OCIO Portfolio Solution Specialist

WHO are we looking for?
CAPTRUST is seeking an OCIO Portfolio Specialist who will work closely with financial advisors, client services, centralized trading, investment colleagues, and third parties to manage OCIO (Outsourced Chief Investment Officer) portfolios for institutional clients. In this position, the Specialist will manage institutional portfolios throughout the investor life cycle. This role requires a strategic thinker who will actively collaborate with colleagues including financial advisors serving as an OCIO product manager, identifying opportunities to enhance investor outcomes and client experience.
Job Responsibilities:
Manage OCIO investment portfolios by ensuring assets are appropriately allocated and in compliance with Investment Policy Statements; supervise portfolio cash levelsDrive world class investment outcomes for institutional investorsProvide subject matter expertise when evaluating complex situations and apply judgement on behalf of institutional investors by analyzing, initiating, and/or approving portfolio transactionsCollaborate with trading department to ensure timely execution of portfolio tradesSupport the development of investor strategy with financial advisors through in-depth understanding of CAPTRUST’s OCIO strategies and capital markets outlookLead day-to-day elements of product / platform management efforts to ensure solutions meet investor demand for best-in-class investor solutionsCommunicate proactive updates to financial advisors and investorsIdentify process issues / challenges and contribute to driving organizational change through the development of creative and scalable solutionsLead impactful project initiatives for the teamProvide day-to-day guidance to less experienced team members

Minimum Qualifications:
Completion of a four-year college degree from an accredited institution, or equivalent work experience4-10 years relevant industry experienceAbility to actively collaborate with senior stakeholders and influence the decision-making processCompulsory attention to detail to execute complex financial transactionsIn depth knowledge and passion for capital marketsExperience in portfolio management or analysisStrong understanding of investment vehiclesWillingness to communicate with others, and make decisions reflecting priorities of diverse stakeholdersProficiency with Microsoft Office suiteUnderstanding and experience using AI to enhance process outcomesEffective project management skills
Preferred Qualifications/Skills:
Experience working with model portfoliosRedBlack, Black Diamond, SS&C Advent Suite, or Power BI experience a plusPossession or pursuit of CFA charter or other industry credentials, optional
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include: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 termsCompany-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)
WHERE will you be working?
4208 Six Forks Rd #1700 | Raleigh, NC 27609
Due to the nature of the role, this is not a remote or work from home position.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:Ability to build successful, collaborative, and trusting relationshipsInstinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex informationA strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challengesInherent desire to give back to our communities and enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivity
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. #mid-senior
This position will remain open until filled.