Macro Investment Research Analyst

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.

CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation.  We are building a world class organization “one brick at a time. “

Position Overview and Responsibilities:

As a key member of the CAPTRUST Investment Group’s team, the Analyst will support the Chief Investment Officer in Macroeconomic Research and Asset Allocation. The successful candidate is expected to work on a variety of projects spanning multiple asset classes such as global equities, fixed income and alternative investments (real estate and commodities etc.)

The ideal candidate will combine a passion for capital markets, asset allocation and portfolio risk management, attention to detail, and a strong sense of professional curiosity and self-learning, and thrives in a fast-paced, entrepreneurial environment.

• Conduct qualitative and quantitative research on the economy and capital markets, including asset classes, sectors, investment styles, geographies and macroeconomic policies, to support Investment Committee’s decision-marking on tactical asset allocation
• Research and generate views, and create contents on the economy and capital markets, as well as produce proof statements on discretionary portfolios
• Conduct portfolio and risk analytics using Bloomberg and Morningstar such as factor analysis, performance attribution, tracking error etc. and other risk metrics calculation
• Research on a variety of investment topics and be able to clearly present findings and ideas to the Investment Committee and other audience
• Monitor performance of current tactical allocation and holdings in the portfolios, monitor economic and financial indicators to identify investment opportunities
• Improve, streamline and automate existing processes and leverage technology to maximize operational efficiency

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
• Has 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
• Possess a strong desire to give back to our communities and enrich the lives of those around us
• Emulates an other’s centered mindset
• Applies integrity through maintaining objectivity

Minimum Qualifications:

• Bachelor’s (Economics, Finance, Applied statistics or other Quantitative Finance Disciplines)
• 5 to 7 years Investment Research related experience

Desired Qualifications/Skills:

• CFA strongly preferred (or significant progress toward)
• Strong skills in Microsoft Excel (VBA is preferred) and PowerPoint
• Familiarity with research systems such as Bloomberg Terminal including Excel integration (API, BQL etc.) and Morningstar Direct
• Programming skills and statistical package such as Python, R etc. preferred
• Very attentive to details, and strong ability to efficiently organize large amounts of data
• Demonstrate ownership of tasks; Strong drive, passion and curiosity to undertake investment research initiatives beyond assigned projects, contributing to the overall investment process also with own independent ideas
• Demonstrate the ability of working independently and self-learning
• Highly organized, with ability to manage and prioritize a number of time-sensitive projects

Perks and Other Benefits:

Competitive salary

Shareholder program

5% 401(k) Match

Healthy lifestyle reimbursements

Comprehensive Health Coverage + Healthy Lifestyle Reimbursement

+ Many more…

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 provide 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.