts in the CAPTRUST rebalancing and trading platform
• Manage data integrity in the CAPTRUST rebalancing and trading platform
• Collaborate and communicate with the Investment Group, Client Service, Advisor teams, Performance team, Portfolio Accounting, and Trading Teams regularly
• Assist or run point on ad hoc requests within the team or from other teams as needed
Qualifications:
Minimum Qualifications/Skills:
• Bachelor's degree or equivalent years of work experience
• Basic understanding of financial markets
• Intermediate level Excel knowledge (VLOOKUP, pivot tables, macros, etc.)
Desired Qualifications/Skills:
• 1-3 years of work experience related to finance and portfolio management responsibilities
• Understanding of market knowledge, operational aspects of asset/money movement, rebalancing accounts, and trading attributes of different investment types
• Experience working with a Trading Order Management System or Rebalancer system
• Technology savvy, Power BI experience a plus
• Collaborative and team oriented
• Ability to be detail oriented in a fast-paced environment
• Good organization skills such as multi-tasking, adapting priorities and meeting deadlines
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, however there is flexibility. #LI-Hybrid
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. #associate
Best jobs you don't want to miss: