Portfolio Management Associate

Captrust • Alexandria, VA

1d • Onsite

About The Position

CAPTRUST seeks a Portfolio Management Associate to process individual account trades for onboarding of new clients, application of new funds and distribution requests. In addition, the position will process group account trading related to the firm’s active portfolio management processes. Additional departmental projects as needed will also be part of the role. Accuracy, timeliness, clear communication and follow-through are critical characteristics to success.

Requirements

• Completion of a four-year college degree or equivalent years of relevant experience
• 2+ years’ experience working in client services for an organization that provides retirement plan services
• Active Series 7/66 Securities Licenses, required (if not currently licensed, will be required within 6 months of hire)
• Proficiency in Microsoft Excel, Word, Outlook, Salesforce CRM, and other financial software programs
• Prior trading experience, preferred
• Interest in pursuing or progress toward CFA a plus

Nice To Haves

• Ability to work in a team environment, “team player” mindset, willingness to do whatever is needed
• Dedication to accuracy and detail
• Organized and able to manage multiple tasks/projects
• Ability to take responsibility and ownership of work
• Work ethically while maintaining the highest level of discretion with confidential and sensitive information
• Strong verbal communication skills to express ideas and thoughts in a clear professional manner

Responsibilities

• Trading client accounts for new account onboarding, deposits, distribution requests and portfolio rebalancing
• Assisting with improvements to investment processes
• Research projects for client accounts (capital gains, cost basis and similar)
• Cross train for daily tracking and reporting of account composites performance
• As needed review and analysis of prospective client portfolios for business development
• As needed generation of investment reports to assist Wealth Client Service and Business Development teams
• Ensure regulatory compliance is followed
• Establish, maintain and update files, databases, records and other documents
• Provide excellent service to fellow team members
• Other duties as assigned

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: Entry Level
• Number of Employees: 1-10 employees