Hiring: Investment Associate Company: CAPTRUST Location: New York, NY Job Posted Time: 2026-09-11 13:46:48 Employment Type: Remote Target Skills & Keywords : CFA, Microsoft Excel, Microsoft PowerPoint About the job Required Skills: •Support investment-related projects and deliverables for defined contribution prospects and clients, with an emphasis on 401(k) and 403(b) plans •Assist in preparing client meeting materials, including investment reviews, manager research, fund analyses, presentations, and other client-facing deliverables •Conduct quantitative and qualitative investment research across asset classes, investment managers, financial markets, and economic topics •Analyze investment performance, risk, fees, portfolio characteristics, and other relevant data to support advisor and client requests •Participate in internal preparation meetings and, as appropriate, client meetings; document follow-up items and help coordinate their completion •Respond to day-to-day investment requests from Financial Advisors and help prioritize projects and deadlines across multiple client relationships •Review data, calculations, presentations, and written materials for completeness, consistency, and accuracy before delivery •Use Microsoft Excel and PowerPoint to organize analyses and create clear, professional materials for client and internal use Qualifications: •Completion of a four-year college degree; Finance, Economics, Business Administration, Accounting, or a related field preferred or equivalent work experience •Demonstrated capacity to obtain the FINRA Series 65 license within 90 days of hire date •Strong foundational understanding of financial markets, investment concepts, and portfolio construction •Proficiency with Microsoft Excel and PowerPoint, including the ability to analyze data and prepare clear, professional presentations •Excellent attention to detail and a demonstrated commitment to accuracy •Strong written and verbal communication, organization, time management, and problem-solving skills •Demonstrated capacity to manage multiple assignments and deadlines while working collaboratively in a team environment •Operational familiarity with defined contribution plans, particularly 401(k) and 403(b) plans Compensation: •$85,000 - $100,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!