Hiring: Portfolio Systems Associate Company: CAPTRUST Location: Raleigh, NC Job Posted Time: 2026-09-10 13:46:48 Employment Type: Remote Target Skills & Keywords : Microsoft Excel, Portfolio Management, Wealth Management About the job Experience: •5 years of experience in wealth management, investment operations, portfolio systems, or a related financial services environment. Required Skills: •Support account onboarding, maintenance, and operational servicing activities across investment platforms. •Perform account and portfolio reconciliations, investigate discrepancies, and assist with issue resolution. •Manage data imports, exports, validation processes, and quality-control activities across portfolio management and operational systems. •Create and maintain operational reports, spreadsheets, and data analysis tools utilizing advanced Excel functionality. •Support platform administration and operational activities within accounting and portfolio management systems. •Partner with regional offices and centralized operations teams to understand existing workflows and identify opportunities for process improvement. •Document business processes, procedures, and workflow requirements to support consistency, scalability, and operational efficiency. •Identify operational risks, process gaps, and manual workarounds and recommend practical solutions. Qualifications: •2–5 years of experience in wealth management, investment operations, portfolio systems, or a related financial services environment. •Solid functional working knowledge of investment account onboarding (APX), maintenance, reconciliation, and operational support processes. •Strong Microsoft Excel skills, including data analysis, reporting, reconciliation, data validation, and import/export activities. •Demonstrated capacity to manage multiple priorities while maintaining a high degree of accuracy and attention to detail. •Strong written and verbal communication skills with the ability to collaborate effectively across business and technology teams. •Demonstrated analytical, organizational, and problem-solving abilities. •Exposure to user acceptance testing (UAT), data validation, and business process documentation. •Understanding of both regional office workflows and centralized operational support models. •WHAT can you expect from your career at CAPTRUST? Compensation: •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!