Institutional Reporting Operations Senior Associate

Captrust • Charlotte, NC

4d • Onsite

About The Position

CAPTRUST is seeking an Institutional Reporting Operations Senior 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 Senior 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.

Requirements

• Bachelor’s degree or equivalent experience in associated field of study or equivalent combination of training and experience required
• Minimum of 3 years' experience working in operations, back office, or client service within the financial services industry
• Retirement plan experience preferred

Nice To Haves

• High level of experience with Microsoft Office products, specifically Excel
• Knowledge/experience with Power Query is highly desirable
• Experience with Dynamics 365 CRM
• 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

Responsibilities

• Work with teammates to execute the quarterly market value and investment reporting processes within Institutional Operations
• Import quarterly market value data into our 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/Data Health

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees