CAPTRUST
Institutional Reporting Operations Senior Associate
CAPTRUST, Raleigh, North Carolina, United States, 27601
Institutional Reporting Operations Senior Associate
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 and specializes in the centralized process of preparing, cleansing, and importing data in bulk to our CRM to create accurate and scalable client deliverables.
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
Minimum Qualifications
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
Desired Qualifications / Skills
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
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)
Location Primary office locations: 4208 Six Forks Rd #1700, Raleigh, NC 27609 & 4201 Congress St #160, Charlotte, NC 28209. Due to the nature of the role, this is not a remote or work‑from‑home position.
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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
This position will remain open until filled.
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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
Minimum Qualifications
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
Desired Qualifications / Skills
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
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)
Location Primary office locations: 4208 Six Forks Rd #1700, Raleigh, NC 27609 & 4201 Congress St #160, Charlotte, NC 28209. Due to the nature of the role, this is not a remote or work‑from‑home position.
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. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.
This position will remain open until filled.
#J-18808-Ljbffr