Institutional Service Intern

CAPTRUST•New York, NY

1d•Onsite

About The Position

CAPTRUST is seeking an Institutional Intern to join their Institutional Client Management Team to provide client and prospect support. CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. The company emphasizes a culture where colleagues stay for years, motivating each other with a commitment to high standards. CAPTRUST values individuals with a commitment to service, an interest in others, and a passion for continuous improvement, aiming to build a world-class organization through the quality and depth of its people. The company is committed to building and maintaining a diverse workforce and inclusive work environment where all colleagues feel authentically seen, respected, and supported, free of harassment, discrimination, or retaliation.

Requirements

Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
Significant interest in the workings of investment advisory firm

Nice To Haves

All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation (preferred)
Strong critical thinker who is a strong self-starter
High-level proficiency in Word, Excel, PowerPoint, Outlook
Excellent communication and writing skills
Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
Demonstrate highest personal ethics and integrity
Ability to maintain absolute confidentiality of information
Team player, collaborative, able to work with and through others

Responsibilities

Support Audit work for plan document archives
Support Client Management Consultant is generating Quarterly reports for Investment Committees
Coordinating research requests for Research initiatives
Facilitating certain model reports
Attending client investment committee meetings to observe (upon invitation from advisor)
Attending Participant Advice sessions with our plan advisors to observe participant meetings
Work closely with financial advisors, client service, and peers on the Client Management Team