CAPTRUST · 6 hours ago
Investment Research Strategist
Raleigh, NC
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expCAPTRUST is seeking an Investment Strategist who will serve as a subject matter expert responsible for assisting Financial Advisors with a range of investment topics. The role involves direct client interactions, developing research content, and supporting client service efforts with a focus on Endowments & Foundations.
ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management
Responsibilities
Combine deep technical knowledge of institutional investment topics with effective and adaptive communication skills to present the firm’s capabilities and research on: capital markets, investment managers (traditional and alternative), and industry topics, as well its discretionary investment solutions (OCIO), in support of all types of client profiles but with a primary emphasis on Endowments & Foundations
In addition to direct client and prospect interactions, assist Financial Advisors with meeting preparation and relay feedback from the marketplace
Participate in the development of research content, training material and programming (written and audio/video), special projects, and assist in the development of Request for Proposal (RFP) responses
Combine a passion for capital markets, asset allocation and portfolio construction, direct client-facing experience with a range of client types, attention to detail, and a strong sense of professional curiosity and self-learning, and thrives in a fast-paced, entrepreneurial environment
Travel requirement: Up to 50% (if/when applicable)
Qualification
Required
Bachelor's (Business, Economics, Finance, or related field preferred)
12 years investment experience with institutional (defined contribution, defined benefit, endowment & foundation) clients, including direct, high-level client and prospect interaction
Preferred
CFA strongly preferred (or significant progress toward)
Strong knowledge base of alternative investments – Hedge Funds, Private Equity, Private Credit, Private Real Asset
Highly organized, with ability to manage and prioritize a number of time-sensitive projects
Benefits
Employee ownership opportunities
Brick Bonus success sharing program
Comprehensive health coverage + Personify Health wellness platform
401(k) program with a 5% employer match + financial planning for colleagues
Company
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
1001-5000 employees
H1B Sponsorship
CAPTRUST has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$312.5MKey Investors
Carlyle Global PartnersGTCR
2023-09-19Private Equity
2020-06-02Private Equity· $312.5M
Leadership Team
J. Fielding Miller
Chairman and CEO
Daniel George
Principal
Recent News
Rochester Business Journal
2025-10-16
Press Telegram
2025-09-21
Morningstar.com
2025-08-26
Company data provided by crunchbase